| Parallel Advisors, LLC | 246 | $12.6K | 0.00% | −340−58.0% | Reduced |
| Rosenberg Matthew Hamilton | 232 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 230 | $11.8K | 0.00% | +96+71.6% | Added |
| Optiver Holding B.V. | 227 | $11.6K | 0.00% | +227 | New |
| Cornerstone Planning Group LLC | 223 | $11.3K | 0.00% | +1+0.5% | Added |
| Rise Advisors, LLC | 198 | $10.1K | 0.00% | −170−46.2% | Reduced |
| DT Investment Partners, LLC | 187 | $9.56K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 181 | $9.25K | 0.01% | +181 | New |
| Mather Group, LLC. | 175 | $8.95K | 0.00% | +125+250.0% | Added |
| Farther Finance Advisors, LLC | 173 | $8.88K | 0.00% | +114+193.2% | Added |
| LRI Investments, LLC | 166 | $8.49K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 166 | $8.49K | 0.01% | +17+11.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 158 | $8.08K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 146 | $7.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 146 | $7.46K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 138 | $7.00K | 0.00% | +23+20.0% | Added |
| Bokf, NA | 133 | $6.80K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 129 | $6.59K | 0.00% | +28+27.7% | Added |
| Sierra Ocean, LLC | 120 | $6.13K | 0.00% | −47−28.1% | Reduced |
| Hemington Wealth Management | 130 | $6.00K | 0.00% | +52+66.7% | Added |
| SBI Securities Co., Ltd. | 101 | $5.16K | 0.00% | −37−26.8% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $5.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $4.71K | 0.00% | +1+1.1% | Added |
| JFS Wealth Advisors, LLC | 78 | $3.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 74 | $3.78K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 61 | $3.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 59 | $3.02K | 0.00% | +27+84.4% | Added |
| Carolinas Wealth Consulting LLC | 58 | $2.97K | 0.00% | +5+9.4% | Added |
| Bellwether Advisors, LLC | 49 | $2.50K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 45 | $2.27K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 44 | $2.25K | 0.00% | +7+18.9% | Added |
| Medallion Wealth Advisors, LLC | 43 | $2.21K | 0.00% | +43 | New |
| Highline Wealth Partners LLC | 38 | $1.94K | 0.00% | +38 | New |
| Manchester Capital Management LLC | 34 | $1.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $1.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.02K | 0.00% | −1−4.8% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $972 | 0.00% | −1−5.0% | Reduced |
| Global Financial Private Client, LLC | 17 | $869 | 0.00% | +10+142.9% | Added |
| True Wealth Design, LLC | 15 | $767 | 0.00% | +15 | New |
| Sachetta, LLC | 12 | $614 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $512 | 0.00% | +10 | New |
| Crewe Advisors LLC | 6 | $307 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $307 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $256 | 0.00% | +5 | New |
| Golden State Wealth Management, LLC | 5 | $256 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 4 | $204 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 3 | $154 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $153 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $52 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 19,689 | – | – | +7,110+56.5% | Added |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −52,463−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −33,361−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −27,511−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −21,947−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −20,246−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −19,879−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,730−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −17,583−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −16,269−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −15,370−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −15,078−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,412−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,770−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −10,477−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −8,051−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,062−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,876−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −5,362−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,111−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −4,904−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,797−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,734−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Chesapeake Capital Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |