| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $4.55K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 77 | $4.49K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $4.08K | 0.00% | −5−6.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 60 | $3.50K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 59 | $3.38K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 55 | $3.21K | 0.00% | +9+19.6% | Added |
| Manning & Napier Advisors LLC | 53 | $3.13K | 0.00% | +53 | New |
| True Wealth Design, LLC | 53 | $3.09K | 0.00% | −1−1.9% | Reduced |
| Retirement Wealth Solutions LLC | 50 | $2.92K | 0.00% | +21+72.4% | Added |
| Fortitude Family Office, LLC | 48 | $2.80K | 0.00% | −7−12.7% | Reduced |
| Manchester Capital Management LLC | 43 | $2.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.45K | 0.00% | +3+7.7% | Added |
| Torren Management, LLC | 37 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $2.10K | 0.00% | +36 | New |
| Prestige Wealth Management Group LLC | 34 | $1.98K | 0.00% | +6+21.4% | Added |
| Rossby Financial, LCC | 32 | $1.86K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 32 | $1.84K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 28 | $1.63K | 0.00% | +9+47.4% | Added |
| Glen Eagle Advisors, LLC | 27 | $1.57K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $1.46K | 0.00% | +25 | New |
| SBI Securities Co., Ltd. | 24 | $1.40K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.17K | 0.00% | +20 | New |
| Godfrey Financial Associates, Inc. | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $1.17K | 0.00% | +20 | New |
| CX Institutional | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 16 | $921 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $874 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15 | $859 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $758 | 0.00% | +3+30.0% | Added |
| Central Trust Co | 10 | $583 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $583 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $583 | 0.00% | +10 | New |
| Continuum Advisory, LLC | 10 | $583 | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 9 | $525 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $514 | 0.00% | −1−10.0% | Reduced |
| Gilpin Wealth Management, LLC | 8 | $467 | 0.00% | +1+14.3% | Added |
| HFM Investment Advisors, LLC | 8 | $467 | 0.00% | +4+100.0% | Added |
| Cornerstone Financial Management LLC | 8 | $466 | 0.00% | +8 | New |
| Ankerstar Wealth, LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 6 | $355 | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 6 | $350 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $233 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $233 | 0.00% | +4 | New |
| Davis Capital Management | 3 | $175 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $175 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $115 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $59 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $58 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −208,095−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −46,089−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −31,880−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −29,932−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,007−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −13,215−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −11,642−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,850−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,557−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −7,373−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −7,630−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,224−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −6,209−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,141−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −3,339−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,315−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Red Tortoise LLC | – | – | – | – | Not filed |