| Ameritas Advisory Services, LLC | 100 | $6.40K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 95 | $6.08K | 0.00% | +23+31.9% | Added |
| Farmers & Merchants Investments Inc | 90 | $5.76K | 0.00% | +8+9.8% | Added |
| Private Wealth Management Group, LLC | 88 | $5.63K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $5.12K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 75 | $4.81K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 74 | $4.74K | 0.00% | −18−19.6% | Reduced |
| Colonial Trust Co | 71 | $4.54K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $4.48K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $4.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $4.03K | 0.00% | −6−8.7% | Reduced |
| Parkside Financial Bank & Trust | 63 | $4.03K | 0.00% | +20+46.5% | Added |
| Fortitude Family Office, LLC | 63 | $4.03K | 0.00% | +63 | New |
| Hemington Wealth Management | 63 | $4.00K | 0.00% | +26+70.3% | Added |
| Brown Brothers Harriman & Co | 56 | $3.58K | 0.00% | +56 | New |
| Financial Network Wealth Advisors LLC | 52 | $3.33K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 52 | $3.33K | 0.00% | +52 | New |
| NewSquare Capital LLC | 50 | $3.20K | 0.00% | −2−3.8% | Reduced |
| Sound Income Strategies, LLC | 50 | $3.20K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 49 | $3.14K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $2.94K | 0.00% | −395−89.6% | Reduced |
| Sachetta, LLC | 42 | $2.69K | 0.00% | −34−44.7% | Reduced |
| CIBC Private Wealth Group, LLC | 39 | $2.50K | 0.00% | +37+1,850.0% | Added |
| Legacy Wealth Managment, LLC | 33 | $2.11K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 33 | $2.11K | 0.00% | +33 | New |
| Avion Wealth | 34 | $2.00K | 0.00% | +17+100.0% | Added |
| Toth Financial Advisory Corp | 28 | $1.79K | 0.00% | +28 | New |
| MV Capital Management, Inc. | 27 | $1.73K | 0.00% | −8−22.9% | Reduced |
| Capital A Wealth Management, LLC | 25 | $1.71K | 0.02% | +25 | New |
| Atlantic Trust, LLC | 25 | $1.60K | 0.00% | −35−58.3% | Reduced |
| High Note Wealth, LLC | 25 | $1.60K | 0.00% | −3−10.7% | Reduced |
| Bogart Wealth, LLC | 21 | $1.34K | 0.00% | +21 | New |
| Activest Wealth Management | 16 | $1.02K | 0.00% | +14+700.0% | Added |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 13 | $959 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $930 | 0.00% | −153−92.2% | Reduced |
| Creative Financial Designs Inc | 14 | $896 | 0.00% | −9−39.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 14 | $896 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $896 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $833 | 0.00% | +4+44.4% | Added |
| South State Corp. | 12 | $769 | 0.00% | −19−61.3% | Reduced |
| CVA Family Office, LLC | 12 | $768 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $704 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $640 | 0.00% | +10 | New |
| Twin Peaks Wealth Advisors, LLC | 7 | $535 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 8 | $512 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 7 | $449 | 0.00% | −5−41.7% | Reduced |
| SJS Investment Consulting Inc. | 7 | $449 | 0.00% | −1−12.5% | Reduced |
| WealthTrak Capital Management LLC | 5 | $321 | 0.00% | −5−50.0% | Reduced |
| DecisionPoint Financial, LLC | 5 | $321 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 4 | $256 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 3 | $193 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $192 | 0.00% | −8−72.7% | Reduced |
| HFM Investment Advisors, LLC | 3 | $192 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $192 | 0.00% | +2+200.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $128 | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $64 | 0.00% | +1 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −562,813−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −203,645−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −169,347−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −74,709−100.0% | Sold out |
| Barington Capital Group, L.P. | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −51,925−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,249−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −26,843−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,810−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −16,172−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −11,575−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −11,520−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −10,601−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −10,485−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −9,717−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −7,171−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,558−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −5,762−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −5,498−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,028−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,003−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Eq Wealth Advisors, LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
