| Kayne Anderson Rudnick Investment Management LLC | 232 | $38.8K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 200 | $33.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 196 | $32.8K | 0.00% | −23−10.5% | Reduced |
| Canton Hathaway, LLC | 190 | $32.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 184 | $30.8K | 0.00% | +62+50.8% | Added |
| Crowley Wealth Management, Inc. | 180 | $30.1K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 172 | $28.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 171 | $28.6K | 0.00% | +143+510.7% | Added |
| State of Wyoming | 162 | $27.1K | 0.00% | +162 | New |
| Parallel Advisors, LLC | 159 | $26.6K | 0.00% | −265−62.5% | Reduced |
| Assetmark, Inc | 158 | $26.4K | 0.00% | −1−0.6% | Reduced |
| Citizens National Bank Trust Department | 150 | $25.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 147 | $24.6K | 0.00% | +44+42.7% | Added |
| V-Square Quantitative Management LLC | 123 | $20.6K | 0.00% | −66−34.9% | Reduced |
| Hantz Financial Services, Inc. | 119 | $20.0K | 0.00% | +115+2,875.0% | Added |
| Bryn Mawr Trust Co | 115 | $19.2K | 0.00% | −2−1.7% | Reduced |
| Alpine Bank Wealth Management | 114 | $19.1K | 0.00% | −10−8.1% | Reduced |
| Glen Eagle Advisors, LLC | 108 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 99 | $16.5K | 0.00% | +67+209.4% | Added |
| MAI Capital Management | 98 | $16.4K | 0.00% | +98 | New |
| IAG Wealth Partners, LLC | 95 | $15.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 94 | $15.8K | 0.00% | −84−47.2% | Reduced |
| Dogwood Wealth Management LLC | 80 | $13.5K | 0.01% | +80 | New |
| Peregrine Capital Management LLC | 80 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 71 | $11.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 70 | $11.7K | 0.00% | +70 | New |
| Capital A Wealth Management, LLC | 61 | $11.2K | 0.13% | +47+335.7% | Added |
| MTM Investment Management, LLC | 65 | $10.9K | 0.00% | +65 | New |
| Geneos Wealth Management Inc. | 64 | $10.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 62 | $10.4K | 0.00% | +21+51.2% | Added |
| Meeder Asset Management Inc | 61 | $10.2K | 0.00% | +37+154.2% | Added |
| Massmutual Trust Co FSB | 59 | $9.86K | 0.00% | −8−11.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 54 | $8.73K | 0.00% | +54 | New |
| Bell Investment Advisors, Inc | 52 | $8.69K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 45 | $7.52K | 0.00% | −31−40.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $7.52K | 0.00% | −330−88.0% | Reduced |
| Farmers & Merchants Investments Inc | 42 | $7.02K | 0.00% | +7+20.0% | Added |
| Trust Co of Vermont | 41 | $6.85K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $6.52K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $5.68K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $4.34K | 0.00% | +4+18.2% | Added |
| High Note Wealth, LLC | 24 | $4.01K | 0.00% | +24 | New |
| Ancora Advisors, LLC | 23 | $3.84K | 0.00% | +23 | New |
| Sound Income Strategies, LLC | 22 | $3.68K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $3.51K | 0.00% | +18+600.0% | Added |
| TD Waterhouse Canada Inc. | 20 | $3.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $3.18K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 19 | $3.15K | 0.00% | +19 | New |
| NBC Securities, Inc. | 19 | $3.00K | 0.00% | +19 | New |
| Albion Financial Group | 16 | $2.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $2.17K | 0.00% | +13 | New |
| Private Trust Co NA | 13 | $2.09K | 0.00% | −12−48.0% | Reduced |
| Essential Partners LLC | 9 | $1.50K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 8 | $1.35K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $1.32K | 0.00% | −8−50.0% | Reduced |
| Ameritas Advisory Services, LLC | 7 | $1.21K | 0.00% | +7 | New |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −8−66.7% | Reduced |
| Quaker Wealth Management, LLC | 4 | $669 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 3 | $501 | 0.00% | −8−72.7% | Reduced |
| Exchange Traded Concepts, LLC | 3 | $501 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $501 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $486 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $351 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $334 | 0.00% | +2 | New |
| Arlington Trust Co LLC | 2 | $334 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $168 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $168 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $167 | 0.00% | −79−98.8% | Reduced |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −212,509−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −132,341−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −57,351−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,878−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,454−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,440−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,271−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,807−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −5,202−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,214−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Mechanics Bank Trust Department | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −118−100.0% | Sold out |