| Copia Wealth Management | 108 | $4.82K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 104 | $4.64K | 0.00% | −554−84.2% | Reduced |
| LGT Financial Advisors LLC | 104 | $4.63K | 0.01% | −575−84.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 100 | $4.46K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 94 | $4.19K | 0.00% | +94 | New |
| NBC Securities, Inc. | 112 | $4.00K | 0.00% | +112 | New |
| Horizon Investments, LLC | 89 | $3.97K | 0.00% | +67+304.5% | Added |
| Red Tortoise LLC | 88 | $3.92K | 0.00% | +88 | New |
| Continuum Advisory, LLC | 86 | $3.84K | 0.00% | +5+6.2% | Added |
| Clearstead Advisors, LLC | 81 | $3.61K | 0.00% | +81 | New |
| FSA Wealth Management LLC | 78 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $3.39K | 0.00% | +35+85.4% | Added |
| Bogart Wealth, LLC | 75 | $3.35K | 0.00% | −9−10.7% | Reduced |
| MAI Capital Management | 74 | $3.30K | 0.00% | −49−39.8% | Reduced |
| Bryn Mawr Trust Co | 72 | $3.21K | 0.00% | +9+14.3% | Added |
| JFS Wealth Advisors, LLC | 56 | $2.50K | 0.00% | +9+19.1% | Added |
| TD Private Client Wealth LLC | 55 | $2.45K | 0.00% | +55 | New |
| Sittner & Nelson, LLC | 50 | $2.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48 | $2.14K | 0.00% | +14+41.2% | Added |
| Cullen/Frost Bankers, Inc. | 48 | $2.12K | 0.00% | −771−94.1% | Reduced |
| Park Square Financial Group, LLC | 47 | $2.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $1.94K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 41 | $1.83K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $1.78K | 0.00% | −92−69.7% | Reduced |
| Pineridge Advisors LLC | 39 | $1.72K | 0.00% | +1+2.6% | Added |
| Synergy Investment Management, LLC | 38 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $1.58K | 0.00% | +2+6.1% | Added |
| AdvisorNet Financial, Inc | 32 | $1.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $1.29K | 0.00% | +29 | New |
| TCTC Holdings, LLC | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 26 | $1.17K | 0.00% | +26 | New |
| Spire Wealth Management | 22 | $981 | 0.00% | +22 | New |
| Stephens Consulting, LLC | 20 | $892 | 0.00% | +20 | New |
| Provenance Wealth Advisors, LLC | 18 | $803 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $669 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 14 | $624 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 13 | $580 | 0.00% | −262−95.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $580 | 0.00% | +1+8.3% | Added |
| SJS Investment Consulting Inc. | 11 | $491 | 0.00% | −2−15.4% | Reduced |
| Global Financial Private Client, LLC | 11 | $491 | 0.00% | +7+175.0% | Added |
| Rialto Wealth Management, LLC | 11 | $491 | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 10 | $446 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $381 | 0.00% | +9 | New |
| NewSquare Capital LLC | 6 | $268 | 0.00% | −30−83.3% | Reduced |
| WealthTrak Capital Management LLC | 5 | $223 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $134 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $134 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 2 | $90 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $45 | 0.00% | −613−99.8% | Reduced |
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −2,306,227−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,052,333−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −746,283−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −123,316−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −114,496−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −91,999−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −59,956−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −44,997−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −38,458−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −28,974−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −18,637−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −17,090−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,967−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,741−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −12,329−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −11,754−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −10,339−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −8,899−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −8,403−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −7,969−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −7,019−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −6,061−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −5,834−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,241−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −5,186−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,754−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −4,165−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −1,747−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| BankPlus Trust Department | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |