| State of Wyoming | 709 | $73.2K | 0.01% | +709 | New |
| Assetmark, Inc | 689 | $71.1K | 0.00% | +238+52.8% | Added |
| Cullen/Frost Bankers, Inc. | 667 | $68.9K | 0.00% | +60+9.9% | Added |
| Kemnay Advisory Services Inc. | 622 | $64.2K | 0.01% | −959−60.7% | Reduced |
| Smartleaf Asset Management LLC | 575 | $59.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 495 | $51.0K | 0.02% | +495 | New |
| Farther Finance Advisors, LLC | 449 | $46.3K | 0.00% | +29+6.9% | Added |
| Optiver Holding B.V. | 367 | $37.9K | 0.00% | +240+189.0% | Added |
| Versant Capital Management, Inc | 347 | $35.8K | 0.00% | −15−4.1% | Reduced |
| Ameritas Advisory Services, LLC | 329 | $34.0K | 0.00% | +329 | New |
| IFP Advisors, Inc | 290 | $29.9K | 0.00% | −17−5.5% | Reduced |
| Clearstead Advisors, LLC | 271 | $28.0K | 0.00% | +261+2,610.0% | Added |
| Signaturefd, LLC | 217 | $22.4K | 0.00% | +46+26.9% | Added |
| Los Angeles Capital Management LLC | 213 | $22.0K | 0.00% | −670−75.9% | Reduced |
| Ares Financial Consulting, LLC | 198 | $20.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 186 | $19.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 184 | $19.0K | 0.00% | +146+384.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 147 | $15.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 129 | $13.3K | 0.00% | +129 | New |
| Brown Brothers Harriman & Co | 120 | $12.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 117 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 115 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $11.4K | 0.00% | +8+7.8% | Added |
| MPWM Advisory Solutions, LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 94 | $9.71K | 0.00% | −2−2.1% | Reduced |
| Fortitude Family Office, LLC | 86 | $8.88K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $8.26K | 0.00% | −14−14.9% | Reduced |
| Central Trust Co | 80 | $8.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $8.05K | 0.00% | +34+77.3% | Added |
| Advisor Group Holdings, Inc. | 74 | $7.64K | 0.00% | −20−21.3% | Reduced |
| Atlantic Trust, LLC | 68 | $7.02K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 71 | $6.92K | 0.00% | +71 | New |
| JFS Wealth Advisors, LLC | 58 | $5.99K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 53 | $5.47K | 0.00% | +53 | New |
| Keating Financial Advisory Services, Inc. | 48 | $4.96K | 0.00% | +1+2.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 45 | $4.65K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 44 | $4.54K | 0.00% | −1−2.2% | Reduced |
| Larson Financial Group LLC | 43 | $4.44K | 0.00% | +12+38.7% | Added |
| Farmers & Merchants Investments Inc | 40 | $4.13K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $4.03K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 35 | $3.62K | 0.00% | +13+59.1% | Added |
| SBI Securities Co., Ltd. | 32 | $3.30K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 30 | $3.10K | 0.00% | −15−33.3% | Reduced |
| Harbour Investments, Inc. | 30 | $3.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 30 | $3.10K | 0.00% | +3+11.1% | Added |
| Valued Wealth Advisors LLC | 19 | $1.96K | 0.00% | +19 | New |
| Creative Capital Management Investments LLC | 18 | $1.86K | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 15 | $1.55K | 0.00% | +15 | New |
| Silver Grove Financial Group, Inc. | 15 | $1.55K | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.14K | 0.00% | +5+83.3% | Added |
| Steward Partners Investment Advisory, LLC | 11 | $1.14K | 0.00% | +11 | New |
| Quarry LP | 11 | $1.14K | 0.00% | +11 | New |
| Covestor Ltd | 9 | $1.00K | 0.00% | +7+350.0% | Added |
| HFM Investment Advisors, LLC | 9 | $930 | 0.00% | +5+125.0% | Added |
| Zions Bancorporation, National Association | 8 | $826 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $723 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $620 | 0.00% | +1+20.0% | Added |
| Financial Management Professionals, Inc. | 5 | $516 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $516 | 0.00% | +4+400.0% | Added |
| Stone House Investment Management, LLC | 3 | $310 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $310 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $210 | 0.00% | +2 | New |
| Pinnacle Wealth Planning Services, Inc. | 2 | $207 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $104 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1 | $103 | 0.00% | +1 | New |
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −371,595−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −193,836−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −140,200−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −49,690−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −45,800−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −23,359−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,417−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,159−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,481−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
