| Global Retirement Partners, LLC | 75 | $10.9K | 0.00% | −45−37.5% | Reduced |
| Bogart Wealth, LLC | 71 | $10.3K | 0.00% | +71 | New |
| Hughes Financial Services, LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 65 | $9.46K | 0.00% | +65 | New |
| WealthCollab, LLC | 63 | $9.17K | 0.00% | +11+21.2% | Added |
| Washington Trust Advisors, Inc. | 63 | $9.17K | 0.00% | +63 | New |
| Caitong International Asset Management Co., Ltd | 54 | $7.86K | 0.01% | −1,741−97.0% | Reduced |
| Creative Financial Designs Inc | 50 | $7.28K | 0.00% | +50 | New |
| Vermillion & White Wealth Management Group, LLC | 47 | $6.84K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $5.84K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $5.39K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 36 | $5.24K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 35 | $5.10K | 0.00% | +35 | New |
| Hemington Wealth Management | 37 | $5.00K | 0.00% | +37 | New |
| UMA Financial Services, Inc. | 33 | $4.81K | 0.00% | +9+37.5% | Added |
| Disciplined Equity Management, Inc. | 30 | $4.37K | 0.00% | +30 | New |
| Colonial Trust Co | 26 | $4.34K | 0.00% | −12−31.6% | Reduced |
| Retirement Wealth Solutions LLC | 28 | $4.08K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 26 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 23 | $3.35K | 0.00% | +23 | New |
| Indiana Trust & Investment Management CO | 22 | $3.20K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 18 | $2.62K | 0.00% | +18 | New |
| Avion Wealth | 15 | $2.00K | 0.00% | +4+36.4% | Added |
| Winthrop Capital Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.46K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $1.46K | 0.00% | −90,230−100.0% | Reduced |
| Caitlin John, LLC | 10 | $1.46K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $1.46K | 0.00% | +10 | New |
| Montag A & Associates Inc | 8 | $1.17K | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 8 | $1.17K | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $874 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $739 | 0.00% | +6 | New |
| Financial Consulate, Inc | 5 | $729 | 0.00% | +5 | New |
| Financial Network Wealth Advisors LLC | 4 | $582 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 3 | $437 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $292 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $291 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $291 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 1 | $146 | 0.00% | +1 | New |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −890,800−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −481,636−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −462,533−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −279,620−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −238,159−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −231,698−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −174,272−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −114,490−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −65,137−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −35,225−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −27,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,232−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,760−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −22,412−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −16,430−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −16,075−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −12,337−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −12,330−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,518−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −8,332−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −7,922−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,907−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,395−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,276−100.0% | Sold out |
| Axim Planning & Wealth | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −2,530−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2,057−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |
