| Red Tortoise LLC | 62 | $3.19K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 60 | $3.09K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 59 | $3.05K | 0.00% | +59 | New |
| Deseret Mutual Benefit Administrators | 57 | $2.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $2.83K | 0.00% | −226−80.4% | Reduced |
| Sierra Ocean, LLC | 54 | $2.79K | 0.00% | −7−11.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 52 | $2.68K | 0.00% | +2+4.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $2.57K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $2.37K | 0.00% | +46 | New |
| Heritage Wealth Advisors | 45 | $2.32K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 43 | $2.21K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 41 | $2.11K | 0.00% | +41 | New |
| Private Trust Co NA | 39 | $2.01K | 0.00% | −214−84.6% | Reduced |
| Whipplewood Advisors, LLC | 37 | $1.91K | 0.00% | −52−58.4% | Reduced |
| Larson Financial Group LLC | 37 | $1.91K | 0.00% | +6+19.4% | Added |
| True Wealth Design, LLC | 37 | $1.91K | 0.00% | +36+3,600.0% | Added |
| Assetmark, Inc | 33 | $1.70K | 0.00% | −10−23.3% | Reduced |
| Bruce G. Allen Investments, LLC | 32 | $1.65K | 0.00% | −24−42.9% | Reduced |
| Evergreen Private Wealth LLC | 32 | $1.65K | 0.00% | +32 | New |
| Zions Bancorporation, National Association | 31 | $1.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $1.54K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 30 | $1.54K | 0.00% | +30 | New |
| Your Advocates Ltd., LLP | 29 | $1.49K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $1.35K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.29K | 0.00% | +10+66.7% | Added |
| Private Wealth Management Group, LLC | 24 | $1.24K | 0.00% | −63−72.4% | Reduced |
| Trifecta Capital Advisors, LLC | 23 | $1.19K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $983 | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 18 | $927 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $927 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $772 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 14 | $721 | 0.00% | −10−41.7% | Reduced |
| Cornerstone Planning Group LLC | 10 | $568 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $565 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $463 | 0.00% | +4+80.0% | Added |
| Bogart Wealth, LLC | 9 | $463 | 0.00% | +9 | New |
| South State Corp. | 8 | $412 | 0.00% | −41−83.7% | Reduced |
| Bare Financial Services, Inc | 8 | $412 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $361 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $360 | 0.00% | +4+133.3% | Added |
| Principia Wealth Advisory, LLC | 7 | $360 | 0.00% | +4+133.3% | Added |
| TD Private Client Wealth LLC | 5 | $257 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 4 | $206 | 0.00% | −86−95.6% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $206 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $103 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $54 | 0.00% | −116−99.1% | Reduced |
| Quaker Wealth Management, LLC | 1 | $52 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $52 | 0.00% | +1 | New |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −1,612,301−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −1,325,821−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −271,928−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −200,757−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −200,607−100.0% | Sold out |
| Arvest Bank Trust Division | 0 | $0 | 0.00% | −164,666−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −163,412−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −147,380−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −137,206−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −136,464−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −102,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −86,296−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −81,855−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −74,172−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −61,602−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −65,800−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −57,066−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −45,165−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −45,157−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −38,774−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −33,332−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −30,827−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −29,855−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −28,528−100.0% | Sold out |
| Klein Pavlis & Peasley Financial, Inc. | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −23,756−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −22,987−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −21,918−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −21,203−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −18,660−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −18,413−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −17,108−100.0% | Sold out |
| Arvest Investments, Inc. | 0 | $0 | 0.00% | −16,263−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −15,152−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −14,431−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −13,954−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −13,891−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −12,783−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −11,971−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −10,566−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −10,302−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −9,646−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,927−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −8,263−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,228−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8,004−100.0% | Sold out |
