| Grove Bank & Trust | 34 | $4.37K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 33 | $4.24K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 33 | $4.24K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 31 | $4.01K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 30 | $3.86K | 0.01% | +30 | New |
| Versant Capital Management, Inc | 30 | $3.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $3.47K | 0.00% | −10−27.0% | Reduced |
| Anfield Capital Management, LLC | 27 | $3.47K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 26 | $3.34K | 0.00% | −5−16.1% | Reduced |
| Prestige Wealth Management Group LLC | 25 | $3.24K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 26 | $3.22K | 0.00% | +3+13.0% | Added |
| Hollencrest Capital Management | 25 | $3.21K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $3.21K | 0.00% | +7+38.9% | Added |
| Cullen/Frost Bankers, Inc. | 24 | $3.09K | 0.00% | −31−56.4% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $3.00K | 0.00% | +1+4.0% | Added |
| Avion Wealth | 26 | $3.00K | 0.00% | +10+62.5% | Added |
| Compagnie Lombard Odier SCmA | 20 | $2.57K | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 19 | $2.46K | 0.00% | +5+35.7% | Added |
| Financial Network Wealth Advisors LLC | 17 | $2.18K | 0.00% | −13−43.3% | Reduced |
| Valued Wealth Advisors LLC | 16 | $2.06K | 0.00% | +7+77.8% | Added |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.80K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $1.41K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9 | $1.15K | 0.00% | +9 | New |
| Quent Capital, LLC | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $1.00K | 0.00% | −45−76.3% | Reduced |
| True Wealth Design, LLC | 7 | $899 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $770 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $642 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $642 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $642 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $642 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 3 | $385 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $385 | 0.00% | +3 | New |
| First Personal Financial Services | 1 | $129 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 0 | $10 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −223,233−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −181,907−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −145,981−100.0% | Sold out |
| Nekton Capital Ltd. | 0 | $0 | 0.00% | −62,289−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −48,583−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −19,095−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,783−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,091−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −5,079−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,301−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −4,193−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Pingora Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| Arvest Trust Co N A | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Hyman Charles D | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
