| Cherry Tree Wealth Management, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.09K | 0.00% | −3−27.3% | Reduced |
| Reston Wealth Management LLC | 8 | $1.09K | 0.00% | +8 | New |
| Winthrop Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $954 | 0.00% | −21−75.0% | Reduced |
| Hexagon Capital Partners LLC | 6 | $815 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $808 | 0.00% | +3+100.0% | Added |
| Coppell Advisory Solutions LLC | 6 | $802 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $679 | 0.00% | +5 | New |
| Annapolis Financial Services, LLC | 4 | $544 | 0.00% | +4 | New |
| Voisard Asset Management Group, Inc. | 4 | $544 | 0.00% | +4 | New |
| Aspect Partners, LLC | 4 | $543 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $443 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $136 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $89 | 0.00% | +1 | New |
| ORG Partners LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Sculptor Capital LP | 0 | $0 | 0.00% | −765,542−100.0% | Sold out |
| Canyon Capital Advisors LLC | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Menora Mivtachim Holdings Ltd. | 0 | $0 | 0.00% | −379,459−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −117,864−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −115,600−100.0% | Sold out |
| Bardin Hill Management Partners LP | 0 | $0 | 0.00% | −52,811−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −33,393−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −31,607−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,547−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −13,021−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| Family Asset Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,909−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,683−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −5,246−100.0% | Sold out |
| Shepherd Financial Partners LLC | 0 | $0 | 0.00% | −4,960−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −4,885−100.0% | Sold out |
| Western Financial Corp | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −4,593−100.0% | Sold out |
| Crystalline Management Inc. | 0 | $0 | 0.00% | −4,463−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,352−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −4,301−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −4,033−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Ion Asset Management Ltd. | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −2,444−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,527−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Avondale Wealth Management | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Sanctuary Wealth Management, L.L.C. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Permanent Capital Management, LP | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Arden Trust Co | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |