| Salomon & Ludwin, LLC | 708 | $70.0K | 0.01% | +267+60.5% | Added |
| Versant Capital Management, Inc | 708 | $69.0K | 0.01% | +310+77.9% | Added |
| Reyes Financial Architecture, Inc. | 631 | $61.5K | 0.03% | +39+6.6% | Added |
| Elequin Capital LP | 630 | $61.4K | 0.00% | +290+85.3% | Added |
| Advisors Asset Management, Inc. | 545 | $53.1K | 0.00% | −1−0.2% | Reduced |
| Signature Equity Partners, LLC | 494 | $48.1K | 0.02% | −26−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 484 | $47.1K | 0.00% | +31+6.8% | Added |
| Optiver Holding B.V. | 472 | $46.0K | 0.00% | +472 | New |
| Harbor Capital Advisors, Inc. | 450 | $44.0K | 0.00% | −6−1.3% | Reduced |
| True Wealth Design, LLC | 432 | $42.1K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 422 | $41.1K | 0.03% | −90−17.6% | Reduced |
| Clearstead Advisors, LLC | 393 | $38.3K | 0.00% | −83−17.4% | Reduced |
| Basecamp Wealth Advisors LLC | 393 | $38.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 379 | $36.9K | 0.00% | +31+8.9% | Added |
| Kemnay Advisory Services Inc. | 375 | $36.5K | 0.00% | +78+26.3% | Added |
| Parallel Advisors, LLC | 364 | $35.5K | 0.00% | −12−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 294 | $28.6K | 0.00% | −473−61.7% | Reduced |
| Armstrong Advisory Group, Inc | 292 | $28.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 270 | $26.3K | 0.00% | −5,820−95.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 248 | $24.4K | 0.00% | −1−0.4% | Reduced |
| Tidemark, LLC | 224 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 203 | $19.8K | 0.00% | +94+86.2% | Added |
| Essential Partners LLC | 173 | $16.8K | 0.01% | −802−82.3% | Reduced |
| Mather Group, LLC. | 168 | $16.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $15.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $15.6K | 0.00% | −6−3.6% | Reduced |
| Bokf, NA | 124 | $12.1K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 122 | $11.8K | 0.00% | +122 | New |
| Massmutual Trust Co FSB | 112 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 108 | $10.5K | 0.00% | −94−46.5% | Reduced |
| Fortitude Family Office, LLC | 106 | $10.3K | 0.00% | +48+82.8% | Added |
| Rothschild Investment LLC | 105 | $10.2K | 0.00% | +5+5.0% | Added |
| JFS Wealth Advisors, LLC | 103 | $10.0K | 0.00% | +12+13.2% | Added |
| Harbour Investments, Inc. | 102 | $9.93K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 100 | $9.74K | 0.00% | −90−47.4% | Reduced |
| Chelsea Counsel Co | 100 | $9.74K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 100 | $9.74K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 95 | $9.25K | 0.00% | +95 | New |
| CVA Family Office, LLC | 92 | $8.96K | 0.00% | +50+119.0% | Added |
| Allworth Financial LP | 90 | $8.77K | 0.00% | +3+3.4% | Added |
| SJS Investment Consulting Inc. | 88 | $8.57K | 0.00% | +73+486.7% | Added |
| Sachetta, LLC | 87 | $8.47K | 0.00% | +87 | New |
| Owl Creek Wealth Partners LLC | 84 | $8.18K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 82 | $7.99K | 0.00% | +11+15.5% | Added |
| Valued Wealth Advisors LLC | 73 | $7.11K | 0.00% | +73 | New |
| Anchor Investment Management, LLC | 65 | $6.33K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 63 | $6.24K | 0.00% | +63 | New |
| HHM Wealth Advisors, LLC | 55 | $5.36K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $4.29K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $4.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $3.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $3.31K | 0.00% | +1+3.0% | Added |
| Kilter Group LLC | 30 | $2.92K | 0.00% | −16−34.8% | Reduced |
| Walleye Capital LLC | 25 | $2.44K | 0.00% | −312−92.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 22 | $2.14K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $2.04K | 0.00% | +21 | New |
| JPL Wealth Management, LLC | 20 | $1.95K | 0.00% | −5−20.0% | Reduced |
| Ankerstar Wealth, LLC | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.66K | 0.00% | +9+112.5% | Added |
| Torren Management, LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $1.56K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.27K | 0.00% | +9+225.0% | Added |
| Silver Grove Financial Group, Inc. | 13 | $1.27K | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 12 | $1.17K | 0.00% | +3+33.3% | Added |
| Covestor Ltd | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Evolution Advisers, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 10 | $974 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $974 | 0.00% | +5+100.0% | Added |
| Gilpin Wealth Management, LLC | 10 | $974 | 0.00% | +6+150.0% | Added |
| CWM Advisors, LLC | 9 | $839 | 0.00% | −13−59.1% | Reduced |
| Quent Capital, LLC | 8 | $779 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 7 | $682 | 0.00% | +7 | New |
| LRI Investments, LLC | 6 | $584 | 0.00% | +6 | New |
| Davis Capital Management | 3 | $292 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $292 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $198 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $98 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1 | $97 | 0.00% | +1 | New |
| Avion Wealth | 8 | $0 | 0.00% | −12−60.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −88,200−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −63,455−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −51,756−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −35,888−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,577−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −24,265−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −23,326−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −20,214−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −17,784−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −17,149−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −16,849−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −13,610−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,824−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −12,592−100.0% | Sold out |
