| Farther Finance Advisors, LLC | 317 | $26.9K | 0.00% | −36−10.2% | Reduced |
| Planned Solutions, Inc. | 295 | $25.0K | 0.01% | +295 | New |
| Matrix Trust Co | 281 | $24.0K | 0.00% | +281 | New |
| Nomura Asset Management Co Ltd | 240 | $20.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 234 | $20.0K | 0.00% | +234 | New |
| GWM Advisors LLC | 222 | $18.8K | 0.00% | −1,707−88.5% | Reduced |
| Salem Investment Counselors Inc | 219 | $18.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 212 | $18.2K | 0.00% | +113+114.1% | Added |
| Riverview Trust Co | 200 | $16.9K | 0.01% | +200 | New |
| Proequities, Inc. | 197 | $16.7K | 0.00% | +48+32.2% | Added |
| Parallel Advisors, LLC | 193 | $16.4K | 0.00% | +145+302.1% | Added |
| Integrated Investment Consultants, LLC | 15,247 | $15.2K | 0.00% | +15,247 | New |
| Geneos Wealth Management Inc. | 151 | $12.8K | 0.00% | +25+19.8% | Added |
| Key Financial Inc | 145 | $12.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 135 | $11.0K | 0.00% | −538,575−100.0% | Reduced |
| Larson Financial Group LLC | 125 | $10.6K | 0.00% | +125 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 119 | $10.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 108 | $9.15K | 0.00% | +52+92.9% | Added |
| Continuum Advisory, LLC | 100 | $9.12K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 112 | $9.00K | 0.00% | +44+64.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 101 | $8.57K | 0.00% | −196,527−99.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 96 | $8.13K | 0.00% | −27−22.0% | Reduced |
| Richardson Financial Services Inc. | 56 | $7.56K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 77 | $6.52K | 0.01% | +77 | New |
| ZRC Wealth Management, LLC | 75 | $6.36K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 64 | $5.83K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 60 | $5.08K | 0.00% | −81,089−99.9% | Reduced |
| Coppell Advisory Solutions LLC | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $4.24K | 0.00% | −337−87.1% | Reduced |
| Private Trust Co NA | 46 | $3.90K | 0.00% | −35−43.2% | Reduced |
| Rothschild Investment LLC | 37 | $3.13K | 0.00% | +27+270.0% | Added |
| Global Retirement Partners, LLC | 36 | $3.05K | 0.00% | −192−84.2% | Reduced |
| Smartleaf Asset Management LLC | 33 | $2.83K | 0.00% | −17−34.0% | Reduced |
| Umb Bank N A | 32 | $2.71K | 0.00% | −60−65.2% | Reduced |
| Frazier Financial Advisors, LLC | 32 | $2.71K | 0.00% | +18+128.6% | Added |
| Mather Group, LLC. | 31 | $2.63K | 0.00% | −437−93.4% | Reduced |
| Bell Investment Advisors, Inc | 31 | $2.63K | 0.00% | −9−22.5% | Reduced |
| Harbour Investments, Inc. | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 30 | $2.54K | 0.00% | −86−74.1% | Reduced |
| Brown Brothers Harriman & Co | 30 | $2.54K | 0.00% | +30 | New |
| Addison Advisors LLC | 28 | $2.37K | 0.00% | +28 | New |
| TD Private Client Wealth LLC | 27 | $2.29K | 0.00% | −315−92.1% | Reduced |
| Ashton Thomas Securities, LLC | 26 | $2.20K | 0.00% | +26 | New |
| Hantz Financial Services, Inc. | 22 | $2.00K | 0.00% | −2,551−99.1% | Reduced |
| Hexagon Capital Partners LLC | 23 | $1.95K | 0.00% | +8+53.3% | Added |
| Parkside Financial Bank & Trust | 22 | $1.86K | 0.00% | −502−95.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22 | $1.86K | 0.00% | +22 | New |
| WealthCollab, LLC | 21 | $1.78K | 0.00% | −18−46.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $1.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $1.27K | 0.00% | −18−54.5% | Reduced |
| AdvisorNet Financial, Inc | 15 | $1.27K | 0.00% | +15 | New |
| REAP Financial Group, LLC | 11 | $939 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $850 | 0.00% | −252−96.2% | Reduced |
| Assetmark, Inc | 9 | $763 | 0.00% | −8−47.1% | Reduced |
| Private Wealth Management Group, LLC | 9 | $763 | 0.00% | −8−47.1% | Reduced |
| Allworth Financial LP | 9 | $763 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $763 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $593 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 6 | $509 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 5 | $424 | 0.00% | +4+400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $339 | 0.00% | −5−55.6% | Reduced |
| SJS Investment Consulting Inc. | 3 | $255 | 0.00% | −10−76.9% | Reduced |
| Massmutual Trust Co FSB | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $169 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 1 | $85 | 0.00% | −10−90.9% | Reduced |
| Capital Performance Advisors LLP | 1 | $85 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | +1+25.0% | Added |
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | New |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −476,567−100.0% | Sold out |
| Fiduciary Management Inc | 0 | $0 | 0.00% | −454,985−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −395,388−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −384,849−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −237,534−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −211,366−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −199,500−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −162,923−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −161,990−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −155,506−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −150,268−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −132,350−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −66,900−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −66,117−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −63,639−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −61,079−100.0% | Sold out |
| Forge First Asset Management Inc. | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −43,300−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −42,306−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −32,533−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −31,515−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −30,834−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −30,819−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −27,566−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −28,148−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −26,860−100.0% | Sold out |
| Ballast Asset Management, LP | 0 | $0 | 0.00% | −23,047−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −22,937−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
