| RWM Asset Management, LLC | 24 | $3.02K | 0.00% | +24 | New |
| ZRC Wealth Management, LLC | 23 | $2.90K | 0.00% | +18+360.0% | Added |
| TD Private Client Wealth LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $2.40K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 19 | $2.39K | 0.00% | +19 | New |
| Key Capital Management, INC | 17 | $2.14K | 0.00% | +1+6.3% | Added |
| MidFirst Bank | 14 | $1.76K | 0.00% | −659−97.9% | Reduced |
| Heritage Wealth Advisors | 14 | $1.76K | 0.00% | −616−97.8% | Reduced |
| Activest Wealth Management | 14 | $1.76K | 0.00% | +4+40.0% | Added |
| Caitong International Asset Management Co., Ltd | 13 | $1.64K | 0.00% | +13 | New |
| Atlantic Union Bankshares Corp | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $1.51K | 0.00% | +6+100.0% | Added |
| Harbour Investments, Inc. | 12 | $1.51K | 0.00% | −32−72.7% | Reduced |
| First Horizon Corp | 12 | $1.51K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 11 | $1.39K | 0.00% | +5+83.3% | Added |
| Dunhill Financial, LLC | 10 | $1.34K | 0.00% | +8+400.0% | Added |
| Financial Consulate, Inc | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.26K | 0.00% | +10 | New |
| Minot DeBlois Advisors LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.26K | 0.00% | +1+11.1% | Added |
| Whipplewood Advisors, LLC | 10 | $1.26K | 0.00% | +10 | New |
| South State Corp. | 9 | $1.14K | 0.00% | −37−80.4% | Reduced |
| Golden State Wealth Management, LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $1.13K | 0.00% | +2+28.6% | Added |
| Atlas Capital Advisors LLC | 9 | $1.13K | 0.00% | +9 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 7 | $882 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $756 | 0.00% | −463−98.7% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $756 | 0.00% | −6−50.0% | Reduced |
| Cromwell Holdings LLC | 6 | $756 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $630 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $630 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $630 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 4 | $505 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $505 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $504 | 0.00% | −2−33.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $504 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $379 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $379 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 2 | $253 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2 | $252 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $252 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 1 | $127 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $110 | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −182,910−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −74,998−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −72,300−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −70,724−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −57,105−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −34,317−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −28,160−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | −14,471−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −14,146−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,189−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −10,276−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −10,009−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,773−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −8,315−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −8,085−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −7,398−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,240−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −4,516−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −4,239−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,144−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| First Financial Bank - Trust Division | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| MJT & Associates Financial Advisory Group, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| O'Brien Wealth Partners LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| David Loasby | – | – | – | – | Not filed |
