| Grove Bank & Trust | 131 | $3.59K | 0.00% | +131 | New |
| Abound Wealth Management | 126 | $3.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 112 | $3.07K | 0.00% | +8+7.7% | Added |
| Clean Yield Group | 111 | $3.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $2.90K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $2.74K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $2.63K | 0.00% | −43−30.9% | Reduced |
| SJS Investment Consulting Inc. | 96 | $2.63K | 0.00% | −10−9.4% | Reduced |
| Raleigh Capital Management Inc. | 94 | $2.57K | 0.00% | +10+11.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 91 | $2.49K | 0.00% | +91 | New |
| Washington Trust Co | 88 | $2.41K | 0.00% | −48−35.3% | Reduced |
| Sandy Spring Bank | 83 | $2.27K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $2.03K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 74 | $2.03K | 0.00% | +74 | New |
| Manchester Capital Management LLC | 66 | $1.81K | 0.00% | −29−30.5% | Reduced |
| MCF Advisors LLC | 60 | $1.64K | 0.00% | −8−11.8% | Reduced |
| Van Hulzen Asset Management, LLC | 59 | $1.62K | 0.00% | +59 | New |
| Cassady Schiller Wealth Management, LLC | 58 | $1.59K | 0.00% | +58 | New |
| Trifecta Capital Advisors, LLC | 57 | $1.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 54 | $1.48K | 0.00% | −2−3.6% | Reduced |
| Raffa Wealth Management, LLC | 46 | $1.26K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 40 | $1.10K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 38 | $1.04K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $876 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 31 | $849 | 0.00% | +31 | New |
| UMA Financial Services, Inc. | 30 | $822 | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 30 | $821 | 0.00% | +30 | New |
| Evelyn Partners Investment Management LLP | 30 | $821 | 0.00% | +30 | New |
| Continuum Advisory, LLC | 29 | $794 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $794 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 32 | $739 | 0.00% | +32 | New |
| Riverview Trust Co | 25 | $685 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 24 | $642 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 22 | $626 | 0.06% | −22,887−99.9% | Reduced |
| Logan Capital Management Inc | 22 | $602 | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 21 | $575 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 19 | $521 | 0.00% | +19 | New |
| CVA Family Office, LLC | 19 | $520 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 17 | $465 | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 15 | $411 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 14 | $384 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 14 | $383 | 0.00% | +14 | New |
| Clearstead Advisors, LLC | 12 | $329 | 0.00% | −3,929−99.7% | Reduced |
| Rakuten Securities, Inc. | 11 | $301 | 0.00% | +11 | New |
| Chesapeake Asset Management LLC | 10 | $273 | 0.00% | +10 | New |
| Winnow Wealth LLC | 9 | $244 | 0.00% | +9 | New |
| Vermillion & White Wealth Management Group, LLC | 8 | $219 | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 6 | $164 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $137 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 3 | $83 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $82 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 32 | $0 | 0.00% | +32 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −4,654,672−100.0% | Sold out |
| Pertento Partners LLP | 0 | $0 | 0.00% | −2,860,489−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −1,068,830−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −96,321−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −83,721−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −75,710−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −70,996−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −66,900−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −46,863−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −35,110−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −36,670−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −34,899−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −31,407−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −26,528−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −24,641−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −19,904−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −18,348−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −16,037−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −12,865−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −12,060−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −11,668−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −11,615−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −7,673−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −7,476−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −7,423−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
