| Signaturefd, LLC | 693 | $126.8K | 0.00% | +136+24.4% | Added |
| Salomon & Ludwin, LLC | 610 | $114.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 578 | $105.8K | 0.00% | +10+1.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 498 | $91.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 476 | $87.0K | 0.00% | +180+60.8% | Added |
| McDonald Partners LLC | 408 | $74.7K | 0.02% | +408 | New |
| Sterling Capital Management LLC | 342 | $62.6K | 0.00% | −150−30.5% | Reduced |
| Covestor Ltd | 316 | $58.0K | 0.03% | +312+7,800.0% | Added |
| Ancora Advisors, LLC | 300 | $54.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 282 | $51.6K | 0.00% | −5−1.7% | Reduced |
| Mechanics Financial Corp | 275 | $50.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 271 | $49.6K | 0.00% | +241+803.3% | Added |
| Versant Capital Management, Inc | 262 | $47.9K | 0.00% | +160+156.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 236 | $43.2K | 0.00% | +98+71.0% | Added |
| Cullen/Frost Bankers, Inc. | 234 | $42.9K | 0.00% | +32+15.8% | Added |
| Avion Wealth | 221 | $40.0K | 0.01% | +218+7,266.7% | Added |
| Steward Partners Investment Advisory, LLC | 198 | $36.2K | 0.00% | +198 | New |
| Rockefeller Capital Management L.P. | 195 | $35.7K | 0.00% | +35+21.9% | Added |
| Caldwell Trust Co | 166 | $30.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 164 | $30.0K | 0.00% | +11+7.2% | Added |
| Massmutual Trust Co FSB | 152 | $27.8K | 0.00% | +109+253.5% | Added |
| Farther Finance Advisors, LLC | 140 | $25.6K | 0.00% | +57+68.7% | Added |
| Harbor Capital Advisors, Inc. | 130 | $24.0K | 0.00% | −25−16.1% | Reduced |
| EverSource Wealth Advisors, LLC | 124 | $22.7K | 0.00% | −4−3.1% | Reduced |
| Kemnay Advisory Services Inc. | 118 | $21.6K | 0.00% | +24+25.5% | Added |
| Clearstead Advisors, LLC | 112 | $20.5K | 0.00% | +7+6.7% | Added |
| Vanguard National Trust Co | 110 | $20.1K | 0.00% | +110 | New |
| Los Angeles Capital Management LLC | 92 | $16.8K | 0.00% | −1,560−94.4% | Reduced |
| Umb Bank N A | 90 | $16.5K | 0.00% | +5+5.9% | Added |
| Frazier Financial Advisors, LLC | 64 | $11.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 61 | $11.2K | 0.00% | −5−7.6% | Reduced |
| Central Trust Co | 50 | $9.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $6.77K | 0.00% | +35+1,750.0% | Added |
| Bare Financial Services, Inc | 34 | $6.22K | 0.00% | +3+9.7% | Added |
| Smartleaf Asset Management LLC | 28 | $5.10K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $4.21K | 0.00% | +4+21.1% | Added |
| Rothschild Investment LLC | 22 | $4.03K | 0.00% | +4+22.2% | Added |
| Continuum Advisory, LLC | 21 | $3.84K | 0.00% | +21 | New |
| IFP Advisors, Inc | 20 | $3.66K | 0.00% | +11+122.2% | Added |
| Cornerstone Financial Management LLC | 17 | $3.11K | 0.00% | +3+21.4% | Added |
| Parkside Financial Bank & Trust | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 14 | $2.56K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 13 | $2.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $1.83K | 0.00% | +1+11.1% | Added |
| Essential Partners LLC | 10 | $1.83K | 0.00% | +1+11.1% | Added |
| Action Point Financial Planning, LLC | 11 | $1.83K | 0.00% | +11 | New |
| Farmers & Merchants Investments Inc | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $1.28K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 6 | $1.10K | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 5 | $928 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $915 | 0.00% | +3+150.0% | Added |
| Bell Investment Advisors, Inc | 4 | $732 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $732 | 0.00% | +3+300.0% | Added |
| Gilpin Wealth Management, LLC | 3 | $549 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $549 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $549 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 3 | $549 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $549 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 2 | $366 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $366 | 0.00% | +1+100.0% | Added |
| SHP Wealth Management | 2 | $366 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $188 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $183 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $183 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $183 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $183 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $183 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $183 | 0.00% | +1 | New |
| Larson Financial Group LLC | 0 | $44 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,198−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,932−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8,218−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,798−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −3,534−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
