| Financial Network Wealth Advisors LLC | 38 | $1.98K | 0.00% | +6+18.8% | Added |
| SBI Securities Co., Ltd. | 37 | $1.93K | 0.00% | −31−45.6% | Reduced |
| First Horizon Advisors, Inc. | 35 | $1.82K | 0.00% | −32−47.8% | Reduced |
| Asset Planning,Inc | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 32 | $1.67K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 28 | $1.46K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 28 | $1.46K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 28 | $1.46K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $1.35K | 0.00% | −22−84.6% | Reduced |
| Carolina Wealth Advisors, LLC | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 20 | $1.04K | 0.00% | +20 | New |
| Westside Investment Management, Inc. | 19 | $989 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $949 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 16 | $833 | 0.00% | −19−54.3% | Reduced |
| Stonebridge Financial Group, LLC | 16 | $833 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15 | $781 | 0.00% | −300−95.2% | Reduced |
| Silicon Valley Capital Partners | 14 | $731 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $677 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 13 | $667 | 0.00% | +4+44.4% | Added |
| Oakworth Capital, Inc. | 12 | $625 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 11 | $573 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 10 | $521 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $521 | 0.00% | +6+150.0% | Added |
| Private Wealth Management Group, LLC | 9 | $469 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 9 | $449 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $417 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 8 | $416 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 7 | $365 | 0.00% | −181−96.3% | Reduced |
| Bare Financial Services, Inc | 7 | $364 | 0.00% | +7 | New |
| High Note Wealth, LLC | 5 | $260 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 655,597 | – | – | +260,897+66.1% | Added |
| Leonteq Securities AG | 7,377 | – | – | −703−8.7% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −1,735,632−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −1,404,273−100.0% | Sold out |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 0 | $0 | 0.00% | −877,830−100.0% | Sold out |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −489,307−100.0% | Sold out |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −251,883−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −198,700−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −142,038−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −134,804−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −86,179−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −58,641−100.0% | Sold out |
| Oaktree Fund Advisors, LLC | 0 | $0 | 0.00% | −57,987−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −40,822−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −25,814−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −16,798−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −16,393−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −15,372−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −14,525−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −10,655−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −10,386−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,291−100.0% | Sold out |
| one8zero8, LLC | 0 | $0 | 0.00% | −9,297−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,020−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −7,455−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −6,313−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −4,978−100.0% | Sold out |
| Kelman-Lazarov, Inc. | 0 | $0 | 0.00% | −4,619−100.0% | Sold out |
| BigSur Wealth Management LLC | 0 | $0 | 0.00% | −4,505−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Endeavor Private Wealth, Inc. | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| FSA Wealth Management LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| River & Mercantile Asset Management LLP | – | – | – | – | Not filed |
| Fernwood Investment Management, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Northwest Bank & Trust Co | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
