| Bay Harbor Wealth Management, LLC | 27 | $1.48K | 0.00% | +6+28.6% | Added |
| JNBA Financial Advisors | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 24 | $1.32K | 0.00% | +21+700.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $1.21K | 0.00% | −8−26.7% | Reduced |
| SBI Securities Co., Ltd. | 22 | $1.21K | 0.00% | +22 | New |
| Creative Capital Management Investments LLC | 21 | $1.15K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 20 | $1.10K | 0.00% | −70−77.8% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $989 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 18 | $884 | 0.00% | +18 | New |
| HFM Investment Advisors, LLC | 16 | $879 | 0.00% | +6+60.0% | Added |
| Keating Financial Advisory Services, Inc. | 16 | $878 | 0.00% | −60−78.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 14 | $769 | 0.00% | −1−6.7% | Reduced |
| Planning Strategies Inc. | 14 | $769 | 0.00% | +14 | New |
| Highline Wealth Partners LLC | 13 | $714 | 0.00% | −149−92.0% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $714 | 0.00% | −24−64.9% | Reduced |
| Bogart Wealth, LLC | 13 | $714 | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 13 | $714 | 0.00% | +13 | New |
| Buck Wealth Strategies, LLC | 12 | $659 | 0.00% | +12 | New |
| Elevated Capital Advisors, LLC | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 9 | $494 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $439 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $385 | 0.00% | −14−66.7% | Reduced |
| Quaker Wealth Management, LLC | 7 | $385 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $329 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 4 | $217 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 3 | $165 | 0.00% | −21−87.5% | Reduced |
| Raffa Wealth Management, LLC | 3 | $165 | 0.00% | −17−85.0% | Reduced |
| National Bank of Canada | 2 | $110 | 0.00% | −204−99.0% | Reduced |
| MV Capital Management, Inc. | 2 | $110 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $55 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $20 | 0.00% | 0 | Unchanged |
| Financial Management Professionals, Inc. | 0 | $16 | 0.00% | 0 | New |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −806,332−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −774,529−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −685,601−100.0% | Sold out |
| Professional Advisory Services Inc | 0 | $0 | 0.00% | −305,208−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −153,390−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −134,726−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −132,921−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −93,675−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −83,296−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −75,667−100.0% | Sold out |
| Geneva Capital Management LLC | 0 | $0 | 0.00% | −59,654−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −58,029−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −39,796−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −38,936−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −37,622−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −34,925−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,550−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −23,476−100.0% | Sold out |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −23,223−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −23,174−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −21,108−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −21,106−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −20,733−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −19,478−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −14,736−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,472−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −12,020−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,480−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −10,012−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8,721−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,514−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −7,257−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,922−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,086−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −5,916−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −5,214−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −5,166−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
