| LGT Financial Advisors LLC | 359 | $17.3K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 346 | $17.0K | 0.00% | +346 | New |
| Contravisory Investment Management, Inc. | 352 | $16.9K | 0.00% | −158−31.0% | Reduced |
| Bell Investment Advisors, Inc | 352 | $16.9K | 0.00% | +10+2.9% | Added |
| FWL Investment Management, LLC | 347 | $16.7K | 0.01% | +347 | New |
| Private Trust Co NA | 344 | $16.6K | 0.00% | +60+21.1% | Added |
| National Bank of Canada | 310 | $15.2K | 0.00% | +125+67.6% | Added |
| Richardson Financial Services Inc. | 299 | $14.4K | 0.01% | +299 | New |
| Central Bank & Trust Co | 298 | $14.3K | 0.00% | +298 | New |
| Massmutual Trust Co FSB | 295 | $14.2K | 0.00% | −2−0.7% | Reduced |
| AdvisorNet Financial, Inc | 294 | $14.1K | 0.00% | +244+488.0% | Added |
| Northwestern Mutual Wealth Management Co | 248 | $11.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 242 | $11.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 234 | $11.3K | 0.00% | −64−21.5% | Reduced |
| Smithfield Trust Co | 215 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 190 | $9.67K | 0.00% | +86+82.7% | Added |
| Strategic Investment Solutions, Inc. | 200 | $9.62K | 0.00% | −12,400−98.4% | Reduced |
| Clearstead Advisors, LLC | 149 | $7.17K | 0.00% | +99+198.0% | Added |
| Bank of New Hampshire | 130 | $6.25K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 126 | $6.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 121 | $5.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 118 | $5.68K | 0.00% | −3−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 108 | $5.20K | 0.00% | +6+5.9% | Added |
| Rocky Mountain Advisers, LLC | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $4.81K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 91 | $4.38K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 87 | $4.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $3.75K | 0.00% | −7−8.2% | Reduced |
| Fortitude Family Office, LLC | 68 | $3.27K | 0.00% | +68 | New |
| Private Wealth Management Group, LLC | 63 | $3.03K | 0.00% | +63 | New |
| M&R Capital Management Inc | 60 | $2.89K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 57 | $2.74K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 51 | $2.45K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 50 | $2.41K | 0.00% | −10−16.7% | Reduced |
| Global Trust Asset Management, LLC | 48 | $2.31K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 48 | $2.31K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 45 | $2.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $2.07K | 0.00% | +4+10.3% | Added |
| Glassman Wealth Services | 42 | $2.02K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 34 | $1.75K | 0.00% | +34 | New |
| Carolinas Wealth Consulting LLC | 32 | $1.52K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 27 | $1.30K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $1.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $1.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.11K | 0.00% | +23 | New |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $962 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $866 | 0.00% | +18 | New |
| Bruce G. Allen Investments, LLC | 10 | $481 | 0.00% | +10 | New |
| Horizon Investments, LLC | 8 | $385 | 0.00% | +3+60.0% | Added |
| Tucker Asset Management LLC | 7 | $337 | 0.00% | −23−76.7% | Reduced |
| Tfo-TDC, LLC | 4 | $192 | 0.00% | −7−63.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1 | $48 | 0.00% | +1 | New |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −519,520−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −439,700−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −267,178−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −199,422−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −127,182−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −105,759−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −76,524−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −67,295−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −61,199−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −60,535−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −53,732−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −35,238−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −28,402−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −27,179−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,551−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −20,417−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,961−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −11,769−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −8,553−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,686−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −6,845−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −6,770−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −6,382−100.0% | Sold out |
| Ibex Investors LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,535−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −5,344−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −4,902−100.0% | Sold out |
| Evergreen Wealth Solutions, LLC | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −4,762−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
