| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 190 | $34.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 188 | $34.0K | 0.00% | +125+198.4% | Added |
| Allworth Financial LP | 183 | $33.2K | 0.00% | −17−8.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 182 | $32.9K | 0.00% | −40−18.0% | Reduced |
| Nomura Asset Management Co Ltd | 180 | $32.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 175 | $31.7K | 0.00% | +77+78.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $25.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 138 | $25.0K | 0.00% | +60+76.9% | Added |
| Signaturefd, LLC | 133 | $24.1K | 0.00% | −34−20.4% | Reduced |
| Farther Finance Advisors, LLC | 125 | $22.6K | 0.00% | −1−0.8% | Reduced |
| Parkside Financial Bank & Trust | 103 | $18.6K | 0.00% | +2+2.0% | Added |
| Massmutual Trust Co FSB | 101 | $18.3K | 0.00% | −20−16.5% | Reduced |
| Central Trust Co | 94 | $17.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 87 | $16.9K | 0.01% | +87 | New |
| Harbor Capital Advisors, Inc. | 88 | $16.0K | 0.00% | −16,780−99.5% | Reduced |
| Parallel Advisors, LLC | 87 | $15.8K | 0.00% | +5+6.1% | Added |
| Raffa Wealth Management, LLC | 78 | $14.1K | 0.00% | +78 | New |
| Northwestern Mutual Wealth Management Co | 71 | $12.8K | 0.00% | +71 | New |
| Optiver Holding B.V. | 66 | $11.9K | 0.00% | +66 | New |
| Wolff Wiese Magana LLC | 61 | $11.0K | 0.01% | −106−63.5% | Reduced |
| Bryn Mawr Trust Co | 56 | $10.1K | 0.00% | −2−3.4% | Reduced |
| Rise Advisors, LLC | 54 | $9.77K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 49 | $8.87K | 0.00% | +16+48.5% | Added |
| Quarry LP | 48 | $8.69K | 0.00% | +48 | New |
| Abound Wealth Management | 47 | $8.51K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 46 | $8.32K | 0.00% | +46 | New |
| Hemington Wealth Management | 45 | $8.00K | 0.00% | +11+32.4% | Added |
| Bare Financial Services, Inc | 36 | $6.51K | 0.00% | +31+620.0% | Added |
| IFP Advisors, Inc | 11 | $5.97K | 0.00% | −129−92.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $5.61K | 0.00% | +21+210.0% | Added |
| Hillsdale Investment Management Inc. | 30 | $5.43K | 0.00% | −10−25.0% | Reduced |
| Bellwether Advisors, LLC | 30 | $5.43K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 28 | $5.07K | 0.00% | +28 | New |
| Bartlett & Co. Wealth Management LLC | 27 | $4.89K | 0.00% | +27 | New |
| Vermillion & White Wealth Management Group, LLC | 22 | $3.98K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $3.98K | 0.00% | +20+1,000.0% | Added |
| Westend Capital Management, LLC | 20 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $3.44K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $3.26K | 0.00% | −1−5.3% | Reduced |
| CoreCap Advisors, LLC | 18 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 16 | $2.90K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $2.71K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 14 | $2.53K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 12 | $2.19K | 0.00% | +12 | New |
| Kestra Investment Management, LLC | 12 | $2.13K | 0.00% | +6+100.0% | Added |
| Hantz Financial Services, Inc. | 9 | $2.00K | 0.00% | +8+800.0% | Added |
| Financial Network Wealth Advisors LLC | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $1.81K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 9 | $1.63K | 0.00% | +9 | New |
| Center for Financial Planning, Inc. | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 7 | $1.27K | 0.00% | −3−30.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $905 | 0.00% | −4−44.4% | Reduced |
| Creative Financial Designs Inc | 5 | $905 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $905 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $724 | 0.00% | +1+33.3% | Added |
| Essential Partners LLC | 4 | $724 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 3 | $543 | 0.00% | +2+200.0% | Added |
| UMA Financial Services, Inc. | 3 | $543 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $362 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $362 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $181 | 0.00% | −6−85.7% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $181 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $181 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $181 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −217,368−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −57,800−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −32,459−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −19,007−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,794−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −14,635−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,724−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −2,497−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,872−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |