| Farmers & Merchants Investments Inc | 81 | $14.5K | 0.00% | +5+6.6% | Added |
| Fairfield Financial Advisors, LTD | 80 | $14.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 77 | $13.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 75 | $12.8K | 0.00% | −91−54.8% | Reduced |
| WR Wealth Planners, LLC | 71 | $12.7K | 0.00% | +8+12.7% | Added |
| Coston, McIsaac & Partners | 64 | $11.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 55 | $9.85K | 0.01% | −30−35.3% | Reduced |
| Salomon & Ludwin, LLC | 54 | $9.67K | 0.00% | +54 | New |
| Cornerstone Planning Group LLC | 52 | $9.31K | 0.00% | −7−11.9% | Reduced |
| Hallmark Capital Management Inc | 52 | $9.31K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 51 | $9.13K | 0.00% | +51 | New |
| Highline Wealth Partners LLC | 51 | $9.13K | 0.01% | +51 | New |
| Tyler-Stone Wealth Management | 51 | $9.00K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $8.95K | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 47 | $8.41K | 0.00% | +11+30.6% | Added |
| Johnson Financial Group, Inc. | 46 | $8.24K | 0.00% | +46 | New |
| PrairieView Partners, LLC | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 47 | $8.00K | 0.00% | +47 | New |
| North Star Investment Management Corp. | 44 | $7.88K | 0.00% | +39+780.0% | Added |
| M&R Capital Management Inc | 37 | $6.63K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $6.47K | 0.00% | +36 | New |
| Glass Jacobson Investment Advisors llc | 35 | $6.27K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 32 | $5.73K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 31 | $5.55K | 0.00% | +31 | New |
| Hexagon Capital Partners LLC | 30 | $5.37K | 0.00% | −3−9.1% | Reduced |
| Iron Horse Wealth Management, LLC | 27 | $4.83K | 0.00% | +13+92.9% | Added |
| Versant Capital Management, Inc | 26 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $4.48K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 25 | $4.48K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $4.30K | 0.00% | −2−7.7% | Reduced |
| Western Pacific Wealth Management, LP | 24 | $4.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $4.12K | 0.00% | −76−76.8% | Reduced |
| City State Bank | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $3.40K | 0.00% | +3+18.8% | Added |
| Beacon Capital Management, LLC | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 18 | $3.22K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | +6+66.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 14 | $2.53K | 0.00% | +14 | New |
| Jackson, Grant Investment Advisers, Inc. | 13 | $2.33K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $2.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $2.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $1.97K | 0.00% | +11 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | +6 | New |
| TFC Financial Management | 4 | $717 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $716 | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $538 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $358 | 0.00% | +2 | New |
| Lazard Asset Management LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −128,141−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −8,831−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,389−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −5,338−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,312−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,438−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Patron Partners Advisors, LLC | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Efg Capital International Corp. | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| First Command Bank | – | – | – | – | Not filed |
| First Command Financial Services, Inc. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
