| Global Retirement Partners, LLC | 49 | $2.74K | 0.00% | +30+157.9% | Added |
| Private Trust Co NA | 49 | $2.74K | 0.00% | +49 | New |
| LGT Financial Advisors LLC | 48 | $2.68K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $2.13K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 36 | $2.01K | 0.00% | −10−21.7% | Reduced |
| GW&K Investment Management, LLC | 30 | $2.00K | 0.00% | +6+25.0% | Added |
| Picton Mahoney Asset Management | 35 | $2.00K | 0.00% | +35 | New |
| Iron Horse Wealth Management, LLC | 35 | $1.96K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 34 | $1.90K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 33 | $1.84K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30 | $1.68K | 0.00% | +11+57.9% | Added |
| SOA Wealth Advisors, LLC. | 28 | $1.57K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $1.57K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 28 | $1.56K | 0.00% | +5+21.7% | Added |
| Dunhill Financial, LLC | 27 | $1.53K | 0.00% | +5+22.7% | Added |
| Beaird Harris Wealth Management, LLC | 26 | $1.44K | 0.00% | +26 | New |
| Raleigh Capital Management Inc. | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.23K | 0.00% | +5+29.4% | Added |
| SJS Investment Consulting Inc. | 21 | $1.18K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 18 | $1.01K | 0.00% | +18 | New |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $868 | 0.00% | +16 | New |
| C M Bidwell & Associates Ltd | 15 | $839 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $838 | 0.00% | −21−58.3% | Reduced |
| True Wealth Design, LLC | 14 | $783 | 0.00% | +6+75.0% | Added |
| WR Wealth Planners, LLC | 12 | $671 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $560 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9 | $503 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $280 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $224 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −7−87.5% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −824,877−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −152,574−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −145,800−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −101,619−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −94,292−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −65,038−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −63,937−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −51,423−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −37,579−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −30,097−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −23,716−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −18,982−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,240−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −16,161−100.0% | Sold out |
| Edentree Asset Management Ltd | 0 | $0 | 0.00% | −14,277−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,394−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −10,099−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −8,047−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,726−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −6,417−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,146−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −5,466−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,251−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −5,049−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −4,292−100.0% | Sold out |
| Davies Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,917−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,494−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Folger Nolan Fleming Douglas Capital Management, Inc | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,348−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −3,272−100.0% | Sold out |
| Clifford Swan Investment Counsel LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Forte Capital LLC | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| R.H. Dinel Investment Counsel, Inc. | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| RE Advisers Corp | 0 | $0 | 0.00% | −1,522−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sanctuary Wealth Management, L.L.C. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | Not filed |