| JFS Wealth Advisors, LLC | 100 | $6.04K | 0.00% | +38+61.3% | Added |
| Blume Capital Management, Inc. | 90 | $5.43K | 0.00% | +90 | New |
| High Note Wealth, LLC | 77 | $4.65K | 0.00% | −7−8.3% | Reduced |
| Smartleaf Asset Management LLC | 70 | $4.22K | 0.00% | −49−41.2% | Reduced |
| Highline Wealth Partners LLC | 69 | $4.16K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 61 | $3.68K | 0.00% | −24−28.2% | Reduced |
| CoreCap Advisors, LLC | 59 | $3.56K | 0.00% | −10−14.5% | Reduced |
| Jones Financial Companies LLLP | 50 | $3.02K | 0.00% | +50 | New |
| Quest Partners LLC | 48 | $2.90K | 0.00% | +47+4,700.0% | Added |
| Meeder Asset Management Inc | 41 | $2.47K | 0.00% | −58−58.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 41 | $2.47K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 40 | $2.42K | 0.00% | +40 | New |
| Legacy Wealth Managment, LLC | 40 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $2.41K | 0.00% | +40 | New |
| Legacy Investment Solutions, LLC | 40 | $2.41K | 0.00% | +40 | New |
| True Wealth Design, LLC | 37 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 30 | $1.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $1.75K | 0.00% | +8+38.1% | Added |
| Kilter Group LLC | 28 | $1.69K | 0.00% | +28 | New |
| Spire Wealth Management | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $1.45K | 0.00% | +8+50.0% | Added |
| Creative Financial Designs Inc | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $1.15K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 18 | $1.09K | 0.00% | −6−25.0% | Reduced |
| Cornerstone Planning Group LLC | 16 | $1.02K | 0.00% | −2−11.1% | Reduced |
| Rothschild Investment LLC | 15 | $905 | 0.00% | +10+200.0% | Added |
| Tortoise Investment Management, LLC | 14 | $845 | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 13 | $826 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $664 | 0.00% | +8+266.7% | Added |
| Bare Financial Services, Inc | 9 | $543 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $543 | 0.00% | +6+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $543 | 0.00% | +6+200.0% | Added |
| Rialto Wealth Management, LLC | 8 | $483 | 0.00% | +8 | New |
| Harbour Investments, Inc. | 6 | $362 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $302 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $302 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $302 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 4 | $242 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 2 | $121 | 0.00% | +1+100.0% | Added |
| MV Capital Management, Inc. | 1 | $61 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $61 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $60 | 0.00% | −1,495−99.9% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | +3 | New |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −211,444−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −168,621−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −158,827−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| VeriStar Capital Management LP | 0 | $0 | 0.00% | −81,313−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −61,112−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −48,826−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −44,994−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −27,409−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −25,693−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −24,647−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −23,365−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −17,647−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −16,865−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −16,438−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,332−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −11,361−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,198−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,371−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −7,688−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −7,482−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −7,106−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −6,779−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,351−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −4,410−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −4,277−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
