| Hobbs Group Advisors, LLC | 62 | $6.27K | 0.00% | +62 | New |
| FSA Wealth Management LLC | 62 | $6.00K | 0.00% | +62 | New |
| FinTrust Capital Advisors, LLC | 58 | $5.87K | 0.00% | −76−56.7% | Reduced |
| Hollencrest Capital Management | 57 | $5.77K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 55 | $5.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $5.28K | 0.00% | +4+8.3% | Added |
| NewSquare Capital LLC | 52 | $5.26K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $5.00K | 0.00% | +19+61.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $4.45K | 0.00% | +25+131.6% | Added |
| Desjardins Global Asset Management Inc. | 42 | $4.25K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 40 | $4.01K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $3.74K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 34 | $3.44K | 0.00% | +34 | New |
| Bank of New Hampshire | 33 | $3.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $3.24K | 0.00% | +32 | New |
| Cornerstone Planning Group LLC | 28 | $2.83K | 0.00% | −15−34.9% | Reduced |
| Raffa Wealth Management, LLC | 27 | $2.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.63K | 0.00% | +26 | New |
| Private Ocean, LLC | 25 | $2.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 22 | $2.23K | 0.00% | −15−40.5% | Reduced |
| Bogart Wealth, LLC | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $2.02K | 0.00% | −17−45.9% | Reduced |
| Avion Wealth | 22 | $2.00K | 0.00% | −3−12.0% | Reduced |
| Versant Capital Management, Inc | 17 | $1.72K | 0.00% | +4+30.8% | Added |
| Arlington Trust Co LLC | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $1.52K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 14 | $1.42K | 0.00% | −413−96.7% | Reduced |
| American National Bank | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $1.34K | 0.00% | +13 | New |
| TFC Financial Management | 13 | $1.32K | 0.00% | +13 | New |
| Beacon Capital Management, LLC | 14 | $1.29K | 0.00% | −23−62.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $1.22K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 10 | $1.01K | 0.00% | −1−9.1% | Reduced |
| Custom Portfolio Group LLC | 10 | $1.01K | 0.00% | +10 | New |
| Thompson Siegel & Walmsley LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Indiana Trust & Investment Management CO | 9 | $911 | 0.00% | −49−84.5% | Reduced |
| Valued Wealth Advisors LLC | 9 | $833 | 0.00% | +9 | New |
| ClariVest Asset Management LLC | 6 | $605 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 3 | $304 | 0.00% | −2−40.0% | Reduced |
| True Wealth Design, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $126 | 0.00% | −19−95.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −95,108−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −75,235−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −66,700−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −63,063−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −52,062−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −32,986−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −29,162−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −21,876−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −20,296−100.0% | Sold out |
| Proquility Private Wealth Partners, LLC | 0 | $0 | 0.00% | −15,799−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,440−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,617−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −14,466−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −14,307−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −13,069−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,593−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −7,470−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −5,681−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,836−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,023−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |