| Albion Financial Group | 198 | $7.31K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 172 | $6.35K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 167 | $6.17K | 0.00% | +1+0.6% | Added |
| Ancora Advisors, LLC | 151 | $5.58K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $5.54K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 126 | $4.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 123 | $4.54K | 0.00% | −21−14.6% | Reduced |
| Creekmur Asset Management LLC | 115 | $4.25K | 0.00% | +78+210.8% | Added |
| Sound Income Strategies, LLC | 113 | $4.17K | 0.00% | +25+28.4% | Added |
| Hoese & Co LLP | 111 | $4.10K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 104 | $3.84K | 0.00% | +19+22.4% | Added |
| True Wealth Design, LLC | 102 | $3.77K | 0.00% | −1−1.0% | Reduced |
| CVA Family Office, LLC | 97 | $3.58K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 86 | $3.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 86 | $3.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 82 | $3.12K | 0.00% | +11+15.5% | Added |
| Penserra Capital Management LLC | 108 | $3.00K | 0.00% | +3+2.9% | Added |
| Larson Financial Group LLC | 76 | $2.81K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $2.66K | 0.00% | +72 | New |
| Solstein Capital, LLC | 70 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $2.18K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $1.85K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 39 | $1.44K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $1.44K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $1.43K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 34 | $1.25K | 0.00% | −70−67.3% | Reduced |
| McIlrath & Eck, LLC | 31 | $1.15K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 30 | $1.11K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 15 | $1.00K | 0.00% | −234−94.0% | Reduced |
| Central Pacific Bank - Trust Division | 22 | $812 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 16 | $616 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $333 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $258 | 0.00% | −26−78.8% | Reduced |
| Glen Eagle Advisors, LLC | 6 | $224 | 0.00% | +6 | New |
| Pension & Wealth Management Advisors, Inc. | 6 | $222 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5 | $171 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −1,109,400−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −412,247−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −316,113−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −276,376−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −171,734−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −136,500−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −134,526−100.0% | Sold out |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −92,819−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −78,793−100.0% | Sold out |
| Epacria Capital Partners, LLC | 0 | $0 | 0.00% | −56,400−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −40,211−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −38,089−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −37,356−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −23,950−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −23,556−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −15,646−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −20,326−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −16,215−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −9,692−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −7,960−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −7,928−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −7,541−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,135−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −6,711−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −4,804−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,512−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −5,736−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Knowledge Leaders Capital, LLC | – | – | – | – | Not filed |
| Arden Trust Co | – | – | – | – | Not filed |
| Karpas Strategies, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |
