| Rothschild Investment LLC | 14 | $1.72K | 0.00% | +11+366.7% | Added |
| Prestige Wealth Management Group LLC | 11 | $1.35K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 11 | $1.35K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| JFS Wealth Advisors, LLC | 8 | $981 | 0.00% | −5−38.5% | Reduced |
| Manchester Capital Management LLC | 8 | $981 | 0.00% | +4+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 8 | $980 | 0.00% | +8 | New |
| Kilter Group LLC | 7 | $858 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 7 | $858 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 6 | $735 | 0.00% | +3+100.0% | Added |
| WPG Advisers, LLC | 5 | $613 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $530 | 0.00% | −2−33.3% | Reduced |
| Cromwell Holdings LLC | 4 | $491 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $491 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 3 | $372 | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 3 | $368 | 0.00% | −2−40.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $245 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $123 | 0.00% | −9−90.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $123 | 0.00% | −4−80.0% | Reduced |
| American Capital Advisory, LLC | 1 | $123 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $123 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $122 | 0.00% | −1−50.0% | Reduced |
| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Disciplined Growth Investors Inc | 0 | $0 | 0.00% | −309,783−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −102,000−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −88,378−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −17,202−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −13,679−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,019−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,702−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,534−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,649−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,403−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,383−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,751−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −2,605−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,429−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Genesis Private Wealth, LLC | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Petros Family Wealth, LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Glenmede Investment Management, LP | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |
