| Avion Wealth | 8 | $3.00K | 0.00% | +5+166.7% | Added |
| Tower View Investment Management & Research LLC | 7 | $3.00K | 0.00% | +7 | New |
| Toth Financial Advisory Corp | 6 | $2.91K | 0.00% | −9−60.0% | Reduced |
| North Star Investment Management Corp. | 6 | $2.91K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $2.91K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $2.91K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $2.49K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $2.43K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | −2−33.3% | Reduced |
| Ancora Advisors, LLC | 3 | $1.55K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $1.00K | 0.00% | +2 | New |
| TFC Financial Management | 2 | $971 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $971 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $971 | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 2 | $970 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2 | $970 | 0.00% | +2 | New |
| Coppell Advisory Solutions LLC | 2 | $954 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $496 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $486 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 1 | $485 | 0.00% | +1 | New |
| FIFTHDELTA Ltd | 0 | $0 | 0.00% | −219,137−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −67,809−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −46,475−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −36,443−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,859−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,778−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,735−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Force Hill Capital Management LP | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,416−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,715−100.0% | Sold out |
| WS Portfolio Advisory, LLC | 0 | $0 | 0.00% | −5,273−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −4,731−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Monumental Financial Group Inc. | 0 | $0 | 0.00% | −3,159−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −3,132−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,483−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −1,039−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Hitchwood Capital Management LP | – | – | – | – | Not filed |