| Principia Wealth Advisory, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $1.16K | 0.00% | −14−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 14 | $1.16K | 0.00% | +7+100.0% | Added |
| Clark Wealth Partners | 13 | $1.15K | 0.00% | +13 | New |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | −6−28.6% | Reduced |
| Avion Wealth | 24 | $1.00K | 0.00% | +6+33.3% | Added |
| Rialto Wealth Management, LLC | 11 | $913 | 0.00% | +2+22.2% | Added |
| Aspect Partners, LLC | 11 | $912 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $912 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 128 | $876 | 0.00% | −1−0.8% | Reduced |
| Activest Wealth Management | 10 | $829 | 0.00% | +3+42.9% | Added |
| Valued Wealth Advisors LLC | 8 | $671 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $664 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $663 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $506 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $498 | 0.00% | −1−14.3% | Reduced |
| Addison Advisors LLC | 6 | $498 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 6 | $498 | 0.00% | +6 | New |
| Orion Capital Management LLC | 6 | $497 | 0.00% | +6 | New |
| Evolution Wealth Management Inc. | 5 | $415 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $415 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $415 | 0.00% | +5 | New |
| Wealth Watch Advisors, INC | 5 | $415 | 0.00% | +5 | New |
| Y.D. More Investments Ltd | 1,566 | $393 | 0.00% | +1,370+699.0% | Added |
| WestEnd Advisors, LLC | 4 | $332 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $332 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $332 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −239,806−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −112,650−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −95,164−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −93,499−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −27,507−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,383−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −15,414−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −14,329−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,062−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −6,184−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −5,355−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −4,479−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,912−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −2,617−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Barnes Dennig Private Wealth Management LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Churchill Management Corp | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |
| PrairieView Partners, LLC | – | – | – | – | Not filed |
| Capital A Wealth Management, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| Union Savings Bank | – | – | – | – | Not filed |
| Centricity Wealth Management, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |
