| Covestor Ltd | 146 | $11.0K | 0.01% | +23+18.7% | Added |
| WPG Advisers, LLC | 146 | $10.7K | 0.01% | +73+100.0% | Added |
| CVA Family Office, LLC | 136 | $9.93K | 0.00% | +20+17.2% | Added |
| Federated Hermes, Inc. | 135 | $9.85K | 0.00% | +135 | New |
| FNY Investment Advisers, LLC | 132 | $9.00K | 0.00% | +132 | New |
| Rothschild Investment LLC | 122 | $8.90K | 0.00% | −10−7.6% | Reduced |
| JFS Wealth Advisors, LLC | 112 | $8.18K | 0.00% | +11+10.9% | Added |
| Assetmark, Inc | 105 | $7.66K | 0.00% | +13+14.1% | Added |
| Larson Financial Group LLC | 101 | $7.39K | 0.00% | +39+62.9% | Added |
| Global Retirement Partners, LLC | 100 | $7.30K | 0.00% | +100 | New |
| Capital Analysts, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 90 | $6.57K | 0.00% | +1+1.1% | Added |
| SJS Investment Consulting Inc. | 88 | $6.42K | 0.00% | +74+528.6% | Added |
| IMA Wealth, Inc. | 84 | $6.13K | 0.00% | +28+50.0% | Added |
| MidFirst Bank | 82 | $5.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 81 | $5.91K | 0.00% | −1−1.2% | Reduced |
| Nykredit A/S | 70 | $5.11K | 0.00% | +70 | New |
| Valued Wealth Advisors LLC | 66 | $4.82K | 0.00% | +66 | New |
| Rossby Financial, LCC | 64 | $4.67K | 0.00% | −2−3.0% | Reduced |
| Bell Investment Advisors, Inc | 59 | $4.31K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 59 | $4.31K | 0.00% | +59 | New |
| Quarry LP | 59 | $4.31K | 0.00% | +37+168.2% | Added |
| Parkside Financial Bank & Trust | 55 | $4.01K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 55 | $4.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $3.58K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 49 | $3.57K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 48 | $3.36K | 0.00% | +48 | New |
| Kilter Group LLC | 39 | $2.85K | 0.00% | −44−53.0% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $2.70K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 34 | $2.48K | 0.00% | +34 | New |
| Creative Capital Management Investments LLC | 27 | $1.97K | 0.00% | +27 | New |
| Essential Partners LLC | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 24 | $1.75K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.39K | 0.00% | +12+171.4% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $1.24K | 0.00% | −8−32.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 17 | $1.24K | 0.00% | +4+30.8% | Added |
| Montag A & Associates Inc | 14 | $1.04K | 0.00% | −6−30.0% | Reduced |
| Cornerstone Financial Management LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.02K | 0.00% | +2+16.7% | Added |
| Gilpin Wealth Management, LLC | 12 | $876 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $876 | 0.00% | +6+100.0% | Added |
| Clearstead Advisors, LLC | 11 | $803 | 0.00% | +11 | New |
| Wealth Enhancement Trust Services, Inc. | 10 | $730 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $730 | 0.00% | +10 | New |
| Ankerstar Wealth, LLC | 8 | $584 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $584 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 6 | $458 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $365 | 0.00% | +2+66.7% | Added |
| Ronald Blue Trust, Inc. | 5 | $365 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 4 | $292 | 0.00% | −22−84.6% | Reduced |
| Hughes Financial Services, LLC | 4 | $292 | 0.00% | +2+100.0% | Added |
| Manchester Capital Management LLC | 3 | $219 | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 3 | $219 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $219 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $216 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $146 | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $73 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Harspring Capital Management, LLC | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Forager Capital Management, LLC | 0 | $0 | 0.00% | −47,822−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −46,403−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −27,534−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,980−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,158−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,057−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,347−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |