| MV Capital Management, Inc. | 6 | $283 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $236 | 0.00% | −28−84.8% | Reduced |
| Ronald Blue Trust, Inc. | 5 | $236 | 0.00% | −11−68.8% | Reduced |
| First Command Advisory Services, Inc. | 5 | $236 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 5 | $236 | 0.00% | +5 | New |
| Cordant, Inc. | 4 | $186 | 0.00% | +4 | New |
| Maryland Capital Advisors Inc. | 3 | $142 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $141 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $95 | 0.00% | −4−66.7% | Reduced |
| Quaker Wealth Management, LLC | 2 | $95 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 1 | $52 | 0.00% | −51−98.1% | Reduced |
| Concord Wealth Partners | 1 | $47 | 0.00% | +1 | New |
| Abound Wealth Management | 0 | $7 | 0.00% | −17−100.0% | Reduced |
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −191,715−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −112,100−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −107,233−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −75,900−100.0% | Sold out |
| Capital Investment Counsel, LLC | 0 | $0 | 0.00% | −75,003−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −72,139−100.0% | Sold out |
| Tiff Advisory Services Inc | 0 | $0 | 0.00% | −55,936−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −45,699−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −35,539−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −32,227−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −31,862−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −30,031−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −25,249−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −24,043−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −23,116−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,747−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −15,516−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −14,558−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −11,147−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,316−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −9,678−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −9,560−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,571−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8,235−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −8,161−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,526−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −7,357−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −7,088−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −6,842−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −6,720−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −6,706−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −6,706−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −6,460−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −6,460−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −6,421−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −6,303−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −5,857−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −5,835−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −5,774−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,642−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −5,461−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −5,373−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −5,295−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Diversified Enterprises, LLC | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −4,344−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −4,203−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −2,691−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Joseph Group Capital Management | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Guinness Atkinson Asset Management Inc | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Valued Wealth Advisors LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |