| Transamerica Financial Advisors, Inc. | 163 | $21.8K | 0.00% | +163 | New |
| Greykasell Wealth Strategies, Inc. | 150 | $20.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 145 | $19.4K | 0.00% | +8+5.8% | Added |
| JFS Wealth Advisors, LLC | 144 | $19.3K | 0.00% | +8+5.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 140 | $18.7K | 0.00% | −27−16.2% | Reduced |
| Huntington National Bank | 102 | $13.6K | 0.00% | −16−13.6% | Reduced |
| Danske Bank A/S | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 98 | $13.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 92 | $12.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 91 | $12.2K | 0.00% | +1+1.1% | Added |
| Crewe Advisors LLC | 88 | $11.8K | 0.00% | +88 | New |
| Parkside Financial Bank & Trust | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 78 | $10.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 68 | $9.10K | 0.00% | +68 | New |
| Action Point Financial Planning, LLC | 70 | $8.83K | 0.00% | +70 | New |
| TD Private Client Wealth LLC | 63 | $8.43K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 93 | $8.43K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 61 | $8.16K | 0.00% | +61 | New |
| Private Trust Co NA | 60 | $8.05K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 58 | $7.76K | 0.00% | +1+1.8% | Added |
| Covestor Ltd | 55 | $7.00K | 0.00% | −332−85.8% | Reduced |
| Synergy Investment Management, LLC | 62 | $5.14K | 0.00% | +62 | New |
| JPL Wealth Management, LLC | 37 | $4.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $4.01K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 26 | $3.48K | 0.00% | +15+136.4% | Added |
| Clearstead Advisors, LLC | 24 | $3.21K | 0.00% | +24 | New |
| Financial Network Wealth Advisors LLC | 23 | $3.08K | 0.00% | +23 | New |
| CX Institutional | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 22 | $2.94K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $2.68K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $2.68K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $2.54K | 0.00% | +1+5.6% | Added |
| International Assets Investment Management, LLC | 18 | $2.41K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 17 | $2.27K | 0.00% | −3−15.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 16 | $2.14K | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 14 | $1.88K | 0.00% | +2+16.7% | Added |
| Quarry LP | 13 | $1.74K | 0.00% | −40−75.5% | Reduced |
| Ankerstar Wealth, LLC | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $1.47K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $1.34K | 0.00% | −123,680−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $1.34K | 0.00% | −1−9.1% | Reduced |
| Raffa Wealth Management, LLC | 10 | $1.34K | 0.00% | +9+900.0% | Added |
| Noble Wealth Management PBC | 10 | $1.34K | 0.00% | +10 | New |
| Plante Moran Financial Advisors, LLC | 9 | $1.20K | 0.00% | +9 | New |
| Silver Grove Financial Group, Inc. | 9 | $1.20K | 0.00% | +9 | New |
| Cedar Mountain Advisors, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $1.06K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $937 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $803 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $803 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $669 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $536 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $535 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $535 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $402 | 0.00% | +1+50.0% | Added |
| Davis Capital Management | 3 | $401 | 0.00% | +3 | New |
| IMG Wealth Management, Inc. | 3 | $401 | 0.00% | +3 | New |
| Hollencrest Capital Management | 2 | $268 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $268 | 0.00% | +2 | New |
| Bayforest Capital Ltd | 2 | $268 | 0.00% | +2 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $134 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −218,835−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −79,728−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −78,815−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −68,065−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −34,311−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −28,486−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −20,688−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,843−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −14,933−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,145−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,370−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,097−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,430−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,463−100.0% | Sold out |
| Nano Cap New Millennium Growth Fund L P | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,644−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |