| Colonial Trust Co | 45 | $6.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 45 | $6.13K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 45 | $6.13K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $5.86K | 0.00% | +21+95.5% | Added |
| New England Capital Financial Advisors LLC | 35 | $4.77K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $4.23K | 0.00% | −200−86.6% | Reduced |
| Global Retirement Partners, LLC | 33 | $4.20K | 0.00% | −116−77.9% | Reduced |
| Versant Capital Management, Inc | 27 | $3.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $3.14K | 0.00% | +23 | New |
| Rise Advisors, LLC | 20 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $2.73K | 0.00% | +20 | New |
| Private Trust Co NA | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $2.45K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | +20 | New |
| Park Place Capital Corp | 14 | $1.91K | 0.00% | −8−36.4% | Reduced |
| Farther Finance Advisors, LLC | 14 | $1.91K | 0.00% | +10+250.0% | Added |
| Bourgeon Capital Management LLC | 12 | $1.64K | 0.00% | +10+500.0% | Added |
| Glassman Wealth Services | 9 | $1.23K | 0.00% | −2−18.2% | Reduced |
| Ronald Blue Trust, Inc. | 4 | $1.00K | 0.00% | −151−97.4% | Reduced |
| Clearstead Advisors, LLC | 7 | $955 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $954 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $818 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $818 | 0.00% | +2+50.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $818 | 0.00% | +6 | New |
| Provenance Wealth Advisors, LLC | 5 | $682 | 0.00% | +1+25.0% | Added |
| JFS Wealth Advisors, LLC | 2 | $273 | 0.00% | −8−80.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $273 | 0.00% | −4−66.7% | Reduced |
| Bangor Savings Bank | 2 | $273 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $145 | 0.00% | −8−88.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $137 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $136 | 0.00% | −8−88.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −499,604−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −319,275−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −255,289−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −110,227−100.0% | Sold out |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −81,900−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −58,985−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −29,815−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,310−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −19,258−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,386−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,455−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −9,405−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,910−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,816−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −6,386−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,505−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −5,263−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −2,510−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Cornell Pochily Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| 360 Financial, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mastrapasqua Asset Management Inc | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Front Barnett Associates LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Innovis Asset Management LLC | – | – | – | – | Not filed |
| Community Financial Services Group, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
