| Optimum Investment Advisors | 52 | $1.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 52 | $1.99K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 44 | $1.68K | 0.00% | −5−10.2% | Reduced |
| Huntington National Bank | 44 | $1.68K | 0.00% | +2+4.8% | Added |
| Valued Wealth Advisors LLC | 36 | $1.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 35 | $1.34K | 0.00% | −4−10.3% | Reduced |
| Massmutual Trust Co FSB | 35 | $1.34K | 0.00% | +12+52.2% | Added |
| JFS Wealth Advisors, LLC | 34 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 32 | $1.23K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 31 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $1.19K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $1.11K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 27 | $1.03K | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 25 | $957 | 0.00% | −180−87.8% | Reduced |
| Opal Wealth Advisors, LLC | 23 | $881 | 0.00% | +23 | New |
| Guardian Wealth Management, Inc. | 21 | $804 | 0.00% | −7,632−99.7% | Reduced |
| Quadrant Capital Group LLC | 20 | $766 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $689 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $689 | 0.00% | +18 | New |
| Gilliland Jeter Wealth Management LLC | 17 | $651 | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 16 | $612 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $574 | 0.00% | −15−50.0% | Reduced |
| Sachetta, LLC | 14 | $543 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $498 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $498 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $459 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11 | $421 | 0.00% | +11 | New |
| Toronto Dominion Bank | 7 | $268 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $268 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 7 | $268 | 0.00% | +7 | New |
| Kings Path Partners LLC | 7 | $268 | 0.00% | +7 | New |
| Steward Partners Investment Advisory, LLC | 6 | $230 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $230 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $230 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6 | $219 | 0.00% | +4+200.0% | Added |
| Principal Securities, Inc. | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 5 | $191 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 4 | $154 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $154 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $115 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $77 | 0.00% | −2−50.0% | Reduced |
| Investors Research Corp | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1 | $38 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10 | $0 | 0.00% | +10 | New |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −730,000−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −655,435−100.0% | Sold out |
| 59 North Capital Management, LP | 0 | $0 | 0.00% | −532,647−100.0% | Sold out |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −384,176−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −291,587−100.0% | Sold out |
| Whitefort Capital Management, LP | 0 | $0 | 0.00% | −114,071−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −76,533−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −25,484−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,041−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −21,431−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,521−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −18,298−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −17,821−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −8,836−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,346−100.0% | Sold out |
| Hi-Line Capital Management, LLC | 0 | $0 | 0.00% | −7,467−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −6,361−100.0% | Sold out |
| Schwerin Boyle Capital Management Inc | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Segantii Capital Management Ltd | – | – | – | – | Not filed |
| Credit Suisse AG | – | – | – | – | Not filed |
| Mango Five Family, Inc. | – | – | – | – | Not filed |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | Not filed |
