| North Star Investment Management Corp. | 12 | $3.32K | 0.00% | +3+33.3% | Added |
| Dogwood Wealth Management LLC | 12 | $3.32K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 11 | $3.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $3.04K | 0.00% | +4+57.1% | Added |
| ZRC Wealth Management, LLC | 10 | $2.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 10 | $2.77K | 0.00% | +10 | New |
| Manchester Capital Management LLC | 9 | $2.49K | 0.00% | −2−18.2% | Reduced |
| JPL Wealth Management, LLC | 9 | $2.49K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $2.21K | 0.00% | +4+100.0% | Added |
| Ares Financial Consulting, LLC | 8 | $2.19K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.94K | 0.00% | +2+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $1.94K | 0.00% | +3+75.0% | Added |
| Investors Portfolio Services LLC | 6 | $1.82K | 0.00% | −3−33.3% | Reduced |
| Clearstead Advisors, LLC | 6 | $1.66K | 0.00% | −78−92.9% | Reduced |
| South State Corp. | 6 | $1.66K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 6 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $1.66K | 0.00% | +5+500.0% | Added |
| NBT Bank N A | 6 | $1.66K | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $1.66K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $1.52K | 0.00% | +5 | New |
| Cromwell Holdings LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5 | $1.38K | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $1.38K | 0.00% | +5 | New |
| NBC Securities, Inc. | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $1.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $831 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $831 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $830 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $830 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $830 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $830 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $830 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $830 | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $830 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 2 | $553 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2 | $553 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $553 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $277 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1 | $277 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $277 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $277 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −231,675−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −184,010−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −145,483−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −37,845−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −26,553−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −19,138−100.0% | Sold out |
| Karl Kapital LLC | 0 | $0 | 0.00% | −14,898−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,745−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −11,259−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,926−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −8,463−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,258−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −7,898−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| First Nebraska Trust Co | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Highlander Partners, L.P. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
