| McIlrath & Eck, LLC | 104 | $18.9K | 0.00% | +77+285.2% | Added |
| Rise Advisors, LLC | 101 | $18.3K | 0.01% | +1+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 91 | $17.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 92 | $16.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 84 | $15.3K | 0.00% | −140−62.5% | Reduced |
| SJS Investment Consulting Inc. | 77 | $14.0K | 0.00% | +71+1,183.3% | Added |
| Optiver Holding B.V. | 74 | $13.4K | 0.00% | −34−31.5% | Reduced |
| Brown Brothers Harriman & Co | 72 | $13.1K | 0.00% | +46+176.9% | Added |
| Salomon & Ludwin, LLC | 70 | $12.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 70 | $12.7K | 0.00% | −12−14.6% | Reduced |
| Icon Advisers Inc | 70 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 58 | $10.0K | 0.00% | +4+7.4% | Added |
| Central Trust Co | 55 | $9.99K | 0.00% | −46−45.5% | Reduced |
| Manchester Capital Management LLC | 51 | $9.26K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $9.08K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 40 | $7.26K | 0.00% | −496−92.5% | Reduced |
| DAGCO, Inc. | 34 | $6.17K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 31 | $5.63K | 0.00% | +2+6.9% | Added |
| JFS Wealth Advisors, LLC | 30 | $5.45K | 0.00% | −1−3.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28 | $5.09K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 28 | $5.09K | 0.00% | +28 | New |
| UMA Financial Services, Inc. | 26 | $4.72K | 0.00% | +15+136.4% | Added |
| Sachetta, LLC | 25 | $4.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $4.54K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $4.54K | 0.00% | +25 | New |
| S&T Bank | 24 | $4.36K | 0.00% | +17+242.9% | Added |
| Caitong International Asset Management Co., Ltd | 24 | $4.36K | 0.00% | +24 | New |
| Whittier Trust Co of Nevada Inc | 23 | $4.23K | 0.00% | −7−23.3% | Reduced |
| Highline Wealth Partners LLC | 21 | $3.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $3.81K | 0.00% | +3+16.7% | Added |
| Cary Street Partner Investment Advisory LLC | 21 | $3.81K | 0.00% | +4+23.5% | Added |
| GPS Wealth Strategies Group, LLC | 18 | $3.29K | 0.00% | −18−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $2.54K | 0.00% | +9+180.0% | Added |
| First Horizon Corp | 14 | $2.54K | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 13 | $2.36K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $2.00K | 0.00% | +5+83.3% | Added |
| Spire Wealth Management | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.27K | 0.00% | +1+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| South State Corp. | 5 | $909 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 5 | $908 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $908 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 4 | $727 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $726 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 3 | $545 | 0.00% | −1−25.0% | Reduced |
| Hughes Financial Services, LLC | 3 | $545 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $545 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3 | $545 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $363 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $182 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1 | $182 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $181 | 0.00% | +1 | New |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −36,766−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,178−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −10,074−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,577−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −4,718−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Compass Planning Associates Inc | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Evergreen Private Wealth LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| PrairieView Partners, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |
