| Northwestern Mutual Wealth Management Co | 184 | $17.0K | 0.00% | −367−66.6% | Reduced |
| Assetmark, Inc | 180 | $16.7K | 0.00% | +180 | New |
| GAMMA Investing LLC | 149 | $13.8K | 0.00% | −28−15.8% | Reduced |
| Capital Performance Advisors LLP | 137 | $12.7K | 0.00% | +137 | New |
| Quarry LP | 131 | $12.1K | 0.00% | +98+297.0% | Added |
| Versant Capital Management, Inc | 129 | $11.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 101 | $10.0K | 0.00% | +24+31.2% | Added |
| True Wealth Design, LLC | 102 | $9.44K | 0.00% | +102 | New |
| Smartleaf Asset Management LLC | 97 | $8.99K | 0.00% | −9−8.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 96 | $8.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 95 | $8.79K | 0.00% | −44−31.7% | Reduced |
| Rosenberg Matthew Hamilton | 89 | $8.24K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $7.97K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 77 | $7.13K | 0.00% | +77 | New |
| First Horizon Advisors, Inc. | 73 | $6.76K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 72 | $6.66K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 64 | $5.92K | 0.00% | −3−4.5% | Reduced |
| TD Waterhouse Canada Inc. | 57 | $5.19K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49 | $4.54K | 0.00% | −290−85.5% | Reduced |
| Harbor Capital Advisors, Inc. | 43 | $4.00K | 0.00% | +43 | New |
| Brown Brothers Harriman & Co | 38 | $3.52K | 0.00% | +38 | New |
| Lindbrook Capital, LLC | 34 | $3.15K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 34 | $3.15K | 0.00% | +6+21.4% | Added |
| Allworth Financial LP | 33 | $3.06K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 31 | $2.87K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 31 | $2.87K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $1.97K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $1.85K | 0.00% | −1−4.8% | Reduced |
| Caitlin John, LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $1.57K | 0.00% | +1+6.3% | Added |
| Whittier Trust Co of Nevada Inc | 16 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $1.39K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $1.30K | 0.00% | −208−93.7% | Reduced |
| Parkside Financial Bank & Trust | 7 | $648 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6 | $559 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $556 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $556 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4 | $370 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $278 | 0.00% | −15−83.3% | Reduced |
| Ridgewood Investments LLC | 3 | $278 | 0.00% | −10−76.9% | Reduced |
| Farther Finance Advisors, LLC | 3 | $278 | 0.00% | −2−40.0% | Reduced |
| Abound Wealth Management | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $185 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 1 | $93 | 0.00% | +1 | New |
| Hemington Wealth Management | 8 | $0 | 0.00% | +8 | New |
| Inclusive Capital Partners, L.P. | 0 | $0 | 0.00% | −975,000−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −28,174−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,048−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −9,901−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −9,286−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,216−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −9,034−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,046−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,164−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,475−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,583−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,978−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,947−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −2,692−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,408−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,398−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Emfo, LLC | – | – | – | – | Not filed |
