| Ronald Blue Trust, Inc. | 20 | $1.08K | 0.00% | +16+400.0% | Added |
| Insight Financial Services | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17 | $920 | 0.00% | −895−98.1% | Reduced |
| Parkside Financial Bank & Trust | 16 | $866 | 0.00% | +9+128.6% | Added |
| UMA Financial Services, Inc. | 14 | $758 | 0.00% | +14 | New |
| CVA Family Office, LLC | 14 | $757 | 0.00% | +14 | New |
| Rise Advisors, LLC | 14 | $757 | 0.00% | +14 | New |
| Lindbrook Capital, LLC | 11 | $595 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $556 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10 | $541 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $541 | 0.00% | +10 | New |
| Center for Financial Planning, Inc. | 8 | $433 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 8 | $433 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 7 | $376 | 0.00% | −1−12.5% | Reduced |
| Darwin Advisors, LLC | 5 | $333 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $325 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $271 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $271 | 0.00% | +5 | New |
| Smallwood Wealth Investment Management, LLC | 4 | $216 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $55 | 0.00% | +1 | New |
| Picton Mahoney Asset Management | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −339,661−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −85,571−100.0% | Sold out |
| American Assets Capital Advisers, LLC | 0 | $0 | 0.00% | −63,351−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −61,075−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −51,613−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −37,463−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −36,778−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −19,766−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −13,818−100.0% | Sold out |
| Villanova Investment Management Co LLC | 0 | $0 | 0.00% | −13,236−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −13,177−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −12,857−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,646−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,196−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,152−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,612−100.0% | Sold out |
| American Assets Investment Management, LLC | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −6,661−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,399−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −4,265−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,870−100.0% | Sold out |
| Guardian Asset Advisors, LLC | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −3,786−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −3,537−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,508−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,338−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −3,249−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,243−100.0% | Sold out |
| Detalus Advisors, LLC | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −1,747−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −71,934−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Maia Wealth LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Copia Wealth Management | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
