| Steward Partners Investment Advisory, LLC | 137 | $9.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $8.73K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 117 | $8.44K | 0.00% | −7,052−98.4% | Reduced |
| Assetmark, Inc | 117 | $8.44K | 0.00% | +78+200.0% | Added |
| WPG Advisers, LLC | 105 | $7.58K | 0.01% | −261−71.3% | Reduced |
| GWM Advisors LLC | 102 | $7.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 100 | $7.22K | 0.00% | −702−87.5% | Reduced |
| Horizon Financial Services, LLC | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $7.22K | 0.00% | +19+23.5% | Added |
| MAI Capital Management | 100 | $7.22K | 0.00% | +97+3,233.3% | Added |
| First Pacific Financial | 100 | $7.22K | 0.00% | +100 | New |
| SageView Advisory Group, LLC | 100 | $7.22K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 98 | $7.07K | 0.00% | +98 | New |
| Caitong International Asset Management Co., Ltd | 70 | $5.05K | 0.00% | +70 | New |
| Huntington National Bank | 68 | $4.91K | 0.00% | −42−38.2% | Reduced |
| First Command Advisory Services, Inc. | 62 | $4.47K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2,765 | $4.40K | 0.00% | +2,765 | New |
| Triumph Capital Management | 60 | $4.33K | 0.00% | +60 | New |
| Greykasell Wealth Strategies, Inc. | 54 | $3.90K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.32K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 39 | $2.81K | 0.00% | +18+85.7% | Added |
| Optiver Holding B.V. | 38 | $2.74K | 0.00% | −46−54.8% | Reduced |
| Bare Financial Services, Inc | 38 | $2.74K | 0.00% | +38 | New |
| Golden State Wealth Management, LLC | 33 | $2.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $2.09K | 0.00% | +10+52.6% | Added |
| Marquette Asset Management, LLC | 26 | $1.88K | 0.00% | +5+23.8% | Added |
| True Wealth Design, LLC | 20 | $1.44K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 19 | $1.37K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 18 | $1.30K | 0.00% | +18 | New |
| Kingdom Financial Group LLC. | 17 | $1.23K | 0.00% | +17 | New |
| Elequin Capital LP | 16 | $1.16K | 0.00% | +16 | New |
| Montag A & Associates Inc | 15 | $1.05K | 0.00% | −5−25.0% | Reduced |
| CVA Family Office, LLC | 10 | $722 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $722 | 0.00% | +10 | New |
| Keating Financial Advisory Services, Inc. | 9 | $649 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 7 | $506 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $506 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 7 | $505 | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 7 | $505 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 5 | $361 | 0.00% | −10−66.7% | Reduced |
| Harbour Investments, Inc. | 5 | $361 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 5 | $361 | 0.00% | +5 | New |
| Rossby Financial, LCC | 3 | $216 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $145 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $89 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,648,862−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −450,450−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −197,654−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −101,075−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −97,019−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −89,446−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −54,106−100.0% | Sold out |
| Praesidium Investment Management Company, LLC | 0 | $0 | 0.00% | −38,816−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,537−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −20,317−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −18,138−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −17,402−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,575−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,087−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −12,096−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,002−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,644−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −9,201−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,303−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −8,116−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −7,682−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,022−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,517−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −5,475−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −4,007−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Keener Financial Planning LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Corton Capital Inc. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |