| DiNuzzo Private Wealth, Inc. | 57 | $2.10K | 0.00% | +3+5.6% | Added |
| Glass Jacobson Investment Advisors llc | 56 | $2.06K | 0.00% | +56 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 56 | $2.06K | 0.00% | +56 | New |
| GW&K Investment Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 53 | $1.95K | 0.00% | +53 | New |
| SOA Wealth Advisors, LLC. | 48 | $1.76K | 0.00% | +1+2.1% | Added |
| NewSquare Capital LLC | 47 | $1.73K | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 40 | $1.47K | 0.00% | −7−14.9% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $1.32K | 0.00% | +8+28.6% | Added |
| Raffa Wealth Management, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 32 | $1.19K | 0.00% | +32 | New |
| Avion Wealth | 32 | $1.00K | 0.00% | +14+77.8% | Added |
| Millstone Evans Group, LLC | 27 | $993 | 0.00% | +27 | New |
| True Wealth Design, LLC | 26 | $956 | 0.00% | +3+13.0% | Added |
| Cassady Schiller Wealth Management, LLC | 25 | $919 | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 24 | $883 | 0.00% | +24 | New |
| CVA Family Office, LLC | 24 | $882 | 0.00% | +24 | New |
| MPWM Advisory Solutions, LLC | 23 | $845 | 0.00% | +23 | New |
| Ruedi Wealth Management, Inc. | 21 | $772 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $764 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $736 | 0.00% | +20 | New |
| TFC Financial Management | 19 | $705 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 18 | $662 | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 14 | $515 | 0.00% | +14 | New |
| Kohmann Bosshard Financial Services, LLC | 12 | $441 | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 11 | $404 | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 9 | $331 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $331 | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 5 | $184 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $184 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $183 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $147 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 3 | $110 | 0.00% | +3 | New |
| Eagle Bay Advisors LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −765,557−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −209,541−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −207,121−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −142,784−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −123,386−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −96,251−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −77,190−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −71,705−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −67,200−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −64,345−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −56,473−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −47,085−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −43,098−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −27,049−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −30,908−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −24,523−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −23,693−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −22,431−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −20,542−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −16,837−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −16,175−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,494−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,735−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −13,952−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −13,771−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −10,633−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −10,440−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,056−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,265−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,205−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −8,068−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,943−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,001−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −6,524−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −5,784−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,214−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
