| Keating Financial Advisory Services, Inc. | 169 | $5.05K | 0.00% | +169 | New |
| FNY Investment Advisers, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 164 | $4.90K | 0.00% | +164 | New |
| Massmutual Trust Co FSB | 152 | $4.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 135 | $4.03K | 0.00% | −30−18.2% | Reduced |
| Entrust Financial LLC | 130 | $3.88K | 0.00% | +130 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $3.35K | 0.00% | +112 | New |
| Farmers & Merchants Investments Inc | 110 | $3.29K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $2.69K | 0.00% | +29+47.5% | Added |
| Sound Income Strategies, LLC | 78 | $2.54K | 0.00% | +78 | New |
| Quent Capital, LLC | 81 | $2.42K | 0.00% | −50−38.2% | Reduced |
| Basecamp Wealth Advisors LLC | 75 | $2.24K | 0.00% | +75 | New |
| IFP Advisors, Inc | 71 | $2.12K | 0.00% | −74−51.0% | Reduced |
| TD Capital Management LLC | 68 | $2.04K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $1.79K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 57 | $1.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $1.55K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $1.20K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 53 | $1.00K | 0.00% | +33+165.0% | Added |
| Rossby Financial, LCC | 31 | $926 | 0.00% | +31 | New |
| Rialto Wealth Management, LLC | 28 | $837 | 0.00% | +20+250.0% | Added |
| Fortitude Family Office, LLC | 21 | $627 | 0.00% | −12−36.4% | Reduced |
| Bell Investment Advisors, Inc | 20 | $598 | 0.00% | −16−44.4% | Reduced |
| Ares Financial Consulting, LLC | 20 | $597 | 0.00% | +20 | New |
| Zions Bancorporation, National Association | 19 | $568 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $508 | 0.00% | −6−26.1% | Reduced |
| Hughes Financial Services, LLC | 16 | $478 | 0.00% | −16−50.0% | Reduced |
| Cornerstone Financial Management LLC | 16 | $478 | 0.00% | +16 | New |
| Torren Management, LLC | 13 | $388 | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 12 | $359 | 0.00% | +4+50.0% | Added |
| SJS Investment Consulting Inc. | 11 | $329 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $269 | 0.00% | +1+12.5% | Added |
| Elyxium Wealth, LLC | 5 | $149 | 0.00% | +5 | New |
| Essential Partners LLC | 3 | $90 | 0.00% | −43−93.5% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $90 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $83 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $60 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −206,496−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −77,834−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,194−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −25,712−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −22,236−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −16,812−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −16,724−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −16,314−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −13,910−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,689−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −11,917−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −11,662−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −10,974−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,465−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,652−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,570−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −7,746−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −7,057−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −7,032−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −6,280−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,263−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −6,110−100.0% | Sold out |
| Hamilton Capital Partners Inc. | 0 | $0 | 0.00% | −3,512−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Lindenwold Advisors | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
