| Raffa Wealth Management, LLC | 57 | $1.55K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $1.44K | 0.00% | −7−11.7% | Reduced |
| Private Wealth Asset Management, LLC | 48 | $1.31K | 0.00% | +48 | New |
| WealthTrak Capital Management LLC | 45 | $1.23K | 0.00% | +45 | New |
| N.E.W. Advisory Services LLC | 44 | $1.20K | 0.00% | +44 | New |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $875 | 0.00% | +33 | New |
| Atlantic Trust, LLC | 32 | $872 | 0.00% | +32 | New |
| Rialto Wealth Management, LLC | 29 | $790 | 0.00% | +29 | New |
| ORG Partners LLC | 29 | $783 | 0.00% | +29 | New |
| Dunhill Financial, LLC | 26 | $777 | 0.00% | −31−54.4% | Reduced |
| Bruce G. Allen Investments, LLC | 28 | $762 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 25 | $681 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $627 | 0.00% | −42−64.6% | Reduced |
| Binnacle Investments Inc | 23 | $626 | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 19 | $513 | 0.00% | +19 | New |
| Rise Advisors, LLC | 18 | $490 | 0.00% | −537−96.8% | Reduced |
| Millstone Evans Group, LLC | 17 | $463 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $354 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $354 | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 11 | $300 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $288 | 0.00% | +11 | New |
| Carolinas Wealth Consulting LLC | 10 | $272 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $272 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $245 | 0.00% | −16−64.0% | Reduced |
| Westside Investment Management, Inc. | 9 | $245 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $245 | 0.00% | +6+200.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $244 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $218 | 0.00% | −15−65.2% | Reduced |
| Ameriflex Group, Inc. | 7 | $191 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $191 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 7 | $191 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7 | $191 | 0.00% | +7 | New |
| Eq Wealth Advisors, LLC | 7 | $191 | 0.00% | +7 | New |
| Activest Wealth Management | 6 | $163 | 0.00% | +6 | New |
| Garde Capital, Inc. | 5 | $137 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $136 | 0.00% | +5 | New |
| Trust Co of Vermont | 4 | $109 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 4 | $109 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 4 | $109 | 0.00% | +4 | New |
| TFC Financial Management | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $54 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Ion Asset Management Ltd. | 0 | $0 | 0.00% | −1,637,678−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −875,296−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −364,396−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −162,307−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −153,997−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −123,790−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −74,965−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −65,200−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −64,470−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −43,947−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −42,419−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −27,636−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −26,578−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −25,998−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −23,256−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −22,891−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −17,783−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −16,558−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −14,939−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −14,629−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −14,442−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −14,388−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −13,131−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −12,665−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −12,423−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,897−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −17,629−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −8,127−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,037−100.0% | Sold out |
| Cyr Financial Inc. | 0 | $0 | 0.00% | −7,422−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −7,283−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −7,279−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −4,808−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |