| LGT Financial Advisors LLC | 10 | $993 | 0.00% | +10 | New |
| Cherry Tree Wealth Management, LLC | 9 | $894 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $892 | 0.00% | +9 | New |
| TFC Financial Management | 8 | $795 | 0.00% | −5−38.5% | Reduced |
| Focused Wealth Management, Inc | 6 | $633 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $496 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $477 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $298 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $294 | 0.00% | −107−97.3% | Reduced |
| Avion Wealth | 10 | $0 | 0.00% | −14−58.3% | Reduced |
| Lazard Asset Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,515,382−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −104,139−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −102,606−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −42,344−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −38,432−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −34,246−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −26,381−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −18,173−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −17,513−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −10,591−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −9,316−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,172−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −8,307−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,299−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −8,016−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,344−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,205−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,443−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,090−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −5,849−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −5,817−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,769−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,038−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −2,583−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Triton Wealth Management, PLLC | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Diversified Portfolios, Inc. | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | 0 | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Heron Financial Group, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| Thomas White International Ltd | – | – | – | – | Not filed |
| McMillion Capital Management Inc | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |
