| Advisor Group Holdings, Inc. | 787 | $4.34K | 0.00% | −56−6.6% | Reduced |
| EverSource Wealth Advisors, LLC | 625 | $3.44K | 0.00% | +87+16.2% | Added |
| IFP Advisors, Inc | 588 | $3.24K | 0.00% | +26+4.6% | Added |
| Smartleaf Asset Management LLC | 472 | $2.57K | 0.00% | +390+475.6% | Added |
| Sterling Capital Management LLC | 425 | $2.34K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 407 | $2.24K | 0.00% | −600−59.6% | Reduced |
| Bell Investment Advisors, Inc | 333 | $1.83K | 0.00% | +333 | New |
| Advisory Services Network, LLC | 332 | $1.83K | 0.00% | +332 | New |
| Larson Financial Group LLC | 328 | $1.81K | 0.00% | −279−46.0% | Reduced |
| Los Angeles Capital Management LLC | 324 | $1.78K | 0.00% | −4,341−93.1% | Reduced |
| Root Financial Partners, LLC | 315 | $1.74K | 0.00% | +315 | New |
| Jones Financial Companies LLLP | 328 | $1.73K | 0.00% | +79+31.7% | Added |
| Private Wealth Management Group, LLC | 277 | $1.53K | 0.00% | +277 | New |
| Red Tortoise LLC | 238 | $1.31K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 187 | $1.15K | 0.00% | +187 | New |
| Pinnacle Wealth Planning Services, Inc. | 186 | $1.02K | 0.00% | −404−68.5% | Reduced |
| Ronald Blue Trust, Inc. | 166 | $915 | 0.00% | +92+124.3% | Added |
| Steward Partners Investment Advisory, LLC | 148 | $815 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 147 | $810 | 0.00% | +147 | New |
| Massmutual Trust Co FSB | 146 | $804 | 0.00% | −76−34.2% | Reduced |
| True Wealth Design, LLC | 120 | $662 | 0.00% | −276−69.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 88 | $485 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $421 | 0.00% | +63 | New |
| Cornerstone Financial Management LLC | 72 | $397 | 0.00% | +72 | New |
| Bare Financial Services, Inc | 70 | $386 | 0.00% | −34−32.7% | Reduced |
| GWM Advisors LLC | 67 | $370 | 0.00% | −26−28.0% | Reduced |
| MV Capital Management, Inc. | 63 | $348 | 0.00% | −99−61.1% | Reduced |
| Winch Advisory Services, LLC | 55 | $303 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $303 | 0.00% | +14+34.1% | Added |
| SBI Securities Co., Ltd. | 38 | $209 | 0.00% | +9+31.0% | Added |
| Wealth Preservation Advisors, LLC | 18 | $99 | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 15 | $82 | 0.00% | +6+66.7% | Added |
| SJS Investment Consulting Inc. | 12 | $67 | 0.00% | +12 | New |
| International Assets Investment Management, LLC | 10 | $54 | 0.00% | −17−63.0% | Reduced |
| Harbour Investments, Inc. | 9 | $52 | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 8 | $44 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 6 | $33 | 0.00% | +6 | New |
| First Horizon Corp | 5 | $28 | 0.00% | −224−97.8% | Reduced |
| Activest Wealth Management | 5 | $28 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 3 | $17 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 1 | $8 | 0.00% | −1−50.0% | Reduced |
| Huntington National Bank | 1 | $6 | 0.00% | −335−99.7% | Reduced |
| Elequin Capital LP | 1 | $6 | 0.00% | −8−88.9% | Reduced |
| FNY Investment Advisers, LLC | 70 | $0 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 101 | – | – | −1,486−93.6% | Reduced |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −4,039,040−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −2,326,056−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −627,983−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −485,399−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −367,967−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −357,315−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −193,188−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −182,021−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −166,712−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −126,276−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −109,270−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −73,584−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −70,148−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −62,120−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −54,671−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −50,478−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −48,737−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −48,481−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47,291−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −41,755−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −32,607−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −18,136−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −12,998−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,666−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,512−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,442−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −10,084−100.0% | Sold out |
| Green Alpha Advisors, LLC | 0 | $0 | 0.00% | −10,026−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −4,489−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| EFG International AG | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Luminist Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
