| Umb Bank N A | 973 | $9.13K | 0.00% | +192+24.6% | Added |
| Bollard Group LLC | 954 | $9.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 846 | $7.94K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 833 | $7.81K | 0.00% | −1,161−58.2% | Reduced |
| Federated Hermes, Inc. | 746 | $7.00K | 0.00% | +502+205.7% | Added |
| Los Angeles Capital Management LLC | 667 | $6.26K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 585 | $5.49K | 0.00% | +585 | New |
| Avion Wealth | 602 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 482 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 497 | $4.66K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 476 | $4.46K | 0.00% | +476 | New |
| Essential Partners LLC | 456 | $4.28K | 0.00% | +97+27.0% | Added |
| Harbour Investments, Inc. | 408 | $3.83K | 0.00% | +378+1,260.0% | Added |
| Longview Financial Advisors, Inc. | 403 | $3.78K | 0.00% | +403 | New |
| Quadrant Capital Group LLC | 396 | $3.71K | 0.00% | −3,300−89.3% | Reduced |
| Larson Financial Group LLC | 382 | $3.58K | 0.00% | +286+297.9% | Added |
| Parallel Advisors, LLC | 314 | $2.94K | 0.00% | −221−41.3% | Reduced |
| Versant Capital Management, Inc | 311 | $2.92K | 0.00% | +304+4,342.9% | Added |
| Quent Capital, LLC | 301 | $2.82K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 275 | $2.75K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 250 | $2.35K | 0.00% | +250 | New |
| Rockefeller Capital Management L.P. | 240 | $2.25K | 0.00% | +59+32.6% | Added |
| Rothschild Investment LLC | 235 | $2.20K | 0.00% | +19+8.8% | Added |
| UMA Financial Services, Inc. | 226 | $2.12K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 199 | $1.87K | 0.00% | −30−13.1% | Reduced |
| Parkside Financial Bank & Trust | 186 | $1.75K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 183 | $1.72K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 140 | $1.31K | 0.00% | +140 | New |
| Keating Financial Advisory Services, Inc. | 140 | $1.31K | 0.00% | +140 | New |
| Picton Mahoney Asset Management | 129 | $1.21K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 124 | $1.16K | 0.00% | −89−41.8% | Reduced |
| CoreCap Advisors, LLC | 122 | $1.14K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 118 | $1.11K | 0.00% | +118 | New |
| Covestor Ltd | 140 | $1.00K | 0.00% | −31−18.1% | Reduced |
| Investors Portfolio Services LLC | 86 | $990 | 0.00% | +86 | New |
| Farmers & Merchants Investments Inc | 105 | $985 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 102 | $957 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 100 | $938 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 95 | $891 | 0.00% | −386−80.2% | Reduced |
| NBC Securities, Inc. | 92 | $862 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 90 | $844 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 73 | $747 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 76 | $713 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 70 | $657 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 68 | $634 | 0.00% | +68 | New |
| TD Waterhouse Canada Inc. | 62 | $621 | 0.00% | +62 | New |
| Smartleaf Asset Management LLC | 75 | $608 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $563 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 57 | $535 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 55 | $516 | 0.00% | +55 | New |
| Bogart Wealth, LLC | 50 | $469 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $460 | 0.00% | +49 | New |
| Financial Consulate, Inc | 48 | $451 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 48 | $450 | 0.00% | +48 | New |
| True Wealth Design, LLC | 46 | $432 | 0.00% | +23+100.0% | Added |
| Assetmark, Inc | 44 | $413 | 0.00% | +35+388.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 38 | $357 | 0.00% | +38 | New |
| Ankerstar Wealth, LLC | 37 | $347 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 36 | $338 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 33 | $310 | 0.00% | +15+83.3% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 32 | $300 | 0.00% | −16−33.3% | Reduced |
| GoalVest Advisory LLC | 29 | $272 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $263 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 25 | $234 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $141 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $94 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $38 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $9 | 0.00% | +1 | New |
| Searchlight Capital Partners, L.P. | 0 | $0 | 0.00% | −2,273,504−100.0% | Sold out |
| Contrarian Capital Management, L.L.C. | 0 | $0 | 0.00% | −443,810−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −380,042−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −177,223−100.0% | Sold out |
| Unifi Asset Management LP | 0 | $0 | 0.00% | −134,169−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −75,842−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −44,236−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −34,574−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −25,329−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −20,302−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −13,708−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −12,202−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −11,572−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −11,404−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,371−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,037−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −8,903−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Sunrise Financial Services, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Sherbrooke Park Advisers LLC | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
