| MAI Capital Management | 316 | $52.1K | 0.00% | +86+37.4% | Added |
| Sterling Capital Management LLC | 259 | $42.7K | 0.00% | −175−40.3% | Reduced |
| Huntington National Bank | 195 | $32.2K | 0.00% | −59−23.2% | Reduced |
| Umb Bank N A | 159 | $26.2K | 0.00% | +63+65.6% | Added |
| Parallel Advisors, LLC | 147 | $24.3K | 0.00% | +41+38.7% | Added |
| SRS Capital Advisors, Inc. | 146 | $24.0K | 0.00% | +109+294.6% | Added |
| Nisa Investment Advisors, LLC | 139 | $22.9K | 0.00% | +3+2.2% | Added |
| Private Trust Co NA | 109 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 98 | $16.2K | 0.00% | +98 | New |
| GAMMA Investing LLC | 91 | $15.0K | 0.00% | +8+9.6% | Added |
| Smartleaf Asset Management LLC | 84 | $13.8K | 0.00% | −103−55.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 75 | $12.4K | 0.00% | +75 | New |
| Kemnay Advisory Services Inc. | 68 | $11.2K | 0.00% | +68 | New |
| Cornerstone Planning Group LLC | 68 | $11.2K | 0.00% | +21+44.7% | Added |
| Root Financial Partners, LLC | 67 | $11.1K | 0.00% | +32+91.4% | Added |
| Parkside Financial Bank & Trust | 65 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $10.2K | 0.00% | +9+17.0% | Added |
| Advisor Group Holdings, Inc. | 46 | $7.59K | 0.00% | +29+170.6% | Added |
| Covestor Ltd | 42 | $7.00K | 0.00% | −7−14.3% | Reduced |
| Versant Capital Management, Inc | 39 | $6.43K | 0.00% | −3−7.1% | Reduced |
| Farther Finance Advisors, LLC | 37 | $6.29K | 0.00% | +2+5.7% | Added |
| Allworth Financial LP | 35 | $5.77K | 0.00% | −18−34.0% | Reduced |
| Mather Group, LLC. | 28 | $4.62K | 0.00% | +28 | New |
| Massmutual Trust Co FSB | 27 | $4.45K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $3.63K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 21 | $3.46K | 0.00% | +21 | New |
| GW&K Investment Management, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $2.97K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18 | $2.97K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 15 | $2.48K | 0.00% | +9+150.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 15 | $2.48K | 0.00% | +15 | New |
| Salomon & Ludwin, LLC | 13 | $2.19K | 0.00% | −15−53.6% | Reduced |
| CoreCap Advisors, LLC | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 12 | $1.98K | 0.00% | −5−29.4% | Reduced |
| Arlington Trust Co LLC | 12 | $1.98K | 0.00% | +12 | New |
| Rothschild Investment LLC | 10 | $1.65K | 0.00% | +6+150.0% | Added |
| Kilter Group LLC | 10 | $1.65K | 0.00% | +10 | New |
| Duncker Streett & Co Inc | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8 | $1.32K | 0.00% | −22−73.3% | Reduced |
| SBI Securities Co., Ltd. | 8 | $1.32K | 0.00% | +5+166.7% | Added |
| Fortitude Family Office, LLC | 7 | $1.16K | 0.00% | +5+250.0% | Added |
| Signature Equity Partners, LLC | 6 | $991 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6 | $990 | 0.00% | −1−14.3% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $825 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $825 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $660 | 0.00% | −1−20.0% | Reduced |
| Harbour Investments, Inc. | 3 | $495 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $495 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $330 | 0.00% | +2 | New |
| Ankerstar Wealth, LLC | 2 | $330 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $165 | 0.00% | +1 | New |
| CVA Family Office, LLC | 1 | $165 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $165 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $165 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $165 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $164 | 0.00% | +1 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −38,484−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −33,146−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −14,156−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,823−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,326−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −9,162−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,819−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,754−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,296−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −4,056−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,618−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Provident Investment Management, Inc. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
