| Heritage Wealth Advisors | 252 | $2.99K | 0.00% | +252 | New |
| Cetera Trust Company, N.A | 250 | $2.96K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 220 | $2.61K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 216 | $2.56K | 0.00% | −439−67.0% | Reduced |
| Parkside Financial Bank & Trust | 206 | $2.44K | 0.00% | +90+77.6% | Added |
| Assetmark, Inc | 200 | $2.37K | 0.00% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 200 | $2.37K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 200 | $2.37K | 0.00% | +200 | New |
| Salem Investment Counselors Inc | 196 | $2.33K | 0.00% | +7+3.7% | Added |
| Family Legacy Financial Solutions, LLC | 180 | $2.13K | 0.00% | +180 | New |
| Rise Advisors, LLC | 179 | $2.12K | 0.00% | +179 | New |
| Ameriflex Group, Inc. | 187 | $2.08K | 0.00% | −2,900−93.9% | Reduced |
| ORG Partners LLC | 180 | $2.04K | 0.00% | −210−53.8% | Reduced |
| Larson Financial Group LLC | 171 | $2.03K | 0.00% | +98+134.2% | Added |
| Prestige Wealth Management Group LLC | 142 | $1.69K | 0.00% | +42+42.0% | Added |
| Skopos Labs, Inc. | 139 | $1.65K | 0.00% | +139 | New |
| Bell Investment Advisors, Inc | 138 | $1.64K | 0.00% | +138 | New |
| Legacy Wealth Managment, LLC | 134 | $1.59K | 0.00% | +8+6.3% | Added |
| Legacy Investment Solutions, LLC | 134 | $1.59K | 0.00% | +134 | New |
| GHP Investment Advisors, Inc. | 129 | $1.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 107 | $1.27K | 0.00% | +107 | New |
| Curio Wealth, LLC | 107 | $1.27K | 0.00% | +107 | New |
| Bartlett & Co. Wealth Management LLC | 105 | $1.25K | 0.00% | +105 | New |
| SOA Wealth Advisors, LLC. | 101 | $1.20K | 0.00% | −260−72.0% | Reduced |
| SWAN Capital LLC | 100 | $1.19K | 0.00% | −75−42.9% | Reduced |
| Bogart Wealth, LLC | 100 | $1.19K | 0.00% | −50−33.3% | Reduced |
| Gen-Wealth Partners Inc | 100 | $1.19K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $1.19K | 0.00% | +100 | New |
| Strategic Investment Solutions, Inc. | 100 | $1.19K | 0.00% | +100 | New |
| Chung Wu Investment Group, LLC | 100 | $1.19K | 0.00% | +100 | New |
| Kennebec Savings Bank | 97 | $1.15K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 92 | $1.09K | 0.00% | −57−38.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | $1.01K | 0.00% | +85 | New |
| NBC Securities, Inc. | 155 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $890 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $759 | 0.00% | −66−50.8% | Reduced |
| Abound Wealth Management | 61 | $724 | 0.00% | +1+1.7% | Added |
| Wolff Wiese Magana LLC | 60 | $712 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 60 | $711 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 64 | $708 | 0.00% | −33−34.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 42 | $680 | 0.00% | +42 | New |
| MPWM Advisory Solutions, LLC | 53 | $629 | 0.00% | +53 | New |
| Islay Capital Management, LLC | 50 | $593 | 0.00% | +50 | New |
| Bare Financial Services, Inc | 44 | $522 | 0.00% | +44 | New |
| Brown Shipley& Co Ltd | 28 | $332 | 0.00% | +28 | New |
| TFC Financial Management | 25 | $297 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $237 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 14 | $167 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10 | $119 | 0.00% | +10 | New |
| Anfield Capital Management, LLC | 7 | $83 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $59 | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 3 | $36 | 0.00% | +3 | New |
| Covestor Ltd | 17 | $0 | 0.00% | −3−15.0% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,936,289−100.0% | Sold out |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −1,215,490−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −298,248−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −249,200−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −222,758−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −150,143−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −143,387−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −92,604−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −71,730−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −57,521−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −56,465−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −54,300−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −46,328−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −25,978−100.0% | Sold out |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −21,829−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −18,641−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −16,134−100.0% | Sold out |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −15,273−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −14,585−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −14,382−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −12,480−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −12,226−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,653−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −10,028−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,893−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |