| Baystate Wealth Management LLC | 51 | $7.88K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $7.88K | 0.01% | +51 | New |
| Anchor Investment Management, LLC | 50 | $7.73K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 48 | $7.42K | 0.00% | +48 | New |
| Geneos Wealth Management Inc. | 48 | $7.42K | 0.00% | −157−76.6% | Reduced |
| Bell Investment Advisors, Inc | 41 | $6.34K | 0.00% | −7−14.6% | Reduced |
| ORG Partners LLC | 41 | $6.34K | 0.00% | −9−18.0% | Reduced |
| Gradient Investments LLC | 41 | $6.34K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $6.18K | 0.00% | −10−20.0% | Reduced |
| Creekmur Asset Management LLC | 38 | $5.87K | 0.00% | +38 | New |
| Cornerstone Planning Group LLC | 36 | $5.57K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 35 | $5.57K | 0.00% | +35 | New |
| ICA Group Wealth Management, LLC | 34 | $5.26K | 0.00% | +34 | New |
| TCTC Holdings, LLC | 32 | $4.95K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 30 | $4.64K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 28 | $4.33K | 0.00% | +28 | New |
| Estabrook Capital Management | 27 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 27 | $4.17K | 0.00% | +7+35.0% | Added |
| VisionPoint Advisory Group, LLC | 27 | $4.17K | 0.00% | +27 | New |
| Gables Capital Management Inc. | 26 | $4.02K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 24 | $4.00K | 0.00% | +24 | New |
| Motco | 25 | $3.87K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 24 | $3.71K | 0.00% | +1+4.3% | Added |
| Arlington Trust Co LLC | 21 | $3.25K | 0.00% | −20,688−99.9% | Reduced |
| HighMark Wealth Management LLC | 21 | $3.25K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 18 | $2.78K | 0.00% | +18 | New |
| REAP Financial Group, LLC | 18 | $2.78K | 0.00% | +18 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 17 | $2.63K | 0.00% | +17 | New |
| Abound Wealth Management | 17 | $2.55K | 0.00% | +3+21.4% | Added |
| Bartlett & Co. Wealth Management LLC | 14 | $2.16K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $2.16K | 0.00% | +14 | New |
| Tennessee Valley Asset Management Partners | 13 | $2.01K | 0.00% | +13 | New |
| POM Investment Strategies, LLC | 13 | $2.01K | 0.00% | +13 | New |
| Bartlett & Co. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 14 | $1.45K | 0.00% | +2+16.7% | Added |
| Caitlin John, LLC | 8 | $1.28K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 6 | $928 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $310 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $309 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $155 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $47 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −232,737−100.0% | Sold out |
| Consolidated Press International Holdings Ltd | 0 | $0 | 0.00% | −168,052−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −87,049−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −39,224−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −29,954−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −21,998−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,142−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −13,075−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −9,219−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −6,183−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −5,620−100.0% | Sold out |
| Saratoga Research & Investment Management | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,854−100.0% | Sold out |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,672−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,853−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Polaris Wealth Advisory Group, LLC | – | – | – | – | Not filed |