| Federation des caisses Desjardins du Quebec | 539 | $16.8K | 0.00% | −1,500−73.6% | Reduced |
| Advisory Services Network, LLC | 465 | $14.5K | 0.00% | +465 | New |
| Allworth Financial LP | 456 | $14.2K | 0.00% | +434+1,972.7% | Added |
| TD Waterhouse Canada Inc. | 315 | $14.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 442 | $14.0K | 0.01% | +432+4,320.0% | Added |
| Riverview Trust Co | 419 | $13.0K | 0.01% | +419 | New |
| Belpointe Asset Management LLC | 347 | $10.8K | 0.00% | +347 | New |
| Founders Capital Management | 319 | $10.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 278 | $9.00K | 0.01% | −75−21.2% | Reduced |
| Concord Wealth Partners | 268 | $8.36K | 0.00% | +268 | New |
| TD Capital Management LLC | 247 | $7.70K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 225 | $7.02K | 0.00% | +218+3,114.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 200 | $6.24K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 200 | $6.24K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 175 | $5.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 896 | $5.05K | 0.00% | +896 | New |
| FNY Investment Advisers, LLC | 170 | $5.00K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 151 | $4.71K | 0.00% | +151 | New |
| Newbridge Financial Services Group, Inc. | 150 | $4.68K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 150 | $4.68K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 132 | $4.12K | 0.00% | +132 | New |
| Smithfield Trust Co | 115 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 100 | $3.12K | 0.00% | +100 | New |
| HBC Financial Services, PLLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 100 | $3.00K | 0.00% | +100 | New |
| Fifth Third Bancorp | 88 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $2.53K | 0.00% | +49+153.1% | Added |
| Money Concepts Capital Corp | 75 | $2.34K | 0.00% | +75 | New |
| Accurate Wealth Management, LLC | 50 | $1.99K | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 54 | $1.69K | 0.00% | +2+3.8% | Added |
| ICA Group Wealth Management, LLC | 50 | $1.56K | 0.00% | +50 | New |
| Baker Avenue Asset Management, LP | 40 | $1.25K | 0.00% | +40 | New |
| PayPay Securities Corp | 37 | $1.16K | 0.08% | +37 | New |
| VitalStone Financial, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Bourgeon Capital Management LLC | 32 | $999 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $936 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $687 | 0.00% | −121−84.6% | Reduced |
| Parkside Financial Bank & Trust | 21 | $655 | 0.00% | −15−41.7% | Reduced |
| Earnest Partners LLC | 18 | $562 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $531 | 0.00% | +2+13.3% | Added |
| JFS Wealth Advisors, LLC | 16 | $499 | 0.00% | +11+220.0% | Added |
| BerganKDV Wealth Management, LLC | 13 | $406 | 0.00% | +13 | New |
| Horan Securities, Inc. | 11 | $343 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $322 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 9 | $281 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 8 | $250 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $250 | 0.00% | +8 | New |
| Rise Advisors, LLC | 5 | $156 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $156 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 4 | $125 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $31 | 0.00% | −268−99.6% | Reduced |
| DB Wealth Management Group, LLC | 1 | $31 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | −44−80.0% | Reduced |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| 6elm Capital LP | 0 | $0 | 0.00% | −173,277−100.0% | Sold out |
| Akaris Global Partners, LP | 0 | $0 | 0.00% | −89,914−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −89,010−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −81,838−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −60,001−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −46,643−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −45,777−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −27,201−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −23,633−100.0% | Sold out |
| Venator Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −16,278−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −15,365−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −14,456−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,941−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −13,886−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −10,774−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −10,037−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −9,654−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Means Investment Co., Inc. | 0 | $0 | 0.00% | −7,718−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,660−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −7,410−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,237−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |