| Smithfield Trust Co | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 55 | $7.23K | 0.00% | +39+243.8% | Added |
| Colonial Trust Advisors | 57 | $7.18K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $6.17K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 49 | $6.17K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 49 | $6.17K | 0.00% | +49 | New |
| Allspring Global Investments Holdings, LLC | 44 | $5.54K | 0.00% | −46,563−99.9% | Reduced |
| First Horizon Advisors, Inc. | 41 | $5.16K | 0.00% | −27−39.7% | Reduced |
| Principal Securities, Inc. | 40 | $5.04K | 0.00% | +5+14.3% | Added |
| ADAR1 Capital Management, LLC | 38 | $4.79K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 38 | $4.79K | 0.00% | +10+35.7% | Added |
| Private Wealth Management Group, LLC | 38 | $4.79K | 0.00% | +23+153.3% | Added |
| GPS Wealth Strategies Group, LLC | 37 | $4.66K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 40 | $4.51K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 34 | $4.28K | 0.00% | +5+17.2% | Added |
| Ronald Blue Trust, Inc. | 29 | $4.26K | 0.00% | +29 | New |
| Parkside Financial Bank & Trust | 28 | $3.53K | 0.00% | +10+55.6% | Added |
| Innealta Capital, LLC | 26 | $3.27K | 0.00% | +26 | New |
| Hallmark Capital Management Inc | 26 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 25 | $3.15K | 0.00% | +15+150.0% | Added |
| Castleview Partners, LLC | 25 | $3.15K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 22 | $2.77K | 0.00% | +11+100.0% | Added |
| Sunbelt Securities, Inc. | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 20 | $2.52K | 0.00% | +3+17.6% | Added |
| Sachetta, LLC | 23 | $2.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $2.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $2.02K | 0.00% | +16 | New |
| Bogart Wealth, LLC | 16 | $2.02K | 0.00% | +16 | New |
| Kiely Wealth Advisory Group, Inc. | 15 | $1.92K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $1.89K | 0.00% | +15 | New |
| Leonteq Securities AG | 14 | $1.76K | 0.00% | −400−96.6% | Reduced |
| FinTrust Capital Advisors, LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $1.64K | 0.00% | +13 | New |
| Adirondack Trust Co | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $1.39K | 0.00% | −5−31.3% | Reduced |
| IFP Advisors, Inc | 7 | $882 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $756 | 0.00% | +1+20.0% | Added |
| Abich Financial Wealth Management LLC | 6 | $756 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $630 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5 | $630 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 4 | $504 | 0.00% | −20−83.3% | Reduced |
| CVA Family Office, LLC | 4 | $504 | 0.00% | +4 | New |
| Pacific Capital Wealth Advisors, Inc | 2 | $252 | 0.00% | +2 | New |
| Larson Financial Group LLC | 1 | $126 | 0.00% | −45−97.8% | Reduced |
| Rothschild Investment LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| MIG Capital, LLC | 0 | $0 | 0.00% | −381,732−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −296,458−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −218,810−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −59,110−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −42,196−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −38,847−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −37,380−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,755−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,963−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,225−100.0% | Sold out |
| Laurus Investment Counsel Inc. | 0 | $0 | 0.00% | −7,710−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −8,755−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −7,109−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,164−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,596−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −2,925−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −2,397−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,979−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,742−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |