| Tortoise Investment Management, LLC | 261 | $7.22K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 225 | $6.22K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 225 | $6.22K | 0.00% | +225 | New |
| Gulf International Bank (UK) Ltd | 223 | $6.00K | 0.00% | −562−71.6% | Reduced |
| Valley National Advisers Inc | 234 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 213 | $5.89K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 189 | $5.23K | 0.00% | +39+26.0% | Added |
| MV Capital Management, Inc. | 151 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 140 | $3.87K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 140 | $3.87K | 0.00% | +140 | New |
| Parkside Financial Bank & Trust | 129 | $3.57K | 0.00% | −184−58.8% | Reduced |
| Advisors Asset Management, Inc. | 129 | $3.57K | 0.00% | +65+101.6% | Added |
| Geneos Wealth Management Inc. | 110 | $3.04K | 0.00% | +78+243.8% | Added |
| Putney Financial Group LLC | 110 | $3.04K | 0.00% | +110 | New |
| Hemington Wealth Management | 128 | $3.00K | 0.00% | −2−1.5% | Reduced |
| Colonial Trust Advisors | 104 | $2.88K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 104 | $2.88K | 0.00% | −2,750−96.4% | Reduced |
| CoreCap Advisors, LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 95 | $2.63K | 0.00% | +95 | New |
| Central Trust Co | 93 | $2.57K | 0.00% | +93 | New |
| Zions Bancorporation, N.A. | 87 | $2.41K | 0.00% | +15+20.8% | Added |
| Johnson Financial Group, Inc. | 88 | $2.35K | 0.00% | +51+137.8% | Added |
| Beacon Capital Management, LLC | 76 | $2.10K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 74 | $2.05K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 67 | $1.85K | 0.00% | +67 | New |
| Tidemark, LLC | 55 | $1.52K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 51 | $1.41K | 0.00% | +51 | New |
| Moisand Fitzgerald Tamayo, LLC | 43 | $1.19K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 42 | $1.16K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 41 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $1.13K | 0.00% | +41 | New |
| Concord Wealth Partners | 39 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $1.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $885 | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 29 | $803 | 0.00% | +3+11.5% | Added |
| Center for Financial Planning, Inc. | 22 | $609 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 21 | $581 | 0.00% | +21 | New |
| WPG Advisers, LLC | 21 | $581 | 0.00% | +21 | New |
| Leonteq Securities AG | 17 | $470 | 0.00% | +17 | New |
| Pittenger & Anderson Inc | 15 | $415 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $277 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $277 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $277 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $221 | 0.00% | +8 | New |
| Clear Street Markets LLC | 7 | $194 | 0.00% | +7 | New |
| True Wealth Design, LLC | 6 | $166 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $139 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $138 | 0.00% | +5 | New |
| Quent Capital, LLC | 4 | $111 | 0.00% | +3+300.0% | Added |
| Parkworth Wealth Management, Inc. | 4 | $111 | 0.00% | +4 | New |
| Heritage Wealth Advisors | 3 | $83 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $28 | 0.00% | +1 | New |
| Fourth Dimension Wealth, LLC | 1 | $28 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Foresight Group Ltd Liability Partnership | 0 | $0 | 0.00% | −335,615−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −151,305−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −136,513−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −121,044−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −74,624−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −72,700−100.0% | Sold out |
| C WorldWide Group Holding A/S | 0 | $0 | 0.00% | −70,545−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −67,604−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −49,729−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −43,991−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −35,535−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −34,470−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −33,159−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −24,361−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −20,064−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,028−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −17,672−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −16,986−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −16,883−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −14,794−100.0% | Sold out |
| Correct Capital Wealth Management | 0 | $0 | 0.00% | −13,913−100.0% | Sold out |
| Epiq Partners, LLC | 0 | $0 | 0.00% | −13,167−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −11,770−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −9,078−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −8,380−100.0% | Sold out |
| M. Kulyk & Associates, LLC | 0 | $0 | 0.00% | −8,136−100.0% | Sold out |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −8,338−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −7,143−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,041−100.0% | Sold out |
| WealthTrust Axiom LLC | 0 | $0 | 0.00% | −6,722−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −6,560−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −6,555−100.0% | Sold out |
| Evergreen Wealth Solutions, LLC | 0 | $0 | 0.00% | −6,532−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −6,219−100.0% | Sold out |
| JTC Employer Solutions Trusteee Ltd | 0 | $0 | 0.00% | −5,763−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −282−100.0% | Sold out |
