| Harbour Investments, Inc. | 65 | $2.84K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 65 | $2.84K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $2.62K | 0.00% | −20−25.0% | Reduced |
| Anfield Capital Management, LLC | 59 | $2.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $2.45K | 0.00% | +56 | New |
| Allworth Financial LP | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $2.19K | 0.00% | +14+38.9% | Added |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | −57,886−99.9% | Reduced |
| Bessemer Group Inc | 41 | $2.00K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 40 | $1.75K | 0.00% | +5+14.3% | Added |
| Tradewinds Capital Management, LLC | 40 | $1.75K | 0.00% | +40 | New |
| Trust Co | 36 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 33 | $1.44K | 0.00% | +33 | New |
| TD Waterhouse Canada Inc. | 29 | $1.27K | 0.00% | +8+38.1% | Added |
| Creative Financial Designs Inc | 25 | $1.09K | 0.00% | +25 | New |
| Olistico Wealth, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 17 | $743 | 0.00% | +17 | New |
| Riggs Asset Managment Co. Inc. | 16 | $703 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 15 | $655 | 0.00% | +15 | New |
| Addison Advisors LLC | 14 | $612 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $525 | 0.00% | −3−20.0% | Reduced |
| Larson Financial Group LLC | 12 | $524 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $437 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $393 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 8 | $350 | 0.00% | −382−97.9% | Reduced |
| True Wealth Design, LLC | 7 | $306 | 0.00% | +4+133.3% | Added |
| Pacer Advisors, Inc. | 6 | $262 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $219 | 0.00% | −1−16.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 5 | $218 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $218 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 2 | $87 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $87 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $44 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15 | $0 | 0.00% | +15 | New |
| Harvard Management Co Inc | 0 | $0 | 0.00% | −440,082−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −257,453−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −76,566−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −50,157−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −47,313−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −45,286−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −45,245−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −41,173−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −35,517−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −35,094−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −30,984−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −30,018−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −26,834−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −24,527−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −19,859−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,570−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,173−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,477−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −14,389−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,146−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −11,361−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,922−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,242−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −9,294−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −9,166−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,931−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,449−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −7,342−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,096−100.0% | Sold out |
| Johns Hopkins University | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,827−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −4,475−100.0% | Sold out |
| Grassi Investment Management | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Mass General Brigham, Inc | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |