| US Asset Management LLC | 194 | $81.0K | 0.07% | +194 | New |
| Zions Bancorporation, N.A. | 186 | $78.0K | 0.01% | −3−1.6% | Reduced |
| Quadrant Capital Group LLC | 186 | $77.0K | 0.01% | +10+5.7% | Added |
| Acadian Asset Management LLC | 180 | $75.0K | 0.00% | −2,301−92.7% | Reduced |
| Byrne Asset Management LLC | 180 | $75.0K | 0.05% | −25−12.2% | Reduced |
| Allworth Financial LP | 150 | $63.0K | 0.00% | −24−13.8% | Reduced |
| JFS Wealth Advisors, LLC | 147 | $61.0K | 0.01% | +7+5.0% | Added |
| Fieldpoint Private Securities, LLC | 140 | $58.0K | 0.01% | +90+180.0% | Added |
| DuPont Capital Management Corp | 131 | $55.0K | 0.00% | −30−18.6% | Reduced |
| Capital Advisors, Ltd. LLC | 126 | $53.0K | 0.01% | +87+223.1% | Added |
| JJJ Advisors Inc. | 107 | $45.0K | 0.01% | −34−24.1% | Reduced |
| State of Wyoming | 108 | $45.0K | 0.02% | −4−3.6% | Reduced |
| Missouri Trust & Investment Co | 100 | $42.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 99 | $41.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 95 | $40.0K | 0.00% | +95 | New |
| Harel Insurance Investments & Financial Services Ltd. | 90 | $38.0K | 0.00% | −7−7.2% | Reduced |
| HM Payson & Co | 90 | $38.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 85 | $35.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 78 | $33.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 77 | $32.0K | 0.01% | +4+5.5% | Added |
| Riverview Trust Co | 70 | $29.0K | 0.02% | +70 | New |
| Ellevest, Inc. | 68 | $28.0K | 0.00% | −41−37.6% | Reduced |
| Exane Derivatives | 63 | $26.3K | 0.01% | −5−7.4% | Reduced |
| Wolff Wiese Magana LLC | 63 | $26.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 63 | $26.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 58 | $24.0K | 0.01% | +7+13.7% | Added |
| Lazard Asset Management LLC | 54 | $22.0K | 0.00% | +49+980.0% | Added |
| GHP Investment Advisors, Inc. | 53 | $22.0K | 0.00% | +53 | New |
| Benjamin F. Edwards & Company, Inc. | 50 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 47 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 42 | $18.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 40 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 40 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 35 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $14.0K | 0.00% | +2+6.7% | Added |
| Kistler-Tiffany Companies, LLC | 32 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 26 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $11.0K | 0.00% | +8+44.4% | Added |
| Global Retirement Partners, LLC | 32 | $11.0K | 0.00% | +32 | New |
| TCWP LLC | 28 | $11.0K | 0.00% | +28 | New |
| Ogorek Anthony Joseph | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 18 | $9.66K | 0.00% | −83−82.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $8.00K | 0.00% | +2+11.1% | Added |
| Cullen/Frost Bankers, Inc. | 19 | $8.00K | 0.00% | +19 | New |
| Clear Street Markets LLC | 20 | $8.00K | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 17 | $7.00K | 0.00% | −3−15.0% | Reduced |
| Earnest Partners LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $6.00K | 0.00% | +1+7.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14 | $6.00K | 0.00% | +14 | New |
| Laffer Tengler Investments | 14 | $5.85K | 0.00% | +14 | New |
| Thomas J. Herzfeld Advisors, Inc. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $5.00K | 0.00% | +4+57.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 418 | $3.00K | 0.00% | −1−0.2% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $3.00K | 0.00% | +6 | New |
| Cordant, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Aua Capital Management, LLC | 5 | $2.00K | 0.00% | −1−16.7% | Reduced |
| Surevest, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 2 | $835 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Findlay Park Partners LLP | 0 | $0 | 0.00% | −565,211−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −148,198−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −140,009−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −19,812−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,436−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −13,940−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −6,155−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,134−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| AWM Investment Company, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |