| Asset Dedication, LLC | 60 | $3.32K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 57 | $3.15K | 0.00% | −1−1.7% | Reduced |
| Evolution Wealth Management Inc. | 57 | $3.15K | 0.00% | +57 | New |
| SRS Capital Advisors, Inc. | 56 | $3.10K | 0.00% | +56 | New |
| Prestige Wealth Management Group LLC | 55 | $3.04K | 0.00% | +55 | New |
| Hilltop National Bank | 50 | $2.77K | 0.00% | +50 | New |
| Rothschild Investment LLC | 49 | $2.71K | 0.00% | −258−84.0% | Reduced |
| Princeton Global Asset Management LLC | 46 | $2.54K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 43 | $2.38K | 0.00% | −60−58.3% | Reduced |
| Atlantic Trust, LLC | 39 | $2.16K | 0.00% | +39 | New |
| GW&K Investment Management, LLC | 35 | $2.00K | 0.00% | −54−60.7% | Reduced |
| Ogorek Anthony Joseph | 51 | $2.00K | 0.00% | −10−16.4% | Reduced |
| Old Second National Bank of Aurora | 36 | $1.99K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 35 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 34 | $1.88K | 0.00% | +16+88.9% | Added |
| WealthCollab, LLC | 33 | $1.83K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 33 | $1.83K | 0.00% | +33 | New |
| Fortitude Family Office, LLC | 32 | $1.77K | 0.00% | −138−81.2% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $1.77K | 0.00% | −7−17.9% | Reduced |
| Salem Investment Counselors Inc | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $1.49K | 0.00% | +27 | New |
| Cromwell Holdings LLC | 20 | $1.11K | 0.00% | +10+100.0% | Added |
| Bullock Wealth Management Group | 19 | $1.11K | 0.00% | +4+26.7% | Added |
| Piscataqua Savings Bank | 20 | $1.11K | 0.00% | +20 | New |
| True Wealth Design, LLC | 19 | $1.05K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 19 | $1.05K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 17 | $940 | 0.00% | +17 | New |
| Manchester Capital Management LLC | 16 | $886 | 0.00% | −332−95.4% | Reduced |
| Ancora Advisors, LLC | 15 | $830 | 0.00% | −6−28.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 15 | $830 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 14 | $775 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $554 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $543 | 0.00% | −38−77.6% | Reduced |
| Activest Wealth Management | 7 | $387 | 0.00% | +7 | New |
| Abound Wealth Management | 6 | $332 | 0.00% | −100−94.3% | Reduced |
| Crewe Advisors LLC | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $332 | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $221 | 0.00% | −25−86.2% | Reduced |
| Dunhill Financial, LLC | 3 | $168 | 0.00% | −3−50.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $166 | 0.00% | −6−66.7% | Reduced |
| Financial Management Professionals, Inc. | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $166 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $111 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $55 | 0.00% | −1−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $55 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Hemington Wealth Management | 16 | $0 | 0.00% | −80−83.3% | Reduced |
| Jain Global LLC | 0 | $0 | 0.00% | −227,446−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −128,689−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −110,304−100.0% | Sold out |
| Adams Natural Resources Fund, Inc. | 0 | $0 | 0.00% | −52,269−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −49,662−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −40,620−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −32,450−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −32,300−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −31,305−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −27,848−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −27,653−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −26,836−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −24,201−100.0% | Sold out |
| one8zero8, LLC | 0 | $0 | 0.00% | −23,480−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −18,343−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −17,094−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −15,404−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −15,150−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −14,093−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −13,707−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −12,505−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −12,226−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,926−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −10,194−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −9,306−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −8,711−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −6,925−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −6,683−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,412−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,088−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −5,309−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −5,161−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −4,847−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −4,828−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −4,660−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −4,068−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −4,009−100.0% | Sold out |
| Zuckerman Investment Group, LLC | 0 | $0 | 0.00% | −3,920−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |