| TFC Financial Management | 4 | $707 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 4 | $628 | 0.00% | +4 | New |
| Colonial Trust Advisors | 3 | $476 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $354 | 0.00% | −19−90.5% | Reduced |
| Kessler Investment Group, LLC | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $353 | 0.00% | +2 | New |
| Rise Advisors, LLC | 2 | $281 | 0.00% | −239−99.2% | Reduced |
| Sandy Spring Bank | 1 | $177 | 0.00% | +1 | New |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,415−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −24,112−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −20,138−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,071−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,441−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,371−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −1,196−100.0% | Sold out |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −1,172−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| First National Bank & Trust Co of Newtown | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Sharp Financial Services, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Criterion Capital Advisors, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Wintrust Investments LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
