| Umb Bank N A | 226 | $4.87K | 0.00% | +62+37.8% | Added |
| Rockefeller Capital Management L.P. | 195 | $4.21K | 0.00% | −476−70.9% | Reduced |
| Massmutual Trust Co FSB | 194 | $4.18K | 0.00% | +131+207.9% | Added |
| Smartleaf Asset Management LLC | 164 | $3.58K | 0.00% | −505−75.5% | Reduced |
| Parkside Financial Bank & Trust | 157 | $3.39K | 0.00% | +137+685.0% | Added |
| AdvisorNet Financial, Inc | 150 | $3.23K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 133 | $2.74K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 93 | $2.01K | 0.00% | +4+4.5% | Added |
| Bessemer Group Inc | 74 | $2.00K | 0.00% | −141−65.6% | Reduced |
| Basecamp Wealth Advisors LLC | 74 | $1.59K | 0.00% | +74 | New |
| TD Private Client Wealth LLC | 70 | $1.51K | 0.00% | +70 | New |
| National Bank of Canada | 64 | $1.38K | 0.00% | +11+20.8% | Added |
| IFP Advisors, Inc | 63 | $1.36K | 0.00% | −479−88.4% | Reduced |
| GWM Advisors LLC | 61 | $1.31K | 0.00% | −31,100−99.8% | Reduced |
| SJS Investment Consulting Inc. | 60 | $1.29K | 0.00% | +60 | New |
| Millstone Evans Group, LLC | 59 | $1.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 57 | $1.23K | 0.00% | +57 | New |
| EverSource Wealth Advisors, LLC | 45 | $970 | 0.00% | −125−73.5% | Reduced |
| Prestige Wealth Management Group LLC | 41 | $884 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 39 | $841 | 0.00% | +39 | New |
| Global Retirement Partners, LLC | 38 | $816 | 0.00% | +10+35.7% | Added |
| Brown Brothers Harriman & Co | 34 | $733 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 30 | $647 | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 27 | $582 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 24 | $517 | 0.00% | +24 | New |
| Rothschild Investment LLC | 21 | $453 | 0.00% | −9−30.0% | Reduced |
| ORG Partners LLC | 20 | $431 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 19 | $410 | 0.00% | +19 | New |
| Westside Investment Management, Inc. | 16 | $345 | 0.00% | +16 | New |
| Larson Financial Group LLC | 16 | $345 | 0.00% | +16 | New |
| Kilter Group LLC | 15 | $324 | 0.00% | +6+66.7% | Added |
| CIBC Private Wealth Group, LLC | 11 | $237 | 0.00% | −103,704−100.0% | Reduced |
| Bell Investment Advisors, Inc | 10 | $216 | 0.00% | −10−50.0% | Reduced |
| Ankerstar Wealth, LLC | 8 | $172 | 0.00% | +8 | New |
| Ares Financial Consulting, LLC | 7 | $151 | 0.00% | +7 | New |
| Crewe Advisors LLC | 6 | $130 | 0.00% | +6 | New |
| First Horizon Corp | 6 | $129 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $129 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 6 | $129 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 4 | $87 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $86 | 0.00% | +4 | New |
| Flagship Harbor Advisors, LLC | 4 | $86 | 0.00% | +4 | New |
| Abound Wealth Management | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $34 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 1 | $26 | 0.00% | +1 | New |
| Torren Management, LLC | 1 | $12 | 0.00% | +1 | New |
| Truvestments Capital LLC | 0 | $8 | 0.00% | 0 | New |
| Tyro Capital Management LLC | 0 | $0 | 0.00% | −935,287−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −528,382−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −483,295−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −342,316−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −336,061−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −335,982−100.0% | Sold out |
| Medina Singh Partners, LLC | 0 | $0 | 0.00% | −277,172−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −256,041−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −206,800−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −104,906−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −92,910−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −87,356−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −83,719−100.0% | Sold out |
| Taylor Frigon Capital Management LLC | 0 | $0 | 0.00% | −73,271−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −68,826−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −68,150−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −64,875−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −61,841−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −55,520−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −54,944−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −52,218−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −49,792−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −46,768−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −44,259−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −36,936−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,433−100.0% | Sold out |
| Rangeley Capital, LLC | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −24,549−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −22,095−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −20,898−100.0% | Sold out |
| Capstone Triton Financial Group, LLC | 0 | $0 | 0.00% | −16,859−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −16,786−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −12,159−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −11,979−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −9,857−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −9,652−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,098−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −8,959−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −8,656−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −8,163−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,866−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −7,534−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −7,033−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −6,835−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −6,832−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −6,610−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,145−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,063−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −5,324−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
