| Concord Wealth Partners | 111 | $3.62K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 109 | $3.55K | 0.00% | +109 | New |
| Darwin Advisors, LLC | 107 | $3.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 102 | $3.33K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 104 | $3.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 86 | $2.79K | 0.00% | +1+1.2% | Added |
| Investors Research Corp | 84 | $2.74K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 77 | $2.51K | 0.01% | +77 | New |
| Tidemark, LLC | 76 | $2.48K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 70 | $2.28K | 0.00% | +30+75.0% | Added |
| ZRC Wealth Management, LLC | 68 | $2.22K | 0.00% | +68 | New |
| Principia Wealth Advisory, LLC | 68 | $2.22K | 0.00% | +5+7.9% | Added |
| South State Corp. | 66 | $2.15K | 0.00% | −279−80.9% | Reduced |
| Penserra Capital Management LLC | 87 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 60 | $1.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $1.78K | 0.00% | −6−10.0% | Reduced |
| Bellevue Asset Management, LLC | 50 | $1.63K | 0.00% | +50 | New |
| Transamerica Financial Advisors, Inc. | 44 | $1.46K | 0.00% | +44 | New |
| American Capital Advisory, LLC | 40 | $1.30K | 0.00% | +4+11.1% | Added |
| Guerra Advisors Inc | 40 | $1.30K | 0.00% | +40 | New |
| Retirement Wealth Solutions LLC | 39 | $1.27K | 0.00% | +39 | New |
| Quaker Wealth Management, LLC | 38 | $1.24K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 37 | $1.21K | 0.00% | +37 | New |
| Millstone Evans Group, LLC | 32 | $1.04K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 33 | $1.00K | 0.00% | +1+3.1% | Added |
| Cloud Capital Management, LLC | 52 | $1.00K | 0.00% | +52 | New |
| Rialto Wealth Management, LLC | 30 | $979 | 0.00% | +30 | New |
| United Community Bank | 29 | $946 | 0.00% | +29 | New |
| Heartwood Wealth Advisors LLC | 25 | $815 | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 24 | $783 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 23 | $751 | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 22 | $669 | 0.00% | −16−42.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 17 | $554 | 0.00% | +17 | New |
| TFC Financial Management | 16 | $522 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 15 | $490 | 0.00% | +15 | New |
| High Note Wealth, LLC | 13 | $424 | 0.00% | +13 | New |
| Quest 10 Wealth Builders, Inc. | 12 | $386 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $342 | 0.00% | −10−47.6% | Reduced |
| Aspect Partners, LLC | 8 | $261 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $261 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 21 | $134 | 0.00% | −106−83.5% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $98 | 0.00% | −54−94.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $25 | 0.00% | −638−99.8% | Reduced |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −766,949−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −376,574−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −360,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −255,764−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −251,648−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −192,783−100.0% | Sold out |
| Aew Capital Management L P | 0 | $0 | 0.00% | −181,230−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −122,798−100.0% | Sold out |
| Berkley W R Corp | 0 | $0 | 0.00% | −104,400−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −52,537−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −45,931−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −38,450−100.0% | Sold out |
| American Assets Capital Advisers, LLC | 0 | $0 | 0.00% | −36,184−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −26,597−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −17,457−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −12,758−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,506−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −9,635−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −9,463−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −7,608−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,629−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −7,339−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,025−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,980−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Investment Management Corp | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ryan Investment Management, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Churchill Management Corp | – | – | – | – | Not filed |
