| Activest Wealth Management | 12 | $952 | 0.00% | +12 | New |
| Action Point Financial Planning, LLC | 13 | $952 | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 11 | $873 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 11 | $873 | 0.00% | +11 | New |
| Smartleaf Asset Management LLC | 10 | $800 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $794 | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 10 | $793 | 0.00% | −10−50.0% | Reduced |
| Horizon Investments, LLC | 9 | $714 | 0.00% | −957−99.1% | Reduced |
| Raffa Wealth Management, LLC | 8 | $635 | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 7 | $601 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $556 | 0.00% | −8−53.3% | Reduced |
| Harbour Investments, Inc. | 7 | $555 | 0.00% | −9−56.3% | Reduced |
| Kingdom Financial Group LLC. | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $555 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 7 | $555 | 0.00% | +7 | New |
| NBT Bank N A | 5 | $397 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 5 | $397 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5 | $397 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $397 | 0.00% | +4+400.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 5 | $397 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 5 | $397 | 0.00% | +5 | New |
| Anchor Bay Capital, Inc. | 4 | $390 | 0.00% | +4 | New |
| Synergy Investment Management, LLC | 3 | $321 | 0.00% | +3 | New |
| Kilter Group LLC | 4 | $318 | 0.00% | −2−33.3% | Reduced |
| Fortitude Family Office, LLC | 4 | $317 | 0.00% | −8−66.7% | Reduced |
| Eastern Bank | 4 | $317 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $317 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 3 | $239 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $238 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $238 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 2 | $159 | 0.00% | −13−86.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $159 | 0.00% | −1−33.3% | Reduced |
| American Capital Advisory, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $86 | 0.00% | −1−50.0% | Reduced |
| Assetmark, Inc | 1 | $79 | 0.00% | −5,647−100.0% | Reduced |
| LRI Investments, LLC | 1 | $79 | 0.00% | −9−90.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $79 | 0.00% | −3−75.0% | Reduced |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| TD Asset Management Inc | 0 | $0 | 0.00% | −330,447−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −265,261−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −251,571−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −187,134−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −60,345−100.0% | Sold out |
| Leeward Investments, LLC - MA | 0 | $0 | 0.00% | −60,338−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −58,400−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −50,877−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −47,826−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −32,997−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −32,572−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −29,844−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −29,689−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −27,215−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −28,662−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −23,454−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −20,994−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −20,757−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −15,613−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −15,131−100.0% | Sold out |
| Czech National Bank | 0 | $0 | 0.00% | −15,045−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −14,726−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −14,519−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −14,427−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −13,636−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,766−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −11,731−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −9,563−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −9,305−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −7,651−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −7,504−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,488−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,446−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,303−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −6,193−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −5,682−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −5,338−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,194−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,789−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,462−100.0% | Sold out |
| Banque Transatlantique SA | 0 | $0 | 0.00% | −4,249−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,913−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,547−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,477−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Norinchukin Bank, The | 0 | $0 | 0.00% | −3,276−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,978−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
