| Bogart Wealth, LLC | 75 | $3.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $3.17K | 0.00% | +40+125.0% | Added |
| Horizon Investments, LLC | 67 | $2.95K | 0.00% | −22−24.7% | Reduced |
| Rialto Wealth Management, LLC | 65 | $2.86K | 0.00% | +38+140.7% | Added |
| Advisory Services Network, LLC | 64 | $2.82K | 0.00% | +64 | New |
| Kilter Group LLC | 62 | $2.73K | 0.00% | +36+138.5% | Added |
| Pineridge Advisors LLC | 55 | $2.42K | 0.00% | +16+41.0% | Added |
| Bay Harbor Wealth Management, LLC | 54 | $2.38K | 0.00% | +18+50.0% | Added |
| Sittner & Nelson, LLC | 50 | $2.20K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 48 | $2.11K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 48 | $2.11K | 0.00% | +48 | New |
| Fortitude Family Office, LLC | 45 | $1.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $1.92K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 38 | $1.67K | 0.00% | −406−91.4% | Reduced |
| TCTC Holdings, LLC | 28 | $1.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.23K | 0.00% | +17+154.5% | Added |
| Spire Wealth Management | 26 | $1.14K | 0.00% | +4+18.2% | Added |
| UMA Financial Services, Inc. | 24 | $1.06K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22 | $980 | 0.00% | +22 | New |
| True Wealth Design, LLC | 15 | $660 | 0.00% | +14+1,400.0% | Added |
| Key Financial Inc | 15 | $651 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14 | $616 | 0.00% | −165−92.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $557 | 0.00% | −1−7.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 12 | $547 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 11 | $484 | 0.00% | −48−81.4% | Reduced |
| Financial Consulate, Inc | 10 | $440 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 7 | $308 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7 | $308 | 0.00% | +7 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $220 | 0.00% | −327−98.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $220 | 0.00% | +2+66.7% | Added |
| Bear Mountain Capital, Inc. | 4 | $180 | 0.00% | +4 | New |
| Caitlin John, LLC | 3 | $132 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 1 | $44 | 0.00% | −8−88.9% | Reduced |
| Tortoise Investment Management, LLC | 1 | $44 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $44 | 0.00% | +1 | New |
| Avion Wealth | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 15 | $0 | 0.00% | +15 | New |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −730,467−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −440,983−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −237,269−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −189,728−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −187,633−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −158,404−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −151,334−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −140,127−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −131,711−100.0% | Sold out |
| Scharf Investments, LLC | 0 | $0 | 0.00% | −101,508−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −84,800−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −65,393−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −33,318−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −29,177−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −21,910−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −20,246−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,542−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,831−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,513−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,492−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,765−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −7,368−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −6,726−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,372−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −5,868−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Keudell/Morrison Wealth Management | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |
