| Mendota Financial Group, LLC | 72 | $11.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 67 | $10.0K | 0.00% | +2+3.1% | Added |
| Private Wealth Management Group, LLC | 51 | $7.95K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 50 | $7.79K | 0.01% | −279−84.8% | Reduced |
| Signaturefd, LLC | 49 | $7.64K | 0.00% | +3+6.5% | Added |
| Bare Financial Services, Inc | 44 | $6.86K | 0.00% | −8−15.4% | Reduced |
| Park Square Financial Group, LLC | 41 | $6.39K | 0.03% | +14+51.9% | Added |
| Spire Wealth Management | 39 | $6.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $5.61K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 28 | $4.37K | 0.00% | +28 | New |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $4.21K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 27 | $4.21K | 0.00% | +27 | New |
| High Note Wealth, LLC | 26 | $4.05K | 0.00% | −2−7.1% | Reduced |
| Cape Investment Advisory, Inc. | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22 | $3.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17 | $2.65K | 0.00% | −56−76.7% | Reduced |
| WealthCollab, LLC | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.49K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $2.34K | 0.00% | +15 | New |
| WPG Advisers, LLC | 15 | $2.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 11 | $1.72K | 0.00% | −24−68.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $1.40K | 0.00% | −503−98.2% | Reduced |
| Fortitude Family Office, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $971 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $780 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $780 | 0.00% | +5 | New |
| Rossby Financial, LCC | 5 | $776 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $468 | 0.00% | −1−25.0% | Reduced |
| True Wealth Design, LLC | 3 | $468 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $468 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 2 | $312 | 0.00% | −1−33.3% | Reduced |
| Abound Wealth Management | 2 | $312 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $311 | 0.00% | +1+100.0% | Added |
| Tortoise Investment Management, LLC | 1 | $156 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 8 | $90 | 0.00% | +8 | New |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,792−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −24,531−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −17,011−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,599−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,528−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,771−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,356−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −8,980−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −8,505−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −7,158−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −4,814−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,620−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,726−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,969−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,785−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| PrairieView Partners, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |