| China Universal Asset Management Co., Ltd. | 89 | $24.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 88 | $23.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 77 | $20.9K | 0.00% | +52+208.0% | Added |
| Private Trust Co NA | 75 | $20.3K | 0.00% | +2+2.7% | Added |
| Tortoise Investment Management, LLC | 74 | $20.1K | 0.00% | +74 | New |
| Global X Japan Co., Ltd. | 73 | $19.8K | 0.00% | −87−54.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 71 | $19.2K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 70 | $19.0K | 0.01% | +70 | New |
| Washington Trust Advisors, Inc. | 69 | $18.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 57 | $15.4K | 0.00% | +38+200.0% | Added |
| Piscataqua Savings Bank | 55 | $14.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $13.5K | 0.01% | +50 | New |
| Bell Investment Advisors, Inc | 48 | $13.0K | 0.00% | −9−15.8% | Reduced |
| Central Trust Co | 46 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 42 | $11.4K | 0.00% | +16+61.5% | Added |
| NBC Securities, Inc. | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 38 | $10.3K | 0.00% | +33+660.0% | Added |
| Colonial Trust Co | 37 | $9.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $9.34K | 0.00% | −35−46.7% | Reduced |
| New Covenant Trust Company, N.A. | 34 | $9.21K | 0.01% | +34 | New |
| Criterion Capital Advisors, LLC | 33 | $8.94K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 32 | $8.67K | 0.00% | +4+14.3% | Added |
| CoreCap Advisors, LLC | 32 | $8.67K | 0.00% | +32 | New |
| Farmers & Merchants Investments Inc | 31 | $8.40K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 31 | $8.40K | 0.00% | +31 | New |
| Harbour Investments, Inc. | 30 | $8.13K | 0.00% | +1+3.4% | Added |
| St Germain D J Co Inc | 30 | $8.13K | 0.00% | +30 | New |
| McIlrath & Eck, LLC | 28 | $7.59K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $7.59K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $7.04K | 0.00% | +26 | New |
| Tidemark, LLC | 25 | $6.77K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 25 | $6.77K | 0.00% | +25 | New |
| Compass Wealth Management LLC | 24 | $6.50K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $6.50K | 0.00% | +1+4.3% | Added |
| Castleview Partners, LLC | 21 | $5.69K | 0.00% | +3+16.7% | Added |
| Prestige Wealth Management Group LLC | 19 | $5.15K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 17 | $4.61K | 0.00% | +17 | New |
| Cherry Tree Wealth Management, LLC | 16 | $4.34K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 14 | $3.79K | 0.00% | −5−26.3% | Reduced |
| PFS Partners, LLC | 14 | $3.79K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $3.79K | 0.00% | +14 | New |
| Continuum Advisory, LLC | 16 | $3.68K | 0.00% | +16 | New |
| Sachetta, LLC | 15 | $3.55K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $3.25K | 0.00% | +12 | New |
| Rothschild Investment LLC | 11 | $2.98K | 0.00% | +2+22.2% | Added |
| Wetzel Investment Advisors, Inc. | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ossiam | 9 | $2.44K | 0.00% | −664−98.7% | Reduced |
| Larson Financial Group LLC | 8 | $2.17K | 0.00% | −5−38.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 8 | $2.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $2.17K | 0.00% | +5+166.7% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 8 | $2.17K | 0.00% | +8 | New |
| Avion Wealth | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| IFP Advisors, Inc | 7 | $1.90K | 0.00% | +5+250.0% | Added |
| Jones Financial Companies LLLP | 6 | $1.63K | 0.00% | −16−72.7% | Reduced |
| TD Capital Management LLC | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $1.63K | 0.00% | +6 | New |
| Orion Capital Management LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $1.08K | 0.00% | −8−66.7% | Reduced |
| Quest Partners LLC | 4 | $1.08K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Trifecta Capital Advisors, LLC | 3 | $813 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $813 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $542 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $542 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $542 | 0.00% | +1+100.0% | Added |
| Raleigh Capital Management Inc. | 2 | $542 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $334 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $292 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $271 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $271 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 30,635 | $114 | 0.01% | +30,635 | New |
| TPG GP A, LLC | 0 | $0 | 0.00% | −427,718−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −368,984−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −86,782−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −40,018−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,838−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −21,420−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −17,027−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −11,936−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −4,889−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −2,034−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |