| True Wealth Design, LLC | 37 | $2.39K | 0.00% | +12+48.0% | Added |
| Cedar Mountain Advisors, LLC | 33 | $2.13K | 0.00% | −17−34.0% | Reduced |
| DecisionPoint Financial, LLC | 33 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $2.13K | 0.00% | +33 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 27 | $1.75K | 0.00% | +27 | New |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $1.75K | 0.00% | +27 | New |
| Spectrum Wealth Counsel, LLC | 25 | $1.62K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 22 | $1.42K | 0.00% | −21−48.8% | Reduced |
| Iron Horse Wealth Management, LLC | 21 | $1.36K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 20 | $1.29K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 19 | $1.23K | 0.00% | −32−62.7% | Reduced |
| Richardson Financial Services Inc. | 19 | $1.23K | 0.00% | −11−36.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19 | $1.23K | 0.00% | +19 | New |
| Abound Wealth Management | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 17 | $1.10K | 0.00% | +17 | New |
| TD Capital Management LLC | 15 | $970 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 13 | $840 | 0.00% | +13 | New |
| Wood Tarver Financial Group, LLC | 10 | $647 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $453 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 6 | $388 | 0.00% | +6 | New |
| WealthCollab, LLC | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $65 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 13 | $0 | 0.00% | +13 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −105,032−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −72,433−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −50,397−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −34,303−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −25,785−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −25,716−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −21,918−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −17,147−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −14,414−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −13,706−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −11,737−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,553−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| BancFirst Trust & Investment Management | 0 | $0 | 0.00% | −9,898−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −9,348−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,255−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −7,862−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −7,471−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −7,087−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Cutler Capital Management, LLC | 0 | $0 | 0.00% | −6,082−100.0% | Sold out |
| Pacific Point Advisors, LLC | 0 | $0 | 0.00% | −5,470−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −5,685−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −4,992−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −4,905−100.0% | Sold out |
| Haven Private, LLC | 0 | $0 | 0.00% | −5,096−100.0% | Sold out |
| Atlantic Family Wealth, LLC | 0 | $0 | 0.00% | −5,087−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −4,223−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,719−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −68,626−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Advantage Trust Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Boston Financial Mangement LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Buckingham Capital Management, Inc. | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
