| DiNuzzo Private Wealth, Inc. | 33 | $1.20K | 0.00% | −1−2.9% | Reduced |
| Hallmark Capital Management Inc | 33 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.02K | 0.00% | −2−6.7% | Reduced |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 27 | $981 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $944 | 0.00% | −239−90.2% | Reduced |
| MV Capital Management, Inc. | 16 | $582 | 0.00% | +4+33.3% | Added |
| True Wealth Design, LLC | 15 | $545 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $508 | 0.00% | +14 | New |
| NewSquare Capital LLC | 11 | $400 | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 9 | $327 | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 8 | $291 | 0.00% | +8 | New |
| RE Dickinson Investment Advisors, LLC | 5 | $200 | 0.00% | +5 | New |
| Larson Financial Group LLC | 5 | $182 | 0.00% | −8−61.5% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $182 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 3 | $109 | 0.00% | +1+50.0% | Added |
| High Note Wealth, LLC | 3 | $109 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 2 | $73 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $36 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $36 | 0.00% | +1 | New |
| Winthrop Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −360,298−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −204,105−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −189,286−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −159,738−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −108,257−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −101,300−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −86,643−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −81,719−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −98,142−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −58,479−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −52,838−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −47,378−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,179−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −34,080−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −32,722−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −28,679−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −23,229−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −21,048−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −16,334−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,949−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −11,686−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −11,350−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −8,024−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −7,630−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −7,483−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,239−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −6,187−100.0% | Sold out |
| Diversified Enterprises, LLC | 0 | $0 | 0.00% | −6,174−100.0% | Sold out |
| Sanibel Captiva Trust Company, Inc. | 0 | $0 | 0.00% | −6,157−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −6,124−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −5,496−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −5,392−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −5,347−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −5,302−100.0% | Sold out |
| Ledgewood Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,999−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Sanctuary Wealth Management, L.L.C. | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
| Quaker Wealth Management, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Diversified, LLC | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
