| Atom Investors LP | 2,513 | $234.4K | 0.02% | +2,513 | New |
| Evercore Wealth Management, LLC | 2,500 | $233.2K | 0.00% | +2,500 | New |
| National Bank of Canada | 2,501 | $233.2K | 0.00% | +2,501 | New |
| State Board of Administration of Florida Retirement System | 2,483 | $231.6K | 0.00% | +2,483 | New |
| Mutual of America Capital Management LLC | 2,456 | $229.1K | 0.00% | +2,456 | New |
| The PNC Financial Services Group, Inc. | 2,444 | $228.0K | 0.00% | −46−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 2,412 | $225.0K | 0.00% | +2,412 | New |
| CAPROCK Group, Inc. | 2,397 | $223.6K | 0.00% | +2,397 | New |
| Mangrove Partners | 2,364 | $220.5K | 0.01% | −10,368−81.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,346 | $218.9K | 0.00% | +2,346 | New |
| Wolverine Asset Management LLC | 2,334 | $217.7K | 0.00% | +2,334 | New |
| Mirabella Financial Services LLP | 2,235 | $208.5K | 0.02% | +2,235 | New |
| Rockefeller Capital Management L.P. | 2,229 | $207.9K | 0.00% | +378+20.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,229 | $207.9K | 0.00% | +2,229 | New |
| Callan Family Office, LLC | 2,189 | $204.2K | 0.00% | +2,189 | New |
| LSV Asset Management | 2,100 | $196.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,924 | $179.5K | 0.00% | +140+7.8% | Added |
| Kemnay Advisory Services Inc. | 1,873 | $174.7K | 0.02% | +1,873 | New |
| Tower Research Capital LLC (TRC) | 1,784 | $166.4K | 0.00% | +324+22.2% | Added |
| Ensign Peak Advisors, Inc | 1,662 | $155.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,461 | $136.3K | 0.00% | +158+12.1% | Added |
| Nisa Investment Advisors, LLC | 1,357 | $126.6K | 0.00% | +549+67.9% | Added |
| USA Financial Formulas | 1,104 | $103.0K | 0.02% | +1,104 | New |
| GAMMA Investing LLC | 1,056 | $98.5K | 0.00% | +3+0.3% | Added |
| Public Employees Retirement System of Ohio | 951 | $88.7K | 0.00% | −123−11.5% | Reduced |
| Fulcrum Asset Management LLP | 890 | $82.6K | 0.01% | +890 | New |
| Pinnacle Wealth Planning Services, Inc. | 842 | $78.5K | 0.01% | +11+1.3% | Added |
| Essential Partners LLC | 686 | $64.0K | 0.03% | −226−24.8% | Reduced |
| Advisor Group Holdings, Inc. | 652 | $60.8K | 0.00% | −107−14.1% | Reduced |
| EverSource Wealth Advisors, LLC | 623 | $58.1K | 0.00% | −146−19.0% | Reduced |
| US Bancorp | 542 | $50.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 500 | $46.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 484 | $45.2K | 0.00% | −36−6.9% | Reduced |
| IFP Advisors, Inc | 432 | $40.3K | 0.00% | −62−12.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 327 | $30.5K | 0.00% | +327 | New |
| Tokio Marine Asset Management Co Ltd | 303 | $28.3K | 0.00% | +303 | New |
| Farther Finance Advisors, LLC | 275 | $25.6K | 0.00% | +8+3.0% | Added |
| Larson Financial Group LLC | 274 | $25.6K | 0.00% | +2+0.7% | Added |
| Rothschild Investment LLC | 264 | $24.6K | 0.00% | +1+0.4% | Added |
| Assetmark, Inc | 257 | $24.0K | 0.00% | +257 | New |
| Salomon & Ludwin, LLC | 237 | $22.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 205 | $19.1K | 0.00% | +6+3.0% | Added |
| Vision Financial Markets LLC | 178 | $16.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 173 | $16.1K | 0.00% | −12−6.5% | Reduced |
| Optiver Holding B.V. | 164 | $15.3K | 0.00% | +164 | New |
| SHP Wealth Management | 145 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 140 | $13.1K | 0.01% | +140 | New |
| Signaturefd, LLC | 128 | $11.9K | 0.00% | +60+88.2% | Added |
| Fortitude Family Office, LLC | 118 | $11.0K | 0.00% | +118 | New |
| Parallel Advisors, LLC | 114 | $10.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $7.46K | 0.00% | +80 | New |
| Hantz Financial Services, Inc. | 76 | $7.00K | 0.00% | +9+13.4% | Added |
| WPG Advisers, LLC | 74 | $6.90K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 61 | $5.69K | 0.00% | +38+165.2% | Added |
| Huntington National Bank | 57 | $5.32K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 55 | $5.13K | 0.00% | +55 | New |
| Rossby Financial, LCC | 53 | $4.94K | 0.00% | −2−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 45 | $4.20K | 0.00% | −35−43.8% | Reduced |
| Basecamp Wealth Advisors LLC | 39 | $3.64K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $2.99K | 0.00% | +27+450.0% | Added |
| Avion Wealth | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $2.00K | 0.00% | +18+1,800.0% | Added |
| UMA Financial Services, Inc. | 21 | $1.96K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 20 | $1.87K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.87K | 0.00% | +3+17.6% | Added |
| Cedar Mountain Advisors, LLC | 19 | $1.77K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 18 | $1.68K | 0.00% | +1+5.9% | Added |
| Farmers & Merchants Investments Inc | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $1.21K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 10 | $933 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9 | $840 | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 9 | $840 | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 6 | $560 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 5 | $466 | 0.00% | −30−85.7% | Reduced |
| Harbour Investments, Inc. | 5 | $466 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $374 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $374 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $373 | 0.00% | +4 | New |
| Wealth Enhancement Trust Services, Inc. | 4 | $373 | 0.00% | +4 | New |
| JPL Wealth Management, LLC | 3 | $280 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $280 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $280 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $187 | 0.00% | −1−33.3% | Reduced |
| Davis Capital Management | 1 | $93 | 0.00% | +1 | New |
| Turtle Creek Asset Management Inc. | 0 | $0 | 0.00% | −388,213−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −54,756−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,962−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,302−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,022−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,937−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,887−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
