| West Financial Advisors, LLC | 334 | $30.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 335 | $30.0K | 0.00% | −61−15.4% | Reduced |
| Harbor Capital Advisors, Inc. | 310 | $28.0K | 0.00% | −15−4.6% | Reduced |
| Parallel Advisors, LLC | 311 | $28.0K | 0.00% | +311 | New |
| Kemnay Advisory Services Inc. | 307 | $27.6K | 0.00% | −34−10.0% | Reduced |
| Vermillion Wealth Management, Inc. | 302 | $27.2K | 0.01% | −1−0.3% | Reduced |
| Bessemer Group Inc | 300 | $27.0K | 0.00% | −108−26.5% | Reduced |
| Security National Bank of Sioux City Iowa | 300 | $27.0K | 0.01% | +300 | New |
| IFP Advisors, Inc | 267 | $24.0K | 0.00% | +77+40.5% | Added |
| N.E.W. Advisory Services LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 198 | $17.9K | 0.01% | +1+0.5% | Added |
| Optiver Holding B.V. | 194 | $17.5K | 0.00% | +194 | New |
| Bare Financial Services, Inc | 182 | $16.4K | 0.00% | +81+80.2% | Added |
| Plante Moran Financial Advisors, LLC | 165 | $14.9K | 0.00% | +5+3.1% | Added |
| Smartleaf Asset Management LLC | 124 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 105 | $9.45K | 0.00% | +101+2,525.0% | Added |
| Simplex Trading, LLC | 103 | $9.27K | 0.00% | +88+586.7% | Added |
| Broadwater Capital Management LLC | 95 | $8.55K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 94 | $8.46K | 0.00% | +1+1.1% | Added |
| Larson Financial Group LLC | 90 | $8.10K | 0.00% | −12−11.8% | Reduced |
| Harvest Fund Management Co., Ltd | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $7.11K | 0.00% | +54+216.0% | Added |
| Rothschild Investment LLC | 68 | $6.12K | 0.00% | +6+9.7% | Added |
| Brown Brothers Harriman & Co | 62 | $5.58K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 58 | $5.22K | 0.00% | −61−51.3% | Reduced |
| CVA Family Office, LLC | 55 | $4.95K | 0.00% | +14+34.1% | Added |
| Colonial Trust Co | 53 | $4.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $4.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $3.59K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 38 | $3.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $3.06K | 0.00% | +31+1,033.3% | Added |
| Massmutual Trust Co FSB | 34 | $3.06K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $2.97K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 32 | $2.88K | 0.00% | +9+39.1% | Added |
| Farmers & Merchants Investments Inc | 28 | $2.52K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 27 | $2.43K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25 | $2.25K | 0.00% | +15+150.0% | Added |
| Fortitude Family Office, LLC | 23 | $2.07K | 0.00% | −3−11.5% | Reduced |
| Quarry LP | 23 | $2.07K | 0.00% | −2−8.0% | Reduced |
| Clearstead Advisors, LLC | 21 | $1.89K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $990 | 0.00% | +8+266.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 11 | $990 | 0.00% | +11 | New |
| Caitlin John, LLC | 11 | $990 | 0.00% | +11 | New |
| Creative Capital Management Investments LLC | 10 | $900 | 0.00% | +10 | New |
| Action Point Financial Planning, LLC | 10 | $900 | 0.00% | +10 | New |
| Essential Partners LLC | 8 | $720 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $630 | 0.00% | +5+250.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $540 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 6 | $533 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 5 | $450 | 0.00% | −1−16.7% | Reduced |
| Gilpin Wealth Management, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $270 | 0.00% | +1+50.0% | Added |
| Creative Financial Designs Inc | 3 | $270 | 0.00% | +3 | New |
| Davis Capital Management | 2 | $180 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $180 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $90 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −117,441−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −95,162−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −78,965−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −17,067−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,693−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,001−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −5,505−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |
