| Financial Consulate, Inc | 35 | $3.35K | 0.00% | +29+483.3% | Added |
| Decker Retirement Planning Inc. | 33 | $3.16K | 0.00% | +33 | New |
| Beaird Harris Wealth Management, LLC | 32 | $3.07K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 31 | $2.97K | 0.00% | −5−13.9% | Reduced |
| Cedar Mountain Advisors, LLC | 31 | $2.97K | 0.00% | +31 | New |
| Brown Brothers Harriman & Co | 28 | $2.68K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 28 | $2.68K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 27 | $2.59K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $2.01K | 0.00% | −4−16.0% | Reduced |
| Johnson Financial Group, Inc. | 19 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $1.73K | 0.00% | +13+260.0% | Added |
| UMA Financial Services, Inc. | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $1.44K | 0.00% | +2+15.4% | Added |
| Fortitude Family Office, LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $1.05K | 0.00% | +8+266.7% | Added |
| Bruce G. Allen Investments, LLC | 10 | $959 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 9 | $863 | 0.00% | +2+28.6% | Added |
| Spire Wealth Management | 7 | $677 | 0.00% | −1−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $671 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 7 | $671 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $589 | 0.00% | +2+50.0% | Added |
| Rialto Wealth Management, LLC | 5 | $480 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 5 | $479 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $479 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 4 | $384 | 0.00% | +1+33.3% | Added |
| Trust Co | 4 | $383 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $383 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $383 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $288 | 0.00% | −1−25.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $271 | 0.00% | −106−98.1% | Reduced |
| Financial Management Professionals, Inc. | 2 | $192 | 0.00% | −2−50.0% | Reduced |
| Godfrey Financial Associates, Inc. | 2 | $192 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $96 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $96 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $96 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Harvest Fund Management Co., Ltd | 3 | $0 | 0.00% | −584−99.5% | Reduced |
| Independent Franchise Partners LLP | 0 | $0 | 0.00% | −1,151,798−100.0% | Sold out |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −433,900−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −102,515−100.0% | Sold out |
| Congruence Capital, LLC | 0 | $0 | 0.00% | −67,316−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −42,632−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −39,568−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −29,612−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −26,836−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,636−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,845−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −11,638−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −10,342−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −8,838−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −8,416−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −8,387−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,978−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −4,332−100.0% | Sold out |
| Hengehold Capital Management LLC | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −3,263−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,657−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −2,439−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| JCIC Asset Management Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
