| Zions Bancorporation, N.A. | 9 | $2.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.28K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $1.43K | 0.00% | +5 | New |
| Harbour Investments, Inc. | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $1.43K | 0.00% | +5 | New |
| Sachetta, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $857 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $856 | 0.00% | +3 | New |
| Clark Wealth Partners | 3 | $856 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 2 | $571 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2 | $571 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $571 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2 | $571 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 2 | $571 | 0.00% | +2 | New |
| Colonial Trust Co | 1 | $294 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $285 | 0.00% | −5−83.3% | Reduced |
| NewSquare Capital LLC | 1 | $285 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $285 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $285 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $285 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $277 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 0 | $24 | 0.00% | 0 | New |
| Talon Private Wealth, LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −84,025−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,362−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −22,898−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −20,415−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,329−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −9,633−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −7,348−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −285,671−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −2,587−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −2,138−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,098−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,873−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,832−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Code Waechter LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| American Investment Services, Inc. | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Dynamic Wealth Strategies, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Deseret Mutual Benefit Administrators | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| BBJS Financial Advisors, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Concentric Wealth Management, LLC | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
