| Contravisory Investment Management, Inc. | 174 | $26.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 197 | $26.0K | 0.00% | −1,743−89.8% | Reduced |
| Institutional & Family Asset Management, LLC | 157 | $24.1K | 0.00% | +3+1.9% | Added |
| Plante Moran Financial Advisors, LLC | 150 | $23.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 150 | $23.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 150 | $23.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 148 | $22.8K | 0.00% | +148 | New |
| Parkside Financial Bank & Trust | 136 | $20.9K | 0.00% | −182−57.2% | Reduced |
| Bell Investment Advisors, Inc | 127 | $19.5K | 0.00% | +25+24.5% | Added |
| Allworth Financial LP | 125 | $19.2K | 0.00% | +14+12.6% | Added |
| GWM Advisors LLC | 124 | $19.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $19.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 115 | $17.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 92 | $14.0K | 0.01% | −20−17.9% | Reduced |
| Column Capital Advisors, LLC | 87 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 80 | $12.3K | 0.00% | +80 | New |
| Umb Bank N A | 74 | $11.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 72 | $11.1K | 0.00% | +12+20.0% | Added |
| AdvisorNet Financial, Inc | 62 | $9.49K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 57 | $8.77K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 47,052 | $7.24K | 0.00% | −3,661−7.2% | Reduced |
| Register Financial Advisors LLC | 46 | $7.08K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $6.31K | 0.00% | +41 | New |
| ClariVest Asset Management LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 38 | $5.84K | 0.00% | +38 | New |
| ICA Group Wealth Management, LLC | 28 | $4.31K | 0.00% | +15+115.4% | Added |
| Spire Wealth Management | 28 | $4.31K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Central Trust Co | 25 | $3.85K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 114 | $3.53K | 0.00% | +95+500.0% | Added |
| JFS Wealth Advisors, LLC | 22 | $3.38K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 22 | $3.38K | 0.00% | +22 | New |
| Safeguard Financial, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 19 | $2.92K | 0.00% | −2−9.5% | Reduced |
| Glassman Wealth Services | 19 | $2.92K | 0.00% | +11+137.5% | Added |
| Geneos Wealth Management Inc. | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 15 | $2.34K | 0.00% | +15 | New |
| Sofos Investments, Inc. | 154 | $1.93K | 0.01% | +19+14.1% | Added |
| Massmutual Trust Co FSB | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11 | $1.69K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.23K | 0.00% | +3+60.0% | Added |
| Disciplined Investments, LLC | 8 | $1.23K | 0.00% | +2+33.3% | Added |
| Versant Capital Management, Inc | 7 | $1.08K | 0.00% | +2+40.0% | Added |
| Sunbelt Securities, Inc. | 6 | $977 | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 5 | $769 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $462 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3 | $461 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $308 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $308 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $308 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $308 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3 | $63 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 50,380 | $3 | 0.00% | +50,380 | New |
| Avion Wealth | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −161,889−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −52,515−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −27,784−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −26,035−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,266−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,620−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −9,279−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,090−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −7,020−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −6,873−100.0% | Sold out |
| Pale Fire Capital SE | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,644−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −2,681−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| Zebra Capital Management LLC | – | – | – | – | Not filed |