| PrairieView Partners, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $2.98K | 0.00% | +41 | Added |
| Assetmark, Inc | 39 | $2.83K | 0.00% | −27−40.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 37 | $2.65K | 0.00% | +1+2.8% | Added |
| WealthCollab, LLC | 36 | $2.61K | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 34 | $2.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 34 | $2.47K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $2.18K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 29 | $2.10K | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 28 | $2.03K | 0.00% | +28 | New |
| Wood Tarver Financial Group, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 27 | $1.96K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 22 | $1.65K | 0.00% | −19−46.3% | Reduced |
| High Note Wealth, LLC | 20 | $1.45K | 0.00% | −5−20.0% | Reduced |
| Fortitude Family Office, LLC | 18 | $1.31K | 0.00% | +18 | New |
| True Wealth Design, LLC | 17 | $1.23K | 0.00% | +16+1,600.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $1.09K | 0.00% | −2−11.8% | Reduced |
| Larson Financial Group LLC | 14 | $1.02K | 0.00% | +14 | New |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | +18 | New |
| Cape Investment Advisory, Inc. | 13 | $943 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $943 | 0.00% | −43−76.8% | Reduced |
| Principia Wealth Advisory, LLC | 13 | $943 | 0.00% | +9+225.0% | Added |
| Atwood & Palmer Inc | 12 | $871 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $871 | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 11 | $799 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $726 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 8 | $581 | 0.00% | −8−50.0% | Reduced |
| Quaker Wealth Management, LLC | 8 | $581 | 0.00% | +8 | New |
| CVA Family Office, LLC | 8 | $580 | 0.00% | +8 | New |
| Arlington Trust Co LLC | 5 | $363 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $363 | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $290 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $290 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $290 | 0.00% | +3+300.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $290 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $218 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $145 | 0.00% | +2 | New |
| CIBC Private Wealth Group, LLC | 1 | $73 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $73 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −88−94.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −356,708−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −307,747−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −70,483−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −58,863−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −51,809−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −48,835−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −44,473−100.0% | Sold out |
| Ballast Asset Management, LP | 0 | $0 | 0.00% | −29,953−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −28,717−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −21,577−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,592−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,244−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −11,342−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −9,386−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −8,317−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −7,759−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,997−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −6,212−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −6,167−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,809−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,692−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,609−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −4,248−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −4,165−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,937−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| White Pine Capital LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,658−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Schechter Investment Advisors, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
