| Castleview Partners, LLC | 119 | $16.1K | 0.01% | +8+7.2% | Added |
| Geneos Wealth Management Inc. | 113 | $15.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 109 | $14.9K | 0.00% | −6−5.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 100 | $13.7K | 0.00% | +100 | New |
| Hemington Wealth Management | 96 | $13.0K | 0.00% | +26+37.1% | Added |
| GWM Advisors LLC | 92 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 91 | $12.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 89 | $12.2K | 0.00% | −11−11.0% | Reduced |
| Private Trust Co NA | 88 | $12.1K | 0.00% | +35+66.0% | Added |
| Covestor Ltd | 90 | $12.0K | 0.01% | +7+8.4% | Added |
| Aster Capital Management (DIFC) Ltd | 85 | $11.6K | 0.00% | +85 | New |
| Massmutual Trust Co FSB | 78 | $10.7K | 0.00% | −30−27.8% | Reduced |
| Miller Wealth Advisors, LLC | 75 | $10.3K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 65 | $8.89K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 64 | $8.76K | 0.00% | +14+28.0% | Added |
| Venturi Wealth Management, LLC | 57 | $7.81K | 0.00% | +46+418.2% | Added |
| SBI Securities Co., Ltd. | 55 | $7.53K | 0.00% | +55 | New |
| WealthTrak Capital Management LLC | 54 | $7.39K | 0.01% | +54 | New |
| Harvest Fund Management Co., Ltd | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 37 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $4.93K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 35 | $4.76K | 0.01% | +35 | New |
| Innovative Advisory Group, LLC | 32 | $4.38K | 0.00% | +32 | New |
| Assetmark, Inc | 31 | $4.25K | 0.00% | +24+342.9% | Added |
| Whipplewood Advisors, LLC | 31 | $4.25K | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 27 | $3.70K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 26 | $3.50K | 0.00% | +8+44.4% | Added |
| LRI Investments, LLC | 23 | $3.15K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 23 | $3.15K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 23 | $3.15K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $2.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.46K | 0.00% | −3−14.3% | Reduced |
| Colonial Trust Advisors | 18 | $2.46K | 0.00% | +18 | New |
| Pineridge Advisors LLC | 15 | $2.11K | 0.00% | +8+114.3% | Added |
| CVA Family Office, LLC | 14 | $1.92K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $1.78K | 0.00% | +13 | New |
| Transce3nd, LLC | 12 | $1.64K | 0.00% | +12 | New |
| Harbour Investments, Inc. | 10 | $1.37K | 0.00% | +2+25.0% | Added |
| Sachetta, LLC | 9 | $1.23K | 0.00% | −55−85.9% | Reduced |
| Huntington National Bank | 6 | $822 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $822 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $822 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 6 | $822 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 5 | $685 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $685 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 4 | $548 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $548 | 0.00% | +4 | New |
| Capital A Wealth Management, LLC | 4 | $548 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 3 | $411 | 0.00% | +3 | New |
| Larson Financial Group LLC | 2 | $274 | 0.00% | −66−97.1% | Reduced |
| Caitlin John, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $137 | 0.00% | +1 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −136,081−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −99,841−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −32,435−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,159−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −11,598−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −9,339−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −9,271−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −7,932−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −7,569−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,491−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,993−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,392−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,305−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,101−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,441−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Peterson Financial Group, Inc. | – | – | – | – | Not filed |
