| NBC Securities, Inc. | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 63 | $4.97K | 0.00% | +63 | New |
| Institutional & Family Asset Management, LLC | 60 | $4.73K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 55 | $4.33K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 49 | $3.87K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 45 | $3.55K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $3.39K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $3.00K | 0.00% | −20−33.3% | Reduced |
| Avion Wealth | 30 | $3.00K | 0.00% | −10−25.0% | Reduced |
| Carolinas Wealth Consulting LLC | 37 | $2.94K | 0.00% | +20+117.6% | Added |
| Jones Financial Companies LLLP | 36 | $2.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $2.76K | 0.00% | +22+169.2% | Added |
| DiNuzzo Private Wealth, Inc. | 27 | $2.13K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 26 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | −29−49.2% | Reduced |
| Eagle Bay Advisors LLC | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 24 | $1.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 22 | $1.74K | 0.00% | +22 | New |
| Assetmark, Inc | 20 | $1.58K | 0.00% | −3−13.0% | Reduced |
| Orion Capital Management LLC | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $1.50K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 19 | $1.50K | 0.00% | +19 | New |
| Dunhill Financial, LLC | 17 | $1.36K | 0.00% | +2+13.3% | Added |
| MCF Advisors LLC | 17 | $1.34K | 0.00% | −76−81.7% | Reduced |
| Aspect Partners, LLC | 17 | $1.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15 | $1.16K | 0.00% | +11+275.0% | Added |
| JJJ Advisors Inc. | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 7 | $1.00K | 0.00% | −4,450−99.8% | Reduced |
| Asset Dedication, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $947 | 0.00% | −51−81.0% | Reduced |
| SOA Wealth Advisors, LLC. | 11 | $885 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10 | $789 | 0.00% | +10 | New |
| TFC Financial Management | 9 | $710 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $576 | 0.00% | +8 | New |
| TD Capital Management LLC | 7 | $552 | 0.00% | +7 | New |
| Gradient Investments LLC | 5 | $394 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $394 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Redwood Investment Management, LLC | 19,253 | – | – | +19,253 | New |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −334,008−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −172,396−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −126,000−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −91,130−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −54,480−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −45,028−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −29,714−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −29,492−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −15,074−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −14,596−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −9,264−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −8,251−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −7,024−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −7,465−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −6,986−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,390−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −6,096−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −5,817−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,341−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −4,849−100.0% | Sold out |
| Jacobson & Schmitt Advisors, LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −4,335−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Power Wealth Management LLC | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Financial Advisors Network, Inc. | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |