| Ossiam | 372 | $15.6K | 0.00% | −36−8.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 346 | $14.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 343 | $14.4K | 0.00% | −17−4.7% | Reduced |
| Huntington National Bank | 340 | $14.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $12.6K | 0.00% | −550−64.7% | Reduced |
| Frazier Financial Advisors, LLC | 274 | $11.5K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 245 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 243 | $10.2K | 0.00% | +243 | New |
| Hemington Wealth Management | 251 | $10.0K | 0.00% | +37+17.3% | Added |
| Clean Yield Group | 228 | $9.57K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 220 | $9.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 214 | $8.96K | 0.00% | +22+11.5% | Added |
| Farther Finance Advisors, LLC | 207 | $8.65K | 0.00% | +60+40.8% | Added |
| Smartleaf Asset Management LLC | 202 | $8.50K | 0.00% | −152−42.9% | Reduced |
| First Horizon Advisors, Inc. | 203 | $8.50K | 0.00% | +56+38.1% | Added |
| Walleye Capital LLC | 202 | $8.46K | 0.00% | −15,124−98.7% | Reduced |
| Versant Capital Management, Inc | 202 | $8.46K | 0.00% | +202 | New |
| Allworth Financial LP | 201 | $8.42K | 0.00% | +35+21.1% | Added |
| Tanglewood Legacy Advisors, LLC | 200 | $8.37K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 175 | $7.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 168 | $7.04K | 0.00% | −199−54.2% | Reduced |
| Massmutual Trust Co FSB | 168 | $7.03K | 0.00% | +67+66.3% | Added |
| National Bank of Canada | 136 | $5.68K | 0.00% | +119+700.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 134 | $5.61K | 0.00% | +134 | New |
| Kestra Investment Management, LLC | 137 | $4.73K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 85 | $3.56K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 76 | $3.18K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 74 | $3.10K | 0.00% | −26−26.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 74 | $2.92K | 0.00% | +74 | New |
| Manchester Capital Management LLC | 66 | $2.76K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 65 | $2.72K | 0.00% | +65 | New |
| Brown Brothers Harriman & Co | 63 | $2.64K | 0.00% | +63 | New |
| IFP Advisors, Inc | 0 | $2.51K | 0.00% | −28−100.0% | Reduced |
| Bogart Wealth, LLC | 53 | $2.22K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 51 | $2.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $2.01K | 0.00% | +6+14.3% | Added |
| NBC Securities, Inc. | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 44 | $1.84K | 0.00% | +24+120.0% | Added |
| SBI Securities Co., Ltd. | 41 | $1.72K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 40 | $1.68K | 0.00% | +40 | New |
| Rothschild Investment LLC | 39 | $1.63K | 0.00% | +22+129.4% | Added |
| South State Corp. | 38 | $1.59K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $1.09K | 0.00% | −39−60.0% | Reduced |
| SJS Investment Consulting Inc. | 25 | $1.05K | 0.00% | −16−39.0% | Reduced |
| Geneos Wealth Management Inc. | 24 | $1.00K | 0.00% | +24 | New |
| Financial Management Professionals, Inc. | 20 | $837 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $837 | 0.00% | +20 | New |
| WPG Advisers, LLC | 17 | $712 | 0.00% | −15−46.9% | Reduced |
| HFM Investment Advisors, LLC | 17 | $712 | 0.00% | +8+88.9% | Added |
| Parkworth Wealth Management, Inc. | 16 | $670 | 0.00% | +7+77.8% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $669 | 0.00% | +11+220.0% | Added |
| CIBC Private Wealth Group, LLC | 15 | $628 | 0.00% | −29−65.9% | Reduced |
| Hughes Financial Services, LLC | 15 | $591 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 11 | $435 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $255 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $252 | 0.00% | +6 | New |
| Stephens Consulting, LLC | 6 | $252 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $210 | 0.00% | +5 | New |
| Larson Financial Group LLC | 5 | $209 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 4 | $167 | 0.00% | +4 | New |
| High Note Wealth, LLC | 3 | $126 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $92 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,347,016−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −473,000−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −426,281−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −292,797−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −212,955−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −77,098−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −56,208−100.0% | Sold out |
| SWP Investment Management LLC | 0 | $0 | 0.00% | −54,108−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −50,073−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −38,110−100.0% | Sold out |
| Sovereign's Capital Management, LLC | 0 | $0 | 0.00% | −36,674−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −36,596−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −22,744−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20,710−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −20,214−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −17,484−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,036−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −12,204−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,630−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,341−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,680−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,969−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,866−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,811−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,604−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,576−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2,534−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,514−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
