| Rossby Financial, LCC | 26 | $4.86K | 0.00% | −12−31.6% | Reduced |
| William B. Walkup & Associates, Inc. | 26 | $4.86K | 0.00% | +26 | New |
| Mascoma Wealth Management LLC | 25 | $4.68K | 0.00% | +25 | New |
| WPG Advisers, LLC | 23 | $4.30K | 0.00% | +9+64.3% | Added |
| UMA Financial Services, Inc. | 22 | $4.12K | 0.00% | +4+22.2% | Added |
| Cromwell Holdings LLC | 21 | $3.93K | 0.00% | +21 | New |
| South State Corp. | 18 | $3.37K | 0.00% | +18 | New |
| Creative Capital Management Investments LLC | 18 | $3.37K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 17 | $3.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $3.18K | 0.00% | +17 | New |
| Continuum Advisory, LLC | 17 | $3.18K | 0.00% | +17 | New |
| Strengthening Families & Communities, LLC | 17 | $3.18K | 0.00% | +17 | New |
| Ameriflex Group, Inc. | 16 | $2.99K | 0.00% | +16 | New |
| Cedar Mountain Advisors, LLC | 15 | $2.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $2.62K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $2.62K | 0.00% | 00.0% | Unchanged |
| Trust Co | 13 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $2.43K | 0.00% | +2+18.2% | Added |
| Hughes Financial Services, LLC | 12 | $2.24K | 0.00% | +12 | New |
| Kilter Group LLC | 11 | $2.06K | 0.00% | +7+175.0% | Added |
| Raffa Wealth Management, LLC | 11 | $2.06K | 0.00% | +10+1,000.0% | Added |
| HFM Investment Advisors, LLC | 10 | $1.87K | 0.00% | +6+150.0% | Added |
| Northwestern Mutual Wealth Management Co | 10 | $1.87K | 0.00% | −573−98.3% | Reduced |
| Silicon Valley Capital Partners | 10 | $1.87K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $1.87K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 9 | $1.68K | 0.00% | +7+350.0% | Added |
| Silver Grove Financial Group, Inc. | 9 | $1.68K | 0.00% | +9 | New |
| JPL Wealth Management, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.50K | 0.00% | +3+60.0% | Added |
| Atlantic Union Bankshares Corp | 5 | $936 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $936 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 5 | $935 | 0.00% | −203−97.6% | Reduced |
| Motco | 2 | $374 | 0.00% | +2 | New |
| Quent Capital, LLC | 2 | $374 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $360 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $287 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $188 | 0.00% | +1 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $187 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $187 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $145 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −1,050,000−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,043,382−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −225,784−100.0% | Sold out |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −206,439−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −169,763−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −92,475−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −73,000−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −69,917−100.0% | Sold out |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −59,223−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −49,012−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −48,044−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −46,435−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −44,718−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −29,272−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −28,554−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −16,062−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −24,902−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Sphera Management Technology Funds Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,480−100.0% | Sold out |
| Sunstone Asset Management, L.P. | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −7,172−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −6,492−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −6,035−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,983−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,574−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| Anther Capital Ltd | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Eddie Patel Inc | 0 | $0 | 0.00% | −2,654−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Godfrey Financial Associates, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
