| Transamerica Financial Advisors, Inc. | 99 | $6.60K | 0.00% | +11+12.5% | Added |
| Essential Partners LLC | 90 | $5.99K | 0.00% | −37−29.1% | Reduced |
| CVA Family Office, LLC | 90 | $5.99K | 0.00% | +16+21.6% | Added |
| WealthCollab, LLC | 87 | $5.79K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 82 | $5.46K | 0.00% | +6+7.9% | Added |
| True Wealth Design, LLC | 69 | $4.59K | 0.00% | +46+200.0% | Added |
| GHP Investment Advisors, Inc. | 68 | $4.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 68 | $4.53K | 0.00% | +52+325.0% | Added |
| MCF Advisors LLC | 66 | $4.39K | 0.00% | +66 | New |
| JFS Wealth Advisors, LLC | 65 | $4.33K | 0.00% | +13+25.0% | Added |
| Keating Financial Advisory Services, Inc. | 64 | $4.26K | 0.00% | +7+12.3% | Added |
| Assetmark, Inc | 63 | $4.20K | 0.00% | −14−18.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 63 | $4.20K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 63 | $4.20K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 59 | $3.93K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 58 | $3.86K | 0.00% | +58 | New |
| Retirement Wealth Solutions LLC | 56 | $3.73K | 0.00% | +10+21.7% | Added |
| Torren Management, LLC | 51 | $3.40K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 49 | $3.26K | 0.00% | +21+75.0% | Added |
| Fortitude Family Office, LLC | 49 | $3.26K | 0.00% | +3+6.5% | Added |
| Clearstead Advisors, LLC | 44 | $2.93K | 0.00% | +44 | New |
| Manning & Napier Advisors LLC | 40 | $2.82K | 0.00% | +40 | New |
| Darwin Advisors, LLC | 35 | $2.35K | 0.00% | +1+2.9% | Added |
| Action Point Financial Planning, LLC | 37 | $2.33K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 33 | $2.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 32 | $2.13K | 0.00% | +26+433.3% | Added |
| JPL Wealth Management, LLC | 29 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $1.86K | 0.00% | −34−54.8% | Reduced |
| Manchester Capital Management LLC | 28 | $1.86K | 0.00% | −5−15.2% | Reduced |
| Noble Wealth Management PBC | 26 | $1.73K | 0.00% | +26 | New |
| Glen Eagle Advisors, LLC | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $1.40K | 0.00% | −3−12.5% | Reduced |
| Creative Capital Management Investments LLC | 20 | $1.33K | 0.00% | +20 | New |
| Signature Equity Partners, LLC | 19 | $1.26K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $1.26K | 0.00% | −4−17.4% | Reduced |
| Fulcrum Asset Management LLP | 17 | $1.20K | 0.00% | +17 | New |
| Northwestern Mutual Wealth Management Co | 17 | $1.13K | 0.00% | −34−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $1.13K | 0.00% | +2+13.3% | Added |
| TD Private Client Wealth LLC | 17 | $1.13K | 0.00% | +17 | New |
| Basecamp Wealth Advisors LLC | 16 | $1.06K | 0.00% | +15+1,500.0% | Added |
| Bruce G. Allen Investments, LLC | 14 | $932 | 0.00% | +4+40.0% | Added |
| Wall Street Access Asset Management, LLC | 12 | $799 | 0.00% | +12 | New |
| Gilpin Wealth Management, LLC | 11 | $733 | 0.00% | −6−35.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $733 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $733 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $666 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $600 | 0.00% | +3+50.0% | Added |
| Cornerstone Financial Management LLC | 8 | $533 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $533 | 0.00% | +5+166.7% | Added |
| CWM Advisors, LLC | 7 | $451 | 0.00% | −12−63.2% | Reduced |
| LRI Investments, LLC | 4 | $266 | 0.00% | +4 | New |
| Davis Capital Management | 3 | $200 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $136 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 2 | $133 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $133 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $133 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1 | $67 | 0.00% | −30,973−100.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $67 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 10 | $0 | 0.00% | +10 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −379,847−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −50,046−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −39,865−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −34,399−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −27,188−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −25,171−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,644−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,594−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,113−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −10,288−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,918−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,873−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,743−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,548−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,797−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Viawealth, LLC | 0 | $0 | 0.00% | −3,475−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,447−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,707−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |