| Swiss Life Asset Management Ltd | 435 | $277.0K | 0.00% | +435 | New |
| Panagora Asset Management Inc | 395 | $251.5K | 0.00% | +395 | New |
| Strive Financial Group ,LLC | 364 | $231.8K | 0.10% | +364 | New |
| Brighton Jones LLC | 362 | $230.5K | 0.00% | +362 | New |
| CIBC Bancorp USA Inc. | 346 | $220.3K | 0.00% | +346 | New |
| Rockefeller Capital Management L.P. | 338 | $215.2K | 0.00% | +283+514.5% | Added |
| Chicago Partners Investment Group LLC | 363 | $215.1K | 0.00% | +363 | New |
| Crossmark Global Holdings, Inc. | 332 | $211.4K | 0.00% | +332 | New |
| Commerce Bank | 331 | $210.8K | 0.00% | +331 | New |
| Armistice Capital, LLC | 329 | $209.5K | 0.01% | −732−69.0% | Reduced |
| Trillium Asset Management, LLC | 326 | $207.6K | 0.01% | +326 | New |
| Ensign Peak Advisors, Inc | 309 | $196.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 275 | $175.1K | 0.00% | +217+374.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 255 | $162.4K | 0.02% | +75+41.7% | Added |
| Nykredit A/S | 253 | $161.1K | 0.00% | +253 | New |
| Gen-Wealth Partners Inc | 239 | $152.2K | 0.04% | +239 | New |
| CoreCap Advisors, LLC | 237 | $150.9K | 0.00% | +236+23,600.0% | Added |
| KBC Group NV | 214 | $136.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 209 | $133.1K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 200 | $127.0K | 0.00% | +200 | New |
| US Bancorp | 190 | $121.0K | 0.00% | +23+13.8% | Added |
| EverSource Wealth Advisors, LLC | 159 | $101.2K | 0.00% | +16+11.2% | Added |
| Allworth Financial LP | 156 | $99.3K | 0.00% | +80+105.3% | Added |
| Rothschild Investment LLC | 141 | $89.8K | 0.00% | +138+4,600.0% | Added |
| Tower Research Capital LLC (TRC) | 109 | $69.4K | 0.00% | +27+32.9% | Added |
| Essential Partners LLC | 108 | $68.8K | 0.03% | +108 | New |
| Parkside Financial Bank & Trust | 107 | $68.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 101 | $64.3K | 0.00% | −16−13.7% | Reduced |
| Huntington National Bank | 100 | $63.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 92 | $58.6K | 0.00% | +92 | New |
| Whittier Trust Co of Nevada Inc | 89 | $57.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 76 | $48.4K | 0.00% | −14−15.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 73 | $46.5K | 0.00% | −26−26.3% | Reduced |
| MetLife Investment Management | 72 | $45.8K | 0.00% | −8−10.0% | Reduced |
| CX Institutional | 70 | $45.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 63 | $40.1K | 0.00% | −1,427−95.8% | Reduced |
| GAMMA Investing LLC | 60 | $38.2K | 0.00% | +11+22.4% | Added |
| Farther Finance Advisors, LLC | 58 | $36.9K | 0.00% | +45+346.2% | Added |
| Altshuler Shaham Ltd | 57 | $36.3K | 0.00% | −13−18.6% | Reduced |
| Signaturefd, LLC | 55 | $35.0K | 0.00% | +2+3.8% | Added |
| Versant Capital Management, Inc | 55 | $35.0K | 0.00% | +47+587.5% | Added |
| Covestor Ltd | 45 | $29.0K | 0.02% | −31−40.8% | Reduced |
| Larson Financial Group LLC | 41 | $26.1K | 0.00% | +10+32.3% | Added |
| Salomon & Ludwin, LLC | 39 | $25.6K | 0.00% | +39 | New |
| Nomura Asset Management Co Ltd | 36 | $22.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 36 | $22.9K | 0.00% | −73−67.0% | Reduced |
| Johnson Financial Group, Inc. | 29 | $18.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $17.8K | 0.00% | +1+3.7% | Added |
| True Wealth Design, LLC | 27 | $17.2K | 0.00% | +26+2,600.0% | Added |
| Quent Capital, LLC | 24 | $15.3K | 0.00% | +5+26.3% | Added |
| Keating Financial Advisory Services, Inc. | 23 | $14.6K | 0.00% | +14+155.6% | Added |
| Clearstead Advisors, LLC | 21 | $13.4K | 0.00% | +21 | New |
| CVA Family Office, LLC | 20 | $12.7K | 0.00% | +4+25.0% | Added |
| Private Wealth Management Group, LLC | 15 | $9.55K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 15 | $9.55K | 0.00% | +15 | New |
| Atlantic Trust, LLC | 14 | $8.91K | 0.00% | −5−26.3% | Reduced |
| SJS Investment Consulting Inc. | 14 | $8.91K | 0.00% | +12+600.0% | Added |
| Caitong International Asset Management Co., Ltd | 14 | $8.91K | 0.00% | −791−98.3% | Reduced |
| Parallel Advisors, LLC | 14 | $8.91K | 0.00% | −55−79.7% | Reduced |
| Umb Bank N A | 14 | $8.91K | 0.00% | −17−54.8% | Reduced |
| Leonteq Securities AG | 13 | $8.28K | 0.00% | −681−98.1% | Reduced |
| Davis Capital Management | 12 | $7.64K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 11 | $7.12K | 0.00% | +11 | New |
| Institute for Wealth Management, LLC. | 11 | $7.00K | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 11 | $7.00K | 0.00% | +9+450.0% | Added |
| Fortitude Family Office, LLC | 10 | $6.37K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $6.37K | 0.00% | +10 | New |
| Action Point Financial Planning, LLC | 10 | $6.37K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 9 | $5.73K | 0.00% | +1+12.5% | Added |
| Signature Equity Partners, LLC | 9 | $5.73K | 0.00% | +9 | New |
| TD Waterhouse Canada Inc. | 8 | $5.25K | 0.00% | −12−60.0% | Reduced |
| Smartleaf Asset Management LLC | 7 | $4.47K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 6 | $3.82K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $3.77K | 0.00% | +2+50.0% | Added |
| IFP Advisors, Inc | 5 | $3.18K | 0.00% | +1+25.0% | Added |
| Aster Capital Management (DIFC) Ltd | 5 | $3.18K | 0.00% | +5 | New |
| Bogart Wealth, LLC | 4 | $2.55K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $2.55K | 0.00% | +4 | New |
| Harbour Investments, Inc. | 3 | $2.07K | 0.00% | +1+50.0% | Added |
| Northwestern Mutual Wealth Management Co | 3 | $1.91K | 0.00% | −1−25.0% | Reduced |
| First Command Advisory Services, Inc. | 3 | $1.91K | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $1.91K | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 2 | $1.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $1.27K | 0.00% | +1+100.0% | Added |
| Valued Wealth Advisors LLC | 2 | $1.27K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.27K | 0.00% | −4−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $1.27K | 0.00% | +1+100.0% | Added |
| Farmers & Merchants Investments Inc | 2 | $1.27K | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 1 | $637 | 0.00% | −39−97.5% | Reduced |
| SBI Securities Co., Ltd. | 1 | $637 | 0.00% | −19−95.0% | Reduced |
| TFC Financial Management | 1 | $637 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $637 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $637 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $637 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $637 | 0.00% | +1 | New |
| Financial Network Wealth Advisors LLC | 1 | $637 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $637 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −16,538−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,994−100.0% | Sold out |
