| MTM Investment Management, LLC | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 49 | $2.97K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 40 | $2.43K | 0.00% | −35−46.7% | Reduced |
| WPG Advisers, LLC | 39 | $2.37K | 0.00% | −105−72.9% | Reduced |
| Parkside Financial Bank & Trust | 36 | $2.19K | 0.00% | −120−76.9% | Reduced |
| Rialto Wealth Management, LLC | 33 | $2.00K | 0.00% | +18+120.0% | Added |
| Spire Wealth Management | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 31 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 30 | $1.82K | 0.00% | +5+20.0% | Added |
| Cromwell Holdings LLC | 30 | $1.82K | 0.00% | +9+42.9% | Added |
| Strategic Wealth Partners, Ltd. | 29 | $1.76K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $1.76K | 0.00% | +12+70.6% | Added |
| Ares Financial Consulting, LLC | 29 | $1.75K | 0.00% | +14+93.3% | Added |
| Sachetta, LLC | 28 | $1.70K | 0.00% | −30−51.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 26 | $1.58K | 0.00% | +14+116.7% | Added |
| Creative Capital Management Investments LLC | 26 | $1.58K | 0.00% | +26 | New |
| South State Corp. | 24 | $1.46K | 0.00% | −74−75.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 24 | $1.46K | 0.00% | +24 | New |
| Transamerica Financial Advisors, Inc. | 23 | $1.41K | 0.00% | −773−97.1% | Reduced |
| Zions Bancorporation, National Association | 23 | $1.40K | 0.00% | +11+91.7% | Added |
| American Capital Advisory, LLC | 22 | $1.33K | 0.00% | +20+1,000.0% | Added |
| Kozak & Associates, Inc. | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $1.21K | 0.00% | +20 | New |
| RMG Wealth Management LLC | 15 | $1.18K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 17 | $1.03K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $971 | 0.00% | −1−5.9% | Reduced |
| Cranbrook Wealth Management, LLC | 15 | $911 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $911 | 0.00% | +8+114.3% | Added |
| Rossby Financial, LCC | 15 | $910 | 0.00% | −2−11.8% | Reduced |
| Gen-Wealth Partners Inc | 15 | $910 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $910 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $789 | 0.00% | +6+85.7% | Added |
| Wall Street Access Asset Management, LLC | 12 | $729 | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 11 | $667 | 0.00% | −4−26.7% | Reduced |
| First Horizon Corp | 10 | $607 | 0.00% | −82−89.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $607 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $606 | 0.00% | −2−16.7% | Reduced |
| LRI Investments, LLC | 9 | $546 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 7 | $425 | 0.00% | −31−81.6% | Reduced |
| Westside Investment Management, Inc. | 7 | $425 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 7 | $425 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 6 | $365 | 0.00% | −3−33.3% | Reduced |
| Whipplewood Advisors, LLC | 6 | $364 | 0.00% | −26−81.3% | Reduced |
| Signature Equity Partners, LLC | 6 | $364 | 0.00% | −8−57.1% | Reduced |
| Key Financial Inc | 6 | $364 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5 | $303 | 0.00% | −4−44.4% | Reduced |
| Silver Grove Financial Group, Inc. | 5 | $303 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $301 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $243 | 0.00% | −9−69.2% | Reduced |
| Rakuten Securities, Inc. | 3 | $182 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $182 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2 | $121 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $61 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $61 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Knoll Capital Management, LLC | 13,000 | – | – | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,370,919−100.0% | Sold out |
| Defiance ETFs, LLC | 0 | $0 | 0.00% | −452,306−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −353,892−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −184,969−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −165,900−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −127,317−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −101,850−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −78,444−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −56,235−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −46,722−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −27,332−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −23,910−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −22,997−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −20,750−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −19,803−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −15,172−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −13,214−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −11,162−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,027−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,907−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −8,174−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,212−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,701−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −5,258−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,554−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −4,484−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,173−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,872−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
