| MV Capital Management, Inc. | 237 | $6.80K | 0.00% | +12+5.3% | Added |
| Clear Street Markets LLC | 200 | $5.74K | 0.00% | −1,400−87.5% | Reduced |
| McMillan Office, Inc. | 200 | $5.74K | 0.00% | +200 | New |
| High Note Wealth, LLC | 186 | $5.33K | 0.00% | −57−23.5% | Reduced |
| Tompkins Financial Corp | 179 | $5.13K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $4.22K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 146 | $4.19K | 0.00% | +146 | New |
| Essential Partners LLC | 141 | $4.04K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 135 | $3.87K | 0.00% | −810−85.7% | Reduced |
| Bare Financial Services, Inc | 116 | $3.33K | 0.00% | +18+18.4% | Added |
| Cornerstone Planning Group LLC | 90 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 101 | $2.89K | 0.00% | +101 | New |
| Atlantic Union Bankshares Corp | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 92 | $2.64K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $2.64K | 0.00% | +92 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.16K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 73 | $2.09K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 73 | $2.09K | 0.00% | +13+21.7% | Added |
| Johnson Financial Group, Inc. | 70 | $2.01K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 65 | $1.87K | 0.00% | +65 | New |
| Farmers & Merchants Investments Inc | 65 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $1.86K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 64 | $1.84K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 64 | $1.84K | 0.00% | +64 | New |
| Bell Investment Advisors, Inc | 61 | $1.75K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 59 | $1.68K | 0.00% | +9+18.0% | Added |
| National Bank of Canada | 57 | $1.63K | 0.00% | −45−44.1% | Reduced |
| Spire Wealth Management | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.32K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 45 | $1.29K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $1.29K | 0.00% | +43+2,150.0% | Added |
| Keating Financial Advisory Services, Inc. | 42 | $1.21K | 0.00% | +42 | New |
| CIBC Private Wealth Group, LLC | 41 | $1.18K | 0.00% | +41 | New |
| AdvisorNet Financial, Inc | 39 | $1.12K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 33 | $946 | 0.00% | +28+560.0% | Added |
| Country Trust Bank | 30 | $860 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $860 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 29 | $832 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $803 | 0.00% | +5+21.7% | Added |
| Torren Management, LLC | 20 | $568 | 0.00% | +20 | New |
| CVA Family Office, LLC | 19 | $545 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $517 | 0.00% | +15+500.0% | Added |
| Ankerstar Wealth, LLC | 16 | $459 | 0.00% | +16 | New |
| Bear Mountain Capital, Inc. | 14 | $452 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $345 | 0.00% | +12 | New |
| Optiver Holding B.V. | 12 | $344 | 0.00% | −364−96.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $258 | 0.00% | +7+350.0% | Added |
| Godfrey Financial Associates, Inc. | 9 | $258 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 8 | $230 | 0.00% | +8 | New |
| Flagship Harbor Advisors, LLC | 7 | $203 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 7 | $201 | 0.00% | +7 | New |
| Abound Wealth Management | 6 | $173 | 0.00% | +6 | New |
| Steward Partners Investment Advisory, LLC | 5 | $143 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $115 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 1 | $40 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $23 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −520,589−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −432,719−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −369,911−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −96,275−100.0% | Sold out |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −51,063−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −30,951−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −21,188−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,773−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −18,059−100.0% | Sold out |
| Quotient Wealth Partners, LLC | 0 | $0 | 0.00% | −16,966−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −14,739−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,463−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −13,018−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −11,658−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,271−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −11,054−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −10,931−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,998−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,210−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,363−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ridgewood Investments LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |