| Bellwether Advisors, LLC | 33 | $3.71K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $3.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $3.24K | 0.00% | −124−81.0% | Reduced |
| Pin Oak Investment Advisors Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Kozak & Associates, Inc. | 22 | $2.59K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Rakuten Securities, Inc. | 13 | $1.46K | 0.00% | +13 | New |
| Chesapeake Asset Management LLC | 13 | $1.46K | 0.00% | +13 | New |
| Cullen/Frost Bankers, Inc. | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.12K | 0.00% | −2−16.7% | Reduced |
| Ancora Advisors, LLC | 10 | $1.12K | 0.00% | +10 | New |
| Albion Financial Group | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $1.01K | 0.00% | +6+200.0% | Added |
| SBI Securities Co., Ltd. | 7 | $786 | 0.00% | −34−82.9% | Reduced |
| Huntington National Bank | 7 | $786 | 0.00% | −4−36.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $674 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $674 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $452 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $450 | 0.00% | −8−66.7% | Reduced |
| Boyd Watterson Asset Management LLC | 4 | $449 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $449 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $449 | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 4 | $449 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 3 | $337 | 0.00% | −26−89.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3 | $337 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $337 | 0.00% | +3 | New |
| Private Trust Co NA | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $225 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $113 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 1 | $112 | 0.00% | −256−99.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $112 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $112 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −78,620−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −57,164−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −48,030−100.0% | Sold out |
| Armstrong, Fleming & Moore, Inc | 0 | $0 | 0.00% | −36,221−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −24,213−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −23,787−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −21,916−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,257−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −15,747−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −15,635−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −15,266−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,574−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −13,271−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −8,558−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,794−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,571−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,349−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −6,198−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,114−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −2,829−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −2,789−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,687−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,305−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,991−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Catherine Avery Investment Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Campbell Wealth Management | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
