| Los Angeles Capital Management LLC | 115 | $17.3K | 0.00% | −300−72.3% | Reduced |
| Federated Hermes, Inc. | 115 | $17.3K | 0.00% | +71+161.4% | Added |
| Bare Financial Services, Inc | 109 | $16.4K | 0.00% | +16+17.2% | Added |
| Brown Brothers Harriman & Co | 88 | $13.2K | 0.00% | +56+175.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 84 | $12.6K | 0.00% | +84 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $11.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 73 | $11.0K | 0.00% | +22+43.1% | Added |
| Assetmark, Inc | 68 | $10.2K | 0.00% | +6+9.7% | Added |
| Sound Income Strategies, LLC | 64 | $9.73K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 64 | $9.63K | 0.00% | +64 | New |
| SBI Securities Co., Ltd. | 63 | $9.48K | 0.00% | +18+40.0% | Added |
| High Note Wealth, LLC | 47 | $7.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $7.07K | 0.00% | +5+11.9% | Added |
| CVA Family Office, LLC | 42 | $6.32K | 0.00% | +42 | New |
| National Bank of Canada | 41 | $6.15K | 0.00% | −5−10.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 39 | $5.87K | 0.00% | +23+143.8% | Added |
| IFP Advisors, Inc | 37 | $5.57K | 0.00% | −8−17.8% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $5.42K | 0.00% | +3+9.1% | Added |
| McGuire Capital Advisors Inc | 34 | $5.12K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 32 | $4.82K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 27 | $4.06K | 0.00% | +27 | New |
| Fortitude Family Office, LLC | 26 | $3.91K | 0.00% | +18+225.0% | Added |
| IMA Wealth, Inc. | 20 | $3.01K | 0.00% | −1−4.8% | Reduced |
| Essential Partners LLC | 20 | $3.01K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $2.75K | 0.00% | +18 | New |
| Wolff Wiese Magana LLC | 17 | $2.56K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 16 | $2.41K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 15 | $2.26K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $1.81K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $1.50K | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $1.05K | 0.00% | +7 | New |
| CX Institutional | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $903 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $903 | 0.00% | +2+50.0% | Added |
| Bruce G. Allen Investments, LLC | 5 | $753 | 0.00% | −3−37.5% | Reduced |
| Manchester Capital Management LLC | 5 | $753 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $753 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $753 | 0.00% | +1+25.0% | Added |
| Trust Co | 4 | $605 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $602 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $602 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $602 | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 3 | $452 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $301 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $301 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $301 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $151 | 0.00% | +1 | New |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −27,940−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −27,845−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −25,047−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −23,100−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,918−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,001−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −3,819−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Acumen Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |