| ORG Partners LLC | 420 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 417 | $10.3K | 0.00% | +417 | New |
| Adirondack Trust Co | 411 | $10.2K | 0.00% | +411 | New |
| Bessemer Group Inc | 369 | $9.00K | 0.00% | +310+525.4% | Added |
| GPS Wealth Strategies Group, LLC | 360 | $8.90K | 0.00% | +260+260.0% | Added |
| Kennebec Savings Bank | 336 | $8.30K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 313 | $7.73K | 0.00% | +53+20.4% | Added |
| Cornerstone Planning Group LLC | 1,819 | $7.69K | 0.00% | +119+7.0% | Added |
| Ronald Blue Trust, Inc. | 299 | $7.39K | 0.00% | −285−48.8% | Reduced |
| FNY Investment Advisers, LLC | 318 | $7.00K | 0.00% | +184+137.3% | Added |
| Caldwell Sutter Capital, Inc. | 225 | $5.56K | 0.00% | +225 | New |
| Smartleaf Asset Management LLC | 213 | $5.39K | 0.00% | +161+309.6% | Added |
| First Horizon Corp | 216 | $5.34K | 0.00% | +216 | New |
| Scarborough Advisors, LLC | 206 | $5.09K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 200 | $4.94K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $4.94K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 200 | $4.94K | 0.00% | +100+100.0% | Added |
| Root Financial Partners, LLC | 200 | $4.94K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 193 | $4.77K | 0.00% | −1−0.5% | Reduced |
| Wealthspire Advisors, LLC | 188 | $4.65K | 0.00% | +188 | New |
| Kozak & Associates, Inc. | 200 | $4.57K | 0.00% | +200 | New |
| Tradewinds Capital Management, LLC | 182 | $4.50K | 0.00% | +182 | New |
| Pittenger & Anderson Inc | 180 | $4.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 171 | $4.23K | 0.00% | +38+28.6% | Added |
| Plante Moran Financial Advisors, LLC | 144 | $3.56K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 120 | $2.96K | 0.00% | +120 | New |
| Gordian Capital Singapore Pte Ltd | 100 | $2.47K | 0.00% | −12,900−99.2% | Reduced |
| Central Trust Co | 100 | $2.47K | 0.00% | +100 | New |
| Tower View Investment Management & Research LLC | 100 | $2.47K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 100 | $2.47K | 0.00% | +100 | New |
| Smallwood Wealth Investment Management, LLC | 100 | $2.47K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 99 | $2.45K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 75 | $1.85K | 0.00% | +75 | New |
| AdvisorNet Financial, Inc | 70 | $1.73K | 0.00% | −63−47.4% | Reduced |
| Quent Capital, LLC | 60 | $1.48K | 0.00% | +60 | New |
| Koesten, Hirschmann & Crabtree, INC. | 55 | $1.36K | 0.00% | +55 | New |
| SOA Wealth Advisors, LLC. | 52 | $1.28K | 0.00% | −50−49.0% | Reduced |
| Quarry LP | 51 | $1.26K | 0.00% | −566−91.7% | Reduced |
| Gen-Wealth Partners Inc | 50 | $1.24K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.24K | 0.00% | +50 | New |
| SWAN Capital LLC | 50 | $1.24K | 0.00% | +50 | New |
| Guerra Advisors Inc | 48 | $1.19K | 0.00% | +48 | New |
| Aspect Partners, LLC | 41 | $1.01K | 0.00% | +41 | New |
| Pension & Wealth Management Advisors, Inc. | 35 | $865 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $741 | 0.00% | −1,070−97.3% | Reduced |
| Bare Financial Services, Inc | 30 | $741 | 0.00% | −3−9.1% | Reduced |
| SJS Investment Consulting Inc. | 28 | $692 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 18 | $445 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 12 | $297 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $247 | 0.00% | +10 | New |
| Wealth Preservation Advisors, LLC | 8 | $198 | 0.00% | +8 | New |
| Essential Partners LLC | 5 | $124 | 0.00% | +3+150.0% | Added |
| United Financial Planning Group LLC | 4 | $99 | 0.00% | +4 | New |
| Strategic Wealth Partners, Ltd. | 3 | $74 | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $9 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 2,715 | – | – | +2,715 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −3,099,209−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −431,433−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −388,588−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −172,013−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −143,989−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −80,474−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −63,536−100.0% | Sold out |
| Galaxy Group Investments LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −29,233−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,824−100.0% | Sold out |
| Curbstone Financial Management Corp | 0 | $0 | 0.00% | −23,800−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −22,232−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,911−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −21,751−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −20,610−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,350−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −12,310−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | 0 | Sold out |
| Clear Street LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Total Wealth Planning & Management, Inc. | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
