| Brown Brothers Harriman & Co | 95 | $3.44K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 95 | $3.44K | 0.00% | +95 | New |
| CoreCap Advisors, LLC | 90 | $3.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 89 | $3.21K | 0.00% | −30−25.2% | Reduced |
| Group One Trading, L.P. | 88 | $3.18K | 0.00% | +88 | New |
| JFS Wealth Advisors, LLC | 86 | $3.11K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 79 | $2.86K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 74 | $2.68K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 74 | $2.68K | 0.00% | +16+27.6% | Added |
| Bogart Wealth, LLC | 70 | $2.53K | 0.00% | +70 | New |
| Farmers & Merchants Investments Inc | 57 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 62 | $2.00K | 0.00% | −15−19.5% | Reduced |
| TSFG, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 49 | $1.77K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $1.45K | 0.00% | +10+33.3% | Added |
| WR Wealth Planners, LLC | 35 | $1.27K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $1.19K | 0.00% | +33 | New |
| JNBA Financial Advisors | 28 | $1.01K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 26 | $941 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $905 | 0.00% | −5−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $796 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $724 | 0.00% | −8−28.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 19 | $687 | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 17 | $639 | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 15 | $543 | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 12 | $438 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $326 | 0.00% | −1,425−99.4% | Reduced |
| Global Financial Private Client, LLC | 7 | $253 | 0.00% | +7 | New |
| Transce3nd, LLC | 7 | $253 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $253 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 4 | $145 | 0.00% | +4 | New |
| True Wealth Design, LLC | 1 | $37 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $36 | 0.00% | +1 | New |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,314,029−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −673,115−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −517,309−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −355,418−100.0% | Sold out |
| Tyro Capital Management LLC | 0 | $0 | 0.00% | −346,228−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −308,793−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −273,122−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −258,542−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −193,162−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −176,433−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −155,102−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −135,030−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −128,064−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −60,153−100.0% | Sold out |
| Anthracite Investment Company, Inc. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −53,954−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −33,557−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −31,481−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −29,679−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −28,151−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −25,534−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −21,296−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,456−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,141−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,227−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −11,181−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,013−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,784−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −8,628−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,253−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −6,714−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,524−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −5,936−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −5,935−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,703−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −5,693−100.0% | Sold out |
| Cladis Investment Advisory, LLC | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,475−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −5,435−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −5,131−100.0% | Sold out |
| Resolute Wealth Strategies, LLC | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Northstar Group, Inc. | 0 | $0 | 0.00% | −4,822−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
