| Manchester Capital Management LLC | 19 | $5.07K | 0.00% | +1+5.6% | Added |
| Massmutual Trust Co FSB | 19 | $5.07K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 19 | $5.07K | 0.00% | +19 | New |
| Action Point Financial Planning, LLC | 21 | $5.07K | 0.00% | +21 | New |
| Capital Advisors, Ltd. LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $4.81K | 0.00% | +18 | New |
| Financial Network Wealth Advisors LLC | 17 | $4.54K | 0.00% | +1+6.3% | Added |
| Atlantic Union Bankshares Corp | 15 | $4.01K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 13 | $3.47K | 0.00% | +9+225.0% | Added |
| Cromwell Holdings LLC | 12 | $3.20K | 0.00% | +12 | New |
| Avion Wealth | 14 | $3.00K | 0.00% | +2+16.7% | Added |
| UMA Financial Services, Inc. | 11 | $2.94K | 0.00% | +8+266.7% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $2.94K | 0.00% | +1+10.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $2.67K | 0.00% | −5−33.3% | Reduced |
| Hughes Financial Services, LLC | 10 | $2.67K | 0.00% | +3+42.9% | Added |
| Creative Capital Management Investments LLC | 9 | $2.40K | 0.00% | +9 | New |
| True Wealth Design, LLC | 8 | $2.14K | 0.00% | −2−20.0% | Reduced |
| HFM Investment Advisors, LLC | 8 | $2.14K | 0.00% | +5+166.7% | Added |
| Allianz SE | 8 | $2.14K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $1.07K | 0.00% | +4 | New |
| Montag A & Associates Inc | 3 | $836 | 0.00% | −3−50.0% | Reduced |
| WPG Advisers, LLC | 3 | $801 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $534 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $268 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $267 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $245 | 0.00% | +1 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| XN LP | 0 | $0 | 0.00% | −646,333−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −427,256−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −340,664−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −325,744−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −185,818−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −143,956−100.0% | Sold out |
| E20 Capital Ltd | 0 | $0 | 0.00% | −115,013−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −121,553−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −34,224−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −29,068−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −21,167−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −16,050−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −8,486−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −7,601−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −4,291−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,782−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −3,318−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,078−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Cim Investment Mangement Inc | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |