| Proffitt & Goodson Inc | 175 | $12.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 174 | $12.0K | 0.00% | −59−25.3% | Reduced |
| Cygnus Capital Advisors, LLC | 171 | $12.0K | 0.01% | +171 | New |
| Root Financial Partners, LLC | 162 | $11.2K | 0.00% | +65+67.0% | Added |
| Massmutual Trust Co FSB | 160 | $11.0K | 0.00% | +133+492.6% | Added |
| Bare Financial Services, Inc | 158 | $10.9K | 0.00% | +20+14.5% | Added |
| Federation des caisses Desjardins du Quebec | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 130 | $8.97K | 0.00% | −60−31.6% | Reduced |
| Parkside Financial Bank & Trust | 124 | $8.56K | 0.00% | +27+27.8% | Added |
| Darwin Advisors, LLC | 110 | $7.59K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.90K | 0.00% | +100 | New |
| C M Bidwell & Associates Ltd | 97 | $6.69K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 96 | $6.62K | 0.00% | −746−88.6% | Reduced |
| Armstrong Advisory Group, Inc | 96 | $6.62K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $4.83K | 0.00% | −2−2.8% | Reduced |
| Farmers & Merchants Investments Inc | 63 | $4.35K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 60 | $4.00K | 0.00% | +60 | New |
| Sunbelt Securities, Inc. | 51 | $3.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $2.76K | 0.00% | +40 | New |
| Decker Retirement Planning Inc. | 39 | $2.69K | 0.00% | −51,408−99.9% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $2.35K | 0.00% | +17+100.0% | Added |
| Clearstead Advisors, LLC | 32 | $2.21K | 0.00% | −172−84.3% | Reduced |
| Zions Bancorporation, National Association | 32 | $2.21K | 0.00% | +32 | New |
| Rialto Wealth Management, LLC | 29 | $2.00K | 0.00% | +2+7.4% | Added |
| CVA Family Office, LLC | 28 | $1.93K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 28 | $1.93K | 0.00% | +28 | New |
| J.Safra Asset Management Corp | 27 | $1.86K | 0.00% | +27 | New |
| Basecamp Wealth Advisors LLC | 25 | $1.73K | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 24 | $1.66K | 0.00% | −7−22.6% | Reduced |
| MAI Capital Management | 21 | $1.45K | 0.00% | −166−88.8% | Reduced |
| Assetmark, Inc | 20 | $1.38K | 0.00% | +20 | New |
| Flagship Harbor Advisors, LLC | 16 | $1.10K | 0.00% | +16 | New |
| Cedar Mountain Advisors, LLC | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $966 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $966 | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 13 | $897 | 0.00% | +1+8.3% | Added |
| Trust Co | 13 | $897 | 0.00% | +13 | New |
| Ankerstar Wealth, LLC | 12 | $828 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 10 | $690 | 0.00% | +7+233.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $621 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $552 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 8 | $552 | 0.00% | +8 | New |
| Abound Wealth Management | 7 | $483 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5 | $345 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $345 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $276 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $207 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 2 | $138 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $106 | 0.00% | +2 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −994,282−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −940,071−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −654,174−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −375,990−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −172,028−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −151,600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −102,901−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −80,680−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −48,536−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −29,874−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −26,009−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −25,738−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −22,511−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −18,467−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,806−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −11,495−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,822−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −8,917−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −8,706−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −7,206−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,662−100.0% | Sold out |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Owen LaRue, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,407−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,986−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,890−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −3,766−100.0% | Sold out |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −3,766−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −3,644−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
