| Steward Partners Investment Advisory, LLC | 170 | $3.70K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 163 | $3.55K | 0.00% | +163 | New |
| Parkside Financial Bank & Trust | 160 | $3.48K | 0.00% | −32−16.7% | Reduced |
| Financial Perspectives, Inc | 128 | $2.79K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 103 | $2.24K | 0.00% | −117−53.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 101 | $2.20K | 0.00% | +97+2,425.0% | Added |
| Danske Bank A/S | 100 | $2.18K | 0.00% | −100−50.0% | Reduced |
| Massmutual Trust Co FSB | 99 | $2.15K | 0.00% | −1−1.0% | Reduced |
| Bare Financial Services, Inc | 81 | $1.76K | 0.00% | +59+268.2% | Added |
| Spire Wealth Management | 77 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 75 | $1.63K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 69 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 50 | $1.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $762 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 35 | $762 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 35 | $762 | 0.00% | +35 | New |
| TD Private Client Wealth LLC | 33 | $718 | 0.00% | −41−55.4% | Reduced |
| South State Corp. | 30 | $653 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 25 | $544 | 0.00% | +25 | New |
| Cedar Mountain Advisors, LLC | 24 | $522 | 0.00% | −8−25.0% | Reduced |
| Copia Wealth Management | 22 | $479 | 0.00% | −7−24.1% | Reduced |
| MV Capital Management, Inc. | 20 | $436 | 0.00% | −74−78.7% | Reduced |
| Huntington National Bank | 20 | $435 | 0.00% | −5−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 18 | $392 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 17 | $370 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 16 | $348 | 0.00% | −2−11.1% | Reduced |
| Financial Consulate, Inc | 15 | $327 | 0.00% | −5−25.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 15 | $326 | 0.00% | +15 | New |
| Whittier Trust Co of Nevada Inc | 10 | $228 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $218 | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $218 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 8 | $191 | 0.00% | −34−81.0% | Reduced |
| Gilpin Wealth Management, LLC | 8 | $175 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $174 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 8 | $174 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 7 | $152 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 6 | $131 | 0.00% | −4−40.0% | Reduced |
| Abound Wealth Management | 6 | $131 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $109 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $108 | 0.00% | +4+400.0% | Added |
| Cassaday & Co Wealth Management LLC | 3 | $66 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $65 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $65 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,071,334−100.0% | Sold out |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −349,220−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −294,112−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −207,513−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −139,982−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −118,357−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −108,725−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −87,362−100.0% | Sold out |
| MPM Oncology Impact Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −57,238−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −51,108−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −28,780−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,620−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −19,843−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −16,091−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −13,114−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −11,186−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −10,257−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,883−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,866−100.0% | Sold out |
| Jackson Thornton Asset Management, LLC | 0 | $0 | 0.00% | −9,476−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −9,974−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,173−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Adkins Seale Capital Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −30,945−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Pandora Wealth, Inc. | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |