| Covestor Ltd | 1,402 | $41.0K | 0.02% | +656+87.9% | Added |
| GAMMA Investing LLC | 1,222 | $35.4K | 0.00% | −381−23.8% | Reduced |
| Essential Partners LLC | 1,141 | $33.0K | 0.02% | −59−4.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,050 | $30.4K | 0.00% | +635+153.0% | Added |
| Advisors Asset Management, Inc. | 907 | $26.2K | 0.00% | −1−0.1% | Reduced |
| Sterling Capital Management LLC | 870 | $25.2K | 0.00% | −471−35.1% | Reduced |
| Fifth Third Bancorp | 766 | $22.2K | 0.00% | +327+74.5% | Added |
| Nisa Investment Advisors, LLC | 691 | $20.0K | 0.00% | +687+17,175.0% | Added |
| Park Place Capital Corp | 676 | $19.6K | 0.00% | +432+177.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 673 | $19.5K | 0.00% | −403−37.5% | Reduced |
| Global Retirement Partners, LLC | 659 | $19.1K | 0.00% | +659 | New |
| EverSource Wealth Advisors, LLC | 643 | $18.6K | 0.00% | −631−49.5% | Reduced |
| Smartleaf Asset Management LLC | 597 | $18.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 598 | $17.3K | 0.00% | +598 | New |
| California State Teachers Retirement System | 595 | $17.2K | 0.00% | −1,767−74.8% | Reduced |
| Owl Creek Wealth Partners LLC | 565 | $16.4K | 0.00% | +545+2,725.0% | Added |
| Federation des caisses Desjardins du Quebec | 500 | $14.5K | 0.00% | +500 | New |
| Geneos Wealth Management Inc. | 400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 400 | $11.6K | 0.00% | +400 | New |
| UBS Asset Management Americas Inc | 393 | $11.4K | 0.00% | −21,675−98.2% | Reduced |
| IFG Advisory, LLC | 366 | $10.6K | 0.00% | +366 | New |
| Rockefeller Capital Management L.P. | 354 | $10.2K | 0.00% | −523−59.6% | Reduced |
| Farther Finance Advisors, LLC | 331 | $9.64K | 0.00% | −349−51.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 319 | $9.23K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 262 | $7.58K | 0.00% | +27+11.5% | Added |
| Bryn Mawr Trust Co | 200 | $5.79K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 187 | $5.41K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 167 | $4.83K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 166 | $4.80K | 0.00% | +122+277.3% | Added |
| Quent Capital, LLC | 166 | $4.80K | 0.00% | −5,490−97.1% | Reduced |
| Los Angeles Capital Management LLC | 152 | $4.40K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 152 | $4.40K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 139 | $4.02K | 0.00% | +139 | New |
| Private Wealth Management Group, LLC | 137 | $3.96K | 0.00% | +137 | New |
| Hilltop National Bank | 135 | $3.91K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 127 | $3.68K | 0.00% | +127 | New |
| Clearstead Advisors, LLC | 123 | $3.56K | 0.00% | +123 | New |
| Highline Wealth Partners LLC | 123 | $3.56K | 0.00% | +38+44.7% | Added |
| SJS Investment Consulting Inc. | 115 | $3.33K | 0.00% | −69−37.5% | Reduced |
| CoreCap Advisors, LLC | 108 | $3.13K | 0.00% | +8+8.0% | Added |
| Larson Financial Group LLC | 97 | $2.81K | 0.00% | −467−82.8% | Reduced |
| Rossby Financial, LCC | 86 | $2.49K | 0.00% | +20+30.3% | Added |
| Private Trust Co NA | 85 | $2.46K | 0.00% | +85 | New |
| TD Private Client Wealth LLC | 77 | $2.23K | 0.00% | −7−8.3% | Reduced |
| Birchwood Financial Partners, Inc. | 77 | $2.23K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 75 | $2.17K | 0.00% | +75 | New |
| SBI Securities Co., Ltd. | 74 | $2.14K | 0.00% | +7+10.4% | Added |
| ZRC Wealth Management, LLC | 59 | $1.71K | 0.00% | +47+391.7% | Added |
| Versant Capital Management, Inc | 59 | $1.71K | 0.00% | +53+883.3% | Added |
| Massmutual Trust Co FSB | 57 | $1.65K | 0.00% | −127−69.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 53 | $1.53K | 0.00% | +45+562.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 46 | $1.33K | 0.00% | −18−28.1% | Reduced |
| GWM Advisors LLC | 46 | $1.32K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 45 | $1.30K | 0.00% | −22−32.8% | Reduced |
| Financial Network Wealth Advisors LLC | 45 | $1.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 42 | $1.22K | 0.00% | +36+600.0% | Added |
| Cornerstone Planning Group LLC | 38 | $1.17K | 0.00% | −2−5.0% | Reduced |
| Zions Bancorporation, National Association | 35 | $1.01K | 0.00% | −25−41.7% | Reduced |
| Bare Financial Services, Inc | 34 | $984 | 0.00% | +2+6.3% | Added |
| Plante Moran Financial Advisors, LLC | 29 | $839 | 0.00% | +29 | New |
| Main Street Group, LTD | 27 | $781 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 27 | $781 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 20 | $579 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 19 | $550 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 18 | $521 | 0.00% | +18 | New |
| Contravisory Investment Management, Inc. | 17 | $492 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 14 | $406 | 0.00% | +3+27.3% | Added |
| Ancora Advisors, LLC | 13 | $376 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 12 | $347 | 0.00% | −52−81.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 11 | $318 | 0.00% | −32−74.4% | Reduced |
| Atlantic Union Bankshares Corp | 10 | $290 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $260 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $232 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 8 | $232 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $203 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7 | $203 | 0.00% | +7 | New |
| CVA Family Office, LLC | 5 | $145 | 0.00% | −23−82.1% | Reduced |
| Creative Capital Management Investments LLC | 5 | $145 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 4 | $116 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 3 | $87 | 0.00% | −3−50.0% | Reduced |
| Manning & Napier Advisors LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $87 | 0.00% | +3 | New |
| WPG Advisers, LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 2 | $58 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $32 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $29 | 0.00% | −3−75.0% | Reduced |
| Central Pacific Bank - Trust Division | 1 | $29 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $29 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $29 | 0.00% | +1 | New |
| Bessemer Group Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −1,105,070−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −329,412−100.0% | Sold out |
| Medina Singh Partners, LLC | 0 | $0 | 0.00% | −285,728−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −193,899−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −149,621−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −139,997−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −135,055−100.0% | Sold out |
| Comgest Global Investors S.A.S. | 0 | $0 | 0.00% | −113,447−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −92,277−100.0% | Sold out |
