| Farther Finance Advisors, LLC | 546 | $26.5K | 0.00% | +448+457.1% | Added |
| Sterling Capital Management LLC | 506 | $24.5K | 0.00% | +181+55.7% | Added |
| AdvisorNet Financial, Inc | 500 | $24.3K | 0.00% | +450+900.0% | Added |
| Salomon & Ludwin, LLC | 389 | $19.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 383 | $18.6K | 0.00% | +379+9,475.0% | Added |
| Allworth Financial LP | 359 | $17.4K | 0.00% | +65+22.1% | Added |
| Advisor Group Holdings, Inc. | 353 | $17.2K | 0.00% | +3+0.9% | Added |
| Private Wealth Asset Management, LLC | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 271 | $13.1K | 0.00% | +271 | New |
| Umb Bank N A | 254 | $12.3K | 0.00% | +12+5.0% | Added |
| Covestor Ltd | 202 | $10.0K | 0.01% | +25+14.1% | Added |
| Boreal Capital Management LLC | 196 | $9.51K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 173 | $8.39K | 0.00% | +173 | New |
| Global Retirement Partners, LLC | 167 | $8.10K | 0.00% | +167 | New |
| BOK Financial Private Wealth, Inc. | 150 | $7.28K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 132 | $6.40K | 0.00% | −219−62.4% | Reduced |
| Optiver Holding B.V. | 131 | $6.36K | 0.00% | −560−81.0% | Reduced |
| SJS Investment Consulting Inc. | 127 | $6.16K | 0.00% | +126+12,600.0% | Added |
| First Horizon Corp | 120 | $5.82K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $5.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 99 | $4.80K | 0.00% | +12+13.8% | Added |
| Jones Financial Companies LLLP | 99 | $4.77K | 0.00% | +40+67.8% | Added |
| Essential Partners LLC | 97 | $4.71K | 0.00% | −18−15.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 85 | $4.12K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 82 | $3.98K | 0.00% | +2+2.5% | Added |
| CVA Family Office, LLC | 77 | $3.73K | 0.00% | +33+75.0% | Added |
| Whittier Trust Co of Nevada Inc | 55 | $2.88K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 55 | $2.67K | 0.00% | +33+150.0% | Added |
| WPG Advisers, LLC | 54 | $2.62K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 51 | $2.47K | 0.00% | +51 | New |
| JFS Wealth Advisors, LLC | 46 | $2.23K | 0.00% | +20+76.9% | Added |
| Smartleaf Asset Management LLC | 47 | $2.22K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 45 | $2.18K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 44 | $2.13K | 0.00% | −315−87.7% | Reduced |
| Massmutual Trust Co FSB | 43 | $2.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.89K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 38 | $1.84K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $1.79K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 29 | $1.36K | 0.00% | +29 | New |
| Fulcrum Asset Management LLP | 22 | $1.04K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 20 | $970 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $825 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $679 | 0.00% | +14 | New |
| TD Waterhouse Canada Inc. | 12 | $612 | 0.00% | +12 | New |
| Ankerstar Wealth, LLC | 12 | $582 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $534 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 10 | $485 | 0.00% | +8+400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $437 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $437 | 0.00% | +9 | New |
| Huntington National Bank | 8 | $388 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $340 | 0.00% | +5+250.0% | Added |
| Gilpin Wealth Management, LLC | 6 | $292 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $243 | 0.00% | +5 | New |
| Cedar Mountain Advisors, LLC | 4 | $194 | 0.00% | +4 | New |
| LRI Investments, LLC | 3 | $146 | 0.00% | −133−97.8% | Reduced |
| Hughes Financial Services, LLC | 3 | $146 | 0.00% | +1+50.0% | Added |
| Harbour Investments, Inc. | 3 | $146 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $103 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $98 | 0.00% | −1−33.3% | Reduced |
| Davis Capital Management | 2 | $97 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $49 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Madison Avenue Partners, LP | 0 | $0 | 0.00% | −678,417−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −184,215−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −155,140−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −139,349−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −118,678−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −95,586−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −45,638−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −35,852−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −34,562−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −25,823−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −21,331−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −20,907−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −19,060−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −15,775−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −14,998−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −13,202−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −10,221−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −9,963−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,760−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,997−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
