| Basecamp Wealth Advisors LLC | 44 | $5.41K | 0.00% | +18+69.2% | Added |
| High Note Wealth, LLC | 41 | $5.04K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 34 | $4.18K | 0.00% | −45−57.0% | Reduced |
| JDM Financial Group LLC | 34 | $4.18K | 0.00% | +34 | New |
| Strengthening Families & Communities, LLC | 33 | $4.01K | 0.00% | +1+3.1% | Added |
| Rothschild Investment LLC | 31 | $3.81K | 0.00% | +5+19.2% | Added |
| Paladin Partners, LLC | 30 | $3.69K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 28 | $3.44K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 27 | $3.32K | 0.00% | −1−3.6% | Reduced |
| CVA Family Office, LLC | 27 | $3.32K | 0.00% | +13+92.9% | Added |
| JFS Wealth Advisors, LLC | 24 | $2.95K | 0.00% | +2+9.1% | Added |
| Webster Bank, N. A. | 23 | $2.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $2.58K | 0.00% | +15+250.0% | Added |
| Harbor Investment Advisory, LLC | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $2.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 19 | $2.34K | 0.00% | +9+90.0% | Added |
| Bell Investment Advisors, Inc | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 17 | $2.09K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 15 | $1.84K | 0.00% | −2−11.8% | Reduced |
| Cornerstone Planning Group LLC | 15 | $1.64K | 0.00% | +1+7.1% | Added |
| Mather Group, LLC. | 13 | $1.60K | 0.00% | +13 | New |
| Retirement Wealth Solutions LLC | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $1.35K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $1.18K | 0.00% | +1+11.1% | Added |
| Albion Financial Group | 9 | $1.11K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $876 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $861 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $861 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $861 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 6 | $738 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $738 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $738 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $615 | 0.00% | +2+66.7% | Added |
| Rialto Wealth Management, LLC | 4 | $492 | 0.00% | +1+33.3% | Added |
| Rossby Financial, LCC | 4 | $491 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 2 | $246 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $246 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $246 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $245 | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $123 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 1 | $123 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $123 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $123 | 0.00% | +1 | New |
| Boston Partners | 0 | $0 | 0.00% | −276,188−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −99,105−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,592−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −39,168−100.0% | Sold out |
| Timucuan Asset Management Inc | 0 | $0 | 0.00% | −35,318−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −32,444−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,866−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −12,971−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,283−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −11,844−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,477−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,394−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,559−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,467−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −6,005−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −5,362−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,222−100.0% | Sold out |
| Supplemental Annuity Collective Trust of NJ | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −4,563−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −4,337−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |