| Oakworth Capital, Inc. | 37 | $5.75K | 0.00% | +37 | New |
| Highline Wealth Partners LLC | 35 | $5.44K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 35 | $5.44K | 0.00% | +35 | New |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $5.00K | 0.00% | +34 | New |
| Laffer Tengler Investments | 31 | $4.82K | 0.00% | +31 | New |
| Washington Trust Co | 30 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $4.66K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $4.35K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $4.20K | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 23 | $3.57K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 22 | $3.42K | 0.00% | +2+10.0% | Added |
| Bokf, NA | 20 | $3.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 21 | $3.00K | 0.00% | +21 | New |
| Tradition Wealth Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $2.17K | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 13 | $2.04K | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Long Island Wealth Management, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Scarborough Advisors, LLC | 12 | $1.93K | 0.00% | +12 | New |
| BOK Financial Private Wealth, Inc. | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 12 | $1.86K | 0.00% | −12−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $1.71K | 0.00% | +11 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 9 | $1.41K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 7 | $1.06K | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 6 | $933 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $932 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $622 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $467 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $155 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $155 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −125,664−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −108,046−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −46,599−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −45,010−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −27,507−100.0% | Sold out |
| Seascape Capital Management | 0 | $0 | 0.00% | −22,548−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −19,918−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −15,995−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −13,222−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,306−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,295−100.0% | Sold out |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −7,392−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −4,789−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,262−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,713−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,266−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −17,339−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pacific Center for Financial Services | 0 | $0 | 0.00% | 0 | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
