| Prestige Wealth Management Group LLC | 100 | $4.71K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 97 | $4.57K | 0.00% | −160−62.3% | Reduced |
| Front Row Advisors LLC | 95 | $4.48K | 0.00% | −8−7.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 94 | $4.43K | 0.00% | +94 | New |
| CarsonAllaria Wealth Management, Ltd. | 91 | $4.29K | 0.00% | +1+1.1% | Added |
| Frazier Financial Advisors, LLC | 89 | $4.20K | 0.00% | +27+43.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $4.15K | 0.00% | −86−49.4% | Reduced |
| Tortoise Investment Management, LLC | 87 | $4.10K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $3.96K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 82 | $3.87K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 80 | $3.72K | 0.00% | +80 | New |
| Key Financial Inc | 75 | $3.54K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 73 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 62 | $2.92K | 0.00% | +62 | New |
| Redwood Wealth Management Group, LLC | 57 | $2.69K | 0.00% | +57 | New |
| Ransom Advisory, Ltd | 53 | $2.50K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $2.33K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 49 | $2.31K | 0.00% | +4+8.9% | Added |
| Innealta Capital, LLC | 49 | $2.31K | 0.00% | +49 | New |
| Massmutual Trust Co FSB | 43 | $2.03K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 40 | $1.89K | 0.00% | −19−32.2% | Reduced |
| PSI Advisors, LLC | 39 | $1.80K | 0.00% | +39 | New |
| Creekmur Asset Management LLC | 36 | $1.70K | 0.00% | +1+2.9% | Added |
| Cape Investment Advisory, Inc. | 36 | $1.70K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 35 | $1.65K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 32 | $1.51K | 0.00% | −102−76.1% | Reduced |
| TruNorth Capital Management, LLC | 30 | $1.42K | 0.00% | +30 | New |
| Delos Wealth Advisors, LLC | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | −15−27.3% | Reduced |
| Financial Management Professionals, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $943 | 0.00% | +20 | New |
| Versant Capital Management, Inc | 16 | $754 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $660 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $613 | 0.00% | +4+44.4% | Added |
| Clear Point Advisors Inc. | 10 | $491 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $472 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 9 | $425 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $424 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $236 | 0.00% | −3−37.5% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $189 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $47 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −862,404−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −171,571−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −159,109−100.0% | Sold out |
| Key Group Holdings (Cayman), Ltd. | 0 | $0 | 0.00% | −105,980−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −105,198−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −64,606−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −53,100−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −48,400−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −21,768−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −14,149−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,697−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,058−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,851−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,450−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −5,301−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −4,408−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −4,004−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,001−100.0% | Sold out |
| Ergawealth Advisors, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −3,859−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,745−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Syntegra Private Wealth Group, LLC | 0 | $0 | 0.00% | −3,679−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Norwood Financial Corp | – | – | – | – | Not filed |
