| Strive Asset Management, LLC | 44 | $2.87K | 0.00% | +44 | New |
| True Wealth Design, LLC | 42 | $2.74K | 0.00% | +37+740.0% | Added |
| Atlantic Trust, LLC | 40 | $2.61K | 0.00% | −27−40.3% | Reduced |
| TD Capital Management LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $2.22K | 0.00% | −41−54.7% | Reduced |
| MPWM Advisory Solutions, LLC | 34 | $2.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 32 | $2.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | +18+128.6% | Added |
| Newbridge Financial Services Group, Inc. | 28 | $1.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $1.63K | 0.00% | −13−34.2% | Reduced |
| WPG Advisers, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 24 | $1.57K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $1.54K | 0.00% | +25 | New |
| Alpine Bank Wealth Management | 22 | $1.44K | 0.00% | −254−92.0% | Reduced |
| Chesapeake Asset Management LLC | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $1.04K | 0.00% | +4+33.3% | Added |
| Cloud Capital Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| South State Corp. | 15 | $979 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $949 | 0.00% | −2−12.5% | Reduced |
| Financial Management Professionals, Inc. | 14 | $913 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $653 | 0.00% | −221−95.7% | Reduced |
| AdvisorNet Financial, Inc | 10 | $652 | 0.00% | +9+900.0% | Added |
| First Horizon Corp | 10 | $652 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 9 | $587 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 9 | $587 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 5 | $326 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $326 | 0.00% | +1+25.0% | Added |
| Quaker Wealth Management, LLC | 4 | $261 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $196 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $131 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 1 | $65 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $63 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 0 | $0 | 0.00% | −214,375−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −110,072−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −56,160−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −36,850−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −34,280−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −23,976−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −14,339−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −14,239−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −10,436−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,085−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −6,781−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,840−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,251−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −4,834−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −4,130−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,341−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Motiv8 Investments LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −2,781−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Intelligent Financial Strategies | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |
