| Bell Investment Advisors, Inc | 164 | $5.94K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 158 | $5.71K | 0.00% | −94−37.3% | Reduced |
| Stonebridge Financial Group, LLC | 154 | $5.57K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 151 | $5.46K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 150 | $5.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $5.43K | 0.00% | +150 | New |
| Pandora Wealth, Inc. | 150 | $5.43K | 0.00% | +150 | New |
| Cornerstone Planning Group LLC | 151 | $5.42K | 0.00% | +151 | New |
| Carolina Wealth Advisors, LLC | 148 | $5.36K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 158 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 129 | $4.67K | 0.00% | +129 | New |
| Optimum Investment Advisors | 124 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 124 | $4.49K | 0.00% | +124 | New |
| JCIC Asset Management Inc. | 121 | $4.37K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 110 | $3.98K | 0.00% | +110 | New |
| Princeton Global Asset Management LLC | 108 | $3.91K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 96 | $3.47K | 0.00% | +96 | New |
| GHP Investment Advisors, Inc. | 92 | $3.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 88 | $3.19K | 0.00% | −183−67.5% | Reduced |
| Concord Wealth Partners | 78 | $2.82K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $2.71K | 0.00% | +75 | New |
| Indiana Trust & Investment Management CO | 61 | $2.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $1.97K | 0.00% | +1+1.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 46 | $1.66K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $1.45K | 0.00% | +40 | New |
| Amundi | 37 | $1.36K | 0.00% | +37 | New |
| Rialto Wealth Management, LLC | 37 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 34 | $1.23K | 0.00% | +34 | New |
| HHM Wealth Advisors, LLC | 32 | $1.16K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 30 | $1.09K | 0.00% | +30 | New |
| GW&K Investment Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Harvest Fund Management Co., Ltd | 23 | $1.00K | 0.00% | +23 | New |
| Quent Capital, LLC | 24 | $867 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19 | $688 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 19 | $688 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $580 | 0.00% | +16 | New |
| Delta Asset Management LLC | 12 | $434 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 12 | $434 | 0.00% | +12 | New |
| Mascoma Wealth Management LLC | 7 | $253 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6 | $233 | 0.00% | +6 | New |
| Garde Capital, Inc. | 3 | $109 | 0.00% | +3 | New |
| Robinswood Financial LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $36 | 0.00% | +1 | New |
| Avion Wealth | 19 | $0 | 0.00% | +19 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −2,228,960−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −1,367,396−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −112,962−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −71,765−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −42,244−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −27,271−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,815−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,307−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −16,818−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −15,899−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,995−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −9,923−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −7,863−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −7,654−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −6,097−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −5,527−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −5,367−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −5,221−100.0% | Sold out |
| Firethorn Wealth Partners, LLC | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Stone Run Capital, LLC | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −5,177−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −5,158−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −5,122−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −5,085−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |
| Chapman Financial Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |
| Criterion Capital Advisors, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |