| Golden State Wealth Management, LLC | 144 | $3.85K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 142 | $3.80K | 0.00% | +142 | New |
| Kayne Anderson Rudnick Investment Management LLC | 129 | $3.45K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 127 | $3.39K | 0.00% | +110+647.1% | Added |
| Capital Advisors, Ltd. LLC | 110 | $3.00K | 0.00% | −4−3.5% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $2.81K | 0.00% | +12+12.9% | Added |
| Avalon Trust Co | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 96 | $2.56K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 93 | $2.48K | 0.00% | +68+272.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 91 | $2.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $2.35K | 0.00% | −17−16.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 85 | $2.27K | 0.00% | −131−60.6% | Reduced |
| Trust Co of Toledo NA | 80 | $2.14K | 0.00% | +80 | New |
| Sierra Ocean, LLC | 77 | $2.06K | 0.00% | +77 | New |
| Steward Partners Investment Advisory, LLC | 75 | $2.01K | 0.00% | +7+10.3% | Added |
| Manchester Capital Management LLC | 64 | $1.71K | 0.00% | +10+18.5% | Added |
| Medallion Wealth Advisors, LLC | 61 | $1.64K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 59 | $1.58K | 0.00% | +59 | New |
| Cypress Capital Management LLC (WY) | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 42 | $1.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $1.10K | 0.00% | +41 | New |
| Bryn Mawr Trust Co | 40 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $1.07K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 38 | $1.02K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 30 | $802 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 30 | $802 | 0.00% | −495−94.3% | Reduced |
| Rialto Wealth Management, LLC | 29 | $775 | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $749 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 23 | $615 | 0.00% | +23 | New |
| CVA Family Office, LLC | 19 | $508 | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 16 | $428 | 0.00% | −11−40.7% | Reduced |
| Raffa Wealth Management, LLC | 11 | $294 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $293 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $267 | 0.00% | +3+42.9% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $240 | 0.00% | +6+200.0% | Added |
| Boreal Capital Management LLC | 9 | $240 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 7 | $178 | 0.00% | −7−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $134 | 0.00% | −1−16.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 4 | $119 | 0.00% | +4 | New |
| Wealth Preservation Advisors, LLC | 4 | $107 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 4 | $92 | 0.00% | +4 | New |
| Total Investment Management Inc | 1 | $27 | 0.00% | +1 | New |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Boone Capital Management LLC | 0 | $0 | 0.00% | −704,824−100.0% | Sold out |
| Cutter Capital Management, LP | 0 | $0 | 0.00% | −479,517−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −171,800−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −150,685−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −147,384−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −67,947−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −60,854−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −50,341−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,544−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −48,158−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −40,100−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −35,611−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −33,425−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −31,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −29,288−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −18,395−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,160−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,867−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −15,645−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,004−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,373−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,435−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −8,973−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −8,897−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −8,759−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −8,144−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,477−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Beach Investment Counsel Inc | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
