| Advisors Asset Management, Inc. | 177 | $34.4K | 0.00% | +100+129.9% | Added |
| Ronald Blue Trust, Inc. | 171 | $32.2K | 0.00% | +100+140.8% | Added |
| Caitlin John, LLC | 164 | $30.6K | 0.02% | +164 | New |
| Massmutual Trust Co FSB | 127 | $24.7K | 0.00% | +9+7.6% | Added |
| Cullen/Frost Bankers, Inc. | 120 | $23.3K | 0.00% | +4+3.4% | Added |
| Operose Advisors LLC | 116 | $22.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $21.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 102 | $19.8K | 0.01% | −21−17.1% | Reduced |
| Jones Financial Companies LLLP | 102 | $19.7K | 0.00% | +84+466.7% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $19.4K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 96 | $18.6K | 0.00% | +96 | New |
| Planning Capital Management Corp | 92 | $17.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 89 | $17.3K | 0.00% | +6+7.2% | Added |
| Key Financial Inc | 82 | $15.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 81 | $15.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 80 | $15.5K | 0.00% | +11+15.9% | Added |
| Venturi Wealth Management, LLC | 79 | $15.3K | 0.00% | +10+14.5% | Added |
| Bell Investment Advisors, Inc | 70 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $12.6K | 0.00% | +5+8.3% | Added |
| LGT Financial Advisors LLC | 54 | $10.5K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 54 | $10.5K | 0.00% | +17+45.9% | Added |
| FinTrust Capital Advisors, LLC | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $9.71K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 44 | $8.54K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 44 | $8.54K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $8.16K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 41 | $7.96K | 0.00% | +20+95.2% | Added |
| Sterling Capital Management LLC | 38 | $7.38K | 0.00% | +38 | New |
| Bogart Wealth, LLC | 36 | $6.99K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 36 | $6.99K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 35 | $6.80K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 32 | $6.21K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $6.02K | 0.00% | −47−60.3% | Reduced |
| Wolff Wiese Magana LLC | 29 | $5.63K | 0.00% | −35−54.7% | Reduced |
| Farmers & Merchants Investments Inc | 26 | $5.05K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 25 | $4.85K | 0.00% | −150−85.7% | Reduced |
| Versant Capital Management, Inc | 22 | $4.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 23 | $4.18K | 0.00% | −6−20.7% | Reduced |
| Capital Advisors, Ltd. LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $3.69K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 19 | $3.69K | 0.00% | +19 | New |
| Washington Trust Advisors, Inc. | 18 | $3.50K | 0.00% | +18 | New |
| Brown Brothers Harriman & Co | 17 | $3.30K | 0.00% | +17 | New |
| Mather Group, LLC. | 16 | $3.11K | 0.00% | −128−88.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 14 | $3.00K | 0.00% | −94−87.0% | Reduced |
| First Financial Corp | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $2.33K | 0.00% | +12 | New |
| Continuum Advisory, LLC | 10 | $1.80K | 0.00% | +1+11.1% | Added |
| Jaffetilchin Investment Partners, LLC | 8 | $1.55K | 0.00% | +8 | New |
| Bellevue Asset Management, LLC | 7 | $1.36K | 0.00% | +7 | New |
| Capital Performance Advisors LLP | 6 | $1.17K | 0.00% | +6 | New |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 9 | $1.00K | 0.00% | +9 | New |
| Concord Wealth Partners | 5 | $971 | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 4 | $777 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $389 | 0.00% | −1−33.3% | Reduced |
| MV Capital Management, Inc. | 2 | $389 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −151,993−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −27,079−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,724−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,952−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,449−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,658−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,419−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |