| Atlantic Trust, LLC | 18 | $6.85K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $6.85K | 0.00% | +18 | New |
| Bogart Wealth, LLC | 17 | $6.47K | 0.00% | +2+13.3% | Added |
| Rossby Financial, LCC | 17 | $6.47K | 0.00% | +4+30.8% | Added |
| Cromwell Holdings LLC | 17 | $6.47K | 0.00% | +7+70.0% | Added |
| IMA Wealth, Inc. | 16 | $6.09K | 0.00% | +5+45.5% | Added |
| Basecamp Wealth Advisors LLC | 16 | $6.09K | 0.00% | +16 | New |
| JPL Wealth Management, LLC | 15 | $5.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $5.71K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $5.71K | 0.00% | +6+66.7% | Added |
| Geneos Wealth Management Inc. | 15 | $5.71K | 0.00% | +15 | New |
| MB, Levis & Associates, LLC | 15 | $5.71K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 14 | $5.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $5.33K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 14 | $5.33K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 13 | $4.95K | 0.00% | +3+30.0% | Added |
| Gleason Group, Inc. | 13 | $4.95K | 0.00% | +13 | New |
| Evolution Wealth Management Inc. | 12 | $4.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $4.56K | 0.00% | +5+71.4% | Added |
| Cape Investment Advisory, Inc. | 12 | $4.56K | 0.00% | +12 | New |
| JNBA Financial Advisors | 11 | $4.18K | 0.00% | +11 | New |
| Cheviot Value Management, LLC | 10 | $3.80K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 9 | $3.42K | 0.00% | +3+50.0% | Added |
| Signature Equity Partners, LLC | 9 | $3.42K | 0.00% | +8+800.0% | Added |
| Raffa Wealth Management, LLC | 9 | $3.42K | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 8 | $3.04K | 0.00% | +5+166.7% | Added |
| Leonteq Securities AG | 8 | $3.04K | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $3.04K | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 7 | $2.66K | 0.00% | −1−12.5% | Reduced |
| Fortitude Family Office, LLC | 7 | $2.66K | 0.00% | +5+250.0% | Added |
| Private Trust Co NA | 7 | $2.66K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $2.54K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $2.50K | 0.00% | −2−22.2% | Reduced |
| Creative Financial Designs Inc | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $1.90K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $1.90K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.90K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $1.90K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $1.52K | 0.00% | +4 | New |
| Activest Wealth Management | 3 | $1.14K | 0.00% | −21−87.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 2 | $761 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $761 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $381 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $381 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $381 | 0.00% | +1 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $380 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $380 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $380 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $380 | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $380 | 0.00% | +1 | New |
| E20 Capital Ltd | 0 | $0 | 0.00% | −136,829−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −110,526−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −77,214−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −74,613−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −64,400−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −44,137−100.0% | Sold out |
| Bridge City Capital, LLC | 0 | $0 | 0.00% | −28,404−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −27,786−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −26,701−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −16,808−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −15,694−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,723−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,428−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Ares Systematic Credit Ltd | 0 | $0 | 0.00% | −2,589−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |