| Signaturefd, LLC | 120 | $13.3K | 0.00% | +73+155.3% | Added |
| Anchor Investment Management, LLC | 115 | $12.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $11.5K | 0.00% | +28+36.8% | Added |
| Clearstead Advisors, LLC | 98 | $10.9K | 0.00% | +34+53.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 91 | $10.1K | 0.00% | +2+2.2% | Added |
| Kilter Group LLC | 79 | $8.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 73 | $8.10K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $7.21K | 0.00% | +27+71.1% | Added |
| Private Wealth Management Group, LLC | 64 | $7.10K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 62 | $6.88K | 0.00% | +62 | New |
| Farmers & Merchants Investments Inc | 61 | $6.77K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 55 | $6.10K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | +55 | New |
| Wilkerson Advisory Group LLC | 52 | $5.77K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52 | $5.77K | 0.00% | +34+188.9% | Added |
| Leonteq Securities AG | 45 | $4.99K | 0.00% | −34−43.0% | Reduced |
| Stone House Investment Management, LLC | 45 | $4.99K | 0.00% | +4+9.8% | Added |
| Strengthening Families & Communities, LLC | 41 | $4.55K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 39 | $4.33K | 0.00% | +39 | New |
| Allied Private Wealth LLC | 37 | $3.95K | 0.00% | +37 | New |
| Rakuten Securities, Inc. | 32 | $3.55K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 32 | $3.55K | 0.00% | +7+28.0% | Added |
| SJS Investment Consulting Inc. | 30 | $3.33K | 0.00% | +26+650.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30 | $3.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $3.33K | 0.00% | +17+130.8% | Added |
| JFS Wealth Advisors, LLC | 25 | $2.77K | 0.00% | +7+38.9% | Added |
| SHP Wealth Management | 25 | $2.77K | 0.00% | +15+150.0% | Added |
| Whittier Trust Co of Nevada Inc | 23 | $2.38K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 21 | $2.33K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $2.22K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 20 | $2.21K | 0.00% | −35−63.6% | Reduced |
| Sankala Group LLC | 22 | $2.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 17 | $1.89K | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $1.44K | 0.00% | +2+18.2% | Added |
| Toth Financial Advisory Corp | 13 | $1.44K | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 13 | $1.44K | 0.00% | +6+85.7% | Added |
| Creative Capital Management Investments LLC | 12 | $1.33K | 0.00% | +12 | New |
| Front Row Advisors LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $998 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $998 | 0.00% | +8+800.0% | Added |
| Financial Management Professionals, Inc. | 8 | $888 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $888 | 0.00% | +5+166.7% | Added |
| HFM Investment Advisors, LLC | 8 | $888 | 0.00% | +7+700.0% | Added |
| Dunhill Financial, LLC | 7 | $799 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $777 | 0.00% | +7 | New |
| USA Financial Formulas | 6 | $666 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $654 | 0.00% | +2+50.0% | Added |
| Signature Equity Partners, LLC | 5 | $555 | 0.00% | −1−16.7% | Reduced |
| Brown Brothers Harriman & Co | 5 | $555 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $555 | 0.00% | +4+400.0% | Added |
| Activest Wealth Management | 5 | $555 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 4 | $444 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $444 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 3 | $333 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $111 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $111 | 0.00% | +1 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| ABS Investment Management LLC | 111 | – | – | +111 | New |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −714,561−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −598,857−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −305,549−100.0% | Sold out |
| Sector Gamma AS | 0 | $0 | 0.00% | −93,344−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −77,182−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −14,311−100.0% | Sold out |
| American Assets Inc | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −9,843−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,572−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,174−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Sovran Advisors, LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Bank of New Hampshire | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
