| MAI Capital Management | 617 | $43.2K | 0.00% | +46+8.1% | Added |
| Sterling Capital Management LLC | 590 | $41.4K | 0.00% | +175+42.2% | Added |
| Public Employees Retirement System of Ohio | 569 | $39.9K | 0.00% | −7,011−92.5% | Reduced |
| EverSource Wealth Advisors, LLC | 540 | $37.9K | 0.00% | +375+227.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 305 | $21.0K | 0.00% | +305 | New |
| Whittier Trust Co | 281 | $19.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 275 | $19.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 244 | $17.1K | 0.00% | +157+180.5% | Added |
| Kestra Investment Management, LLC | 150 | $10.5K | 0.00% | +103+219.1% | Added |
| Hemington Wealth Management | 146 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 139 | $9.75K | 0.00% | −14−9.2% | Reduced |
| IFP Advisors, Inc | 0 | $9.68K | 0.00% | −6−100.0% | Reduced |
| Central Trust Co | 126 | $8.84K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 122 | $8.56K | 0.00% | −33−21.3% | Reduced |
| Bryn Mawr Trust Co | 121 | $8.49K | 0.00% | +11+10.0% | Added |
| UMA Financial Services, Inc. | 109 | $7.64K | 0.00% | −14−11.4% | Reduced |
| GWM Advisors LLC | 108 | $7.57K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $7.01K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 106 | $7.00K | 0.00% | +2+1.9% | Added |
| Fourth Dimension Wealth, LLC | 91 | $6.38K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 87 | $6.07K | 0.00% | +23+35.9% | Added |
| Rothschild Investment LLC | 80 | $5.61K | 0.00% | +60+300.0% | Added |
| Northwestern Mutual Wealth Management Co | 77 | $5.40K | 0.00% | +15+24.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 81 | $5.09K | 0.00% | +81 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $4.98K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 69 | $4.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $4.84K | 0.00% | +69 | New |
| HHM Wealth Advisors, LLC | 67 | $4.70K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 66 | $4.63K | 0.00% | +49+288.2% | Added |
| Dogwood Wealth Management LLC | 60 | $4.22K | 0.00% | +60 | New |
| Parkside Financial Bank & Trust | 59 | $4.14K | 0.00% | −8−11.9% | Reduced |
| Signaturefd, LLC | 51 | $3.58K | 0.00% | +39+325.0% | Added |
| Wolff Wiese Magana LLC | 49 | $3.44K | 0.00% | −88−64.2% | Reduced |
| Bogart Wealth, LLC | 48 | $3.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $3.23K | 0.00% | −5−9.8% | Reduced |
| Allworth Financial LP | 43 | $3.02K | 0.00% | −35−44.9% | Reduced |
| Skopos Labs, Inc. | 41 | $2.88K | 0.00% | −357−89.7% | Reduced |
| Massmutual Trust Co FSB | 31 | $2.17K | 0.00% | −4−11.4% | Reduced |
| TD Capital Management LLC | 24 | $1.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $1.68K | 0.00% | +24 | New |
| Bruce G. Allen Investments, LLC | 23 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 22 | $1.55K | 0.00% | +22 | New |
| MPWM Advisory Solutions, LLC | 22 | $1.54K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $1.47K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $1.26K | 0.00% | +18 | New |
| Larson Financial Group LLC | 17 | $1.19K | 0.00% | +13+325.0% | Added |
| JFS Wealth Advisors, LLC | 11 | $772 | 0.00% | +1+10.0% | Added |
| CVA Family Office, LLC | 10 | $701 | 0.00% | −11−52.4% | Reduced |
| Essential Partners LLC | 10 | $701 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 9 | $631 | 0.00% | +7+350.0% | Added |
| Kilter Group LLC | 8 | $562 | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 8 | $561 | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 6 | $421 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $281 | 0.00% | −2−33.3% | Reduced |
| SJS Investment Consulting Inc. | 4 | $281 | 0.00% | +1+33.3% | Added |
| Farther Finance Advisors, LLC | 4 | $281 | 0.00% | +2+100.0% | Added |
| Rialto Wealth Management, LLC | 3 | $211 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 2 | $140 | 0.00% | +1+100.0% | Added |
| Stephens Consulting, LLC | 1 | $71 | 0.00% | −9−90.0% | Reduced |
| True Wealth Design, LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $71 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $70 | 0.00% | −1,523−99.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $70 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −174,619−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −105,400−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −70,611−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −66,117−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −50,406−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −38,869−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −20,484−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −18,434−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −16,301−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,502−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,341−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,887−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −5,958−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,566−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −21−100.0% | Sold out |
