| JFS Wealth Advisors, LLC | 64 | $9.55K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 61 | $9.11K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 60 | $8.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $7.47K | 0.00% | +50 | New |
| TD Private Client Wealth LLC | 44 | $6.57K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $6.12K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 40 | $5.97K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 35 | $5.22K | 0.00% | +35 | New |
| Private Wealth Management Group, LLC | 34 | $5.08K | 0.00% | +34 | New |
| JDM Financial Group LLC | 34 | $5.08K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 33 | $5.00K | 0.00% | +11+50.0% | Added |
| Bogart Wealth, LLC | 32 | $4.78K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 32 | $4.78K | 0.00% | +32 | New |
| Cassady Schiller Wealth Management, LLC | 29 | $4.33K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 22 | $3.28K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 21 | $3.13K | 0.00% | +21 | New |
| Tradition Wealth Management, LLC | 21 | $3.00K | 0.00% | −8−27.6% | Reduced |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 20 | $2.98K | 0.00% | −20−50.0% | Reduced |
| Versant Capital Management, Inc | 18 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 17 | $2.54K | 0.00% | +17 | New |
| C M Bidwell & Associates Ltd | 16 | $2.39K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $2.00K | 0.00% | −10−45.5% | Reduced |
| Sunbelt Securities, Inc. | 13 | $1.94K | 0.00% | −8−38.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 13 | $1.94K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 7 | $1.19K | 0.00% | +7 | New |
| American National Bank | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.04K | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | −16−69.6% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | −16−66.7% | Reduced |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $674 | 0.00% | +1+25.0% | Added |
| True Wealth Design, LLC | 4 | $598 | 0.00% | +1+33.3% | Added |
| Baystate Wealth Management LLC | 2 | $336 | 0.00% | +2 | New |
| Delta Asset Management LLC | 2 | $299 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 2 | $299 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −240,100−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −50,270−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −47,400−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,591−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −18,428−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −18,346−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −18,150−100.0% | Sold out |
| Tilt Investment Management Holdings, PBC | 0 | $0 | 0.00% | −17,950−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −13,085−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −12,717−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,351−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −10,579−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −9,869−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,315−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −7,622−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,815−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,784−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,034−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −2,391−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,979−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| SIG North Trading, ULC | – | – | – | – | Not filed |
| Lowell Blake & Associates Inc. | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |