| Smartleaf Asset Management LLC | 1,221 | $148.1K | 0.04% | +1,221 | New |
| Nisa Investment Advisors, LLC | 1,222 | $146.5K | 0.00% | −506−29.3% | Reduced |
| Aquatic Capital Management LLC | 1,200 | $144.0K | 0.00% | −100−7.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,139 | $136.5K | 0.01% | +123+12.1% | Added |
| Park Place Capital Corp | 1,122 | $134.5K | 0.05% | −648−36.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,057 | $126.0K | 0.04% | +22+2.1% | Added |
| Quantbot Technologies LP | 1,003 | $120.3K | 0.01% | +1,003 | New |
| Ci Investments Inc. | 994 | $119.0K | 0.00% | −210−17.4% | Reduced |
| Covestor Ltd | 923 | $111.0K | 0.08% | −90−8.9% | Reduced |
| KBC Group NV | 893 | $107.0K | 0.00% | +135+17.8% | Added |
| Umb Bank N A | 870 | $104.3K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 851 | $102.1K | 0.04% | +851 | New |
| Northwestern Mutual Wealth Management Co | 749 | $89.8K | 0.00% | +749 | New |
| Bessemer Group Inc | 730 | $87.0K | 0.00% | +92+14.4% | Added |
| Planned Solutions, Inc. | 722 | $86.6K | 0.04% | +722 | New |
| GAMMA Investing LLC | 711 | $85.2K | 0.02% | +711 | New |
| Headlands Technologies LLC | 705 | $84.5K | 0.03% | −103−12.7% | Reduced |
| Principal Securities, Inc. | 688 | $82.5K | 0.00% | +688 | New |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $73.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 536 | $64.3K | 0.00% | +5+0.9% | Added |
| Global Retirement Partners, LLC | 541 | $63.4K | 0.00% | −212−28.2% | Reduced |
| Anchor Investment Management, LLC | 450 | $54.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 445 | $53.4K | 0.00% | −194−30.4% | Reduced |
| Accent Capital Management, LLC | 350 | $42.0K | 0.03% | +350 | New |
| Eagle Bay Advisors LLC | 329 | $39.4K | 0.02% | −162−33.0% | Reduced |
| First Horizon Advisors, Inc. | 290 | $34.8K | 0.00% | −49−14.5% | Reduced |
| JJJ Advisors Inc. | 282 | $33.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 269 | $32.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 260 | $31.2K | 0.00% | +5+2.0% | Added |
| Bartlett & Co. Wealth Management LLC | 217 | $26.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 217 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 195 | $23.4K | 0.01% | +195 | New |
| LM Advisors LLC | 183 | $21.9K | 0.00% | +183 | New |
| Nomura Asset Management Co Ltd | 170 | $20.4K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 169 | $20.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 168 | $20.1K | 0.00% | +16+10.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 136 | $16.0K | 0.00% | +136 | New |
| Lindbrook Capital, LLC | 132 | $15.8K | 0.00% | −9−6.4% | Reduced |
| Jones Financial Companies LLLP | 130 | $15.6K | 0.00% | +90+225.0% | Added |
| Washington Trust Advisors, Inc. | 121 | $14.5K | 0.00% | −38−23.9% | Reduced |
| Cubist Systematic Strategies, LLC | 119 | $14.3K | 0.00% | +119 | New |
| Core Wealth Advisors, Inc. | 111 | $13.3K | 0.00% | +111 | New |
| Cornerstone Planning Group LLC | 111 | $13.3K | 0.00% | −7−5.9% | Reduced |
| HHM Wealth Advisors, LLC | 104 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $11.9K | 0.01% | +99 | New |
| Spire Wealth Management | 98 | $11.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 97 | $11.6K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $11.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 95 | $11.4K | 0.00% | −21−18.1% | Reduced |
| Bell Investment Advisors, Inc | 95 | $11.4K | 0.00% | −5−5.0% | Reduced |
| Versant Capital Management, Inc | 94 | $11.3K | 0.00% | −26−21.7% | Reduced |
| Manchester Capital Management LLC | 87 | $10.4K | 0.00% | +78+866.7% | Added |
| Farther Finance Advisors, LLC | 86 | $10.3K | 0.00% | −27−23.9% | Reduced |
| Institutional & Family Asset Management, LLC | 83 | $9.95K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 81 | $9.69K | 0.00% | +81 | New |
| Brown Brothers Harriman & Co | 75 | $8.99K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 70 | $8.39K | 0.00% | −1,095−94.0% | Reduced |
| Key Financial Inc | 67 | $8.03K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 64 | $7.67K | 0.00% | +14+28.0% | Added |
| Carolinas Wealth Consulting LLC | 63 | $7.57K | 0.00% | −3−4.5% | Reduced |
| Bruce G. Allen Investments, LLC | 62 | $7.43K | 0.01% | +62 | New |
| Bogart Wealth, LLC | 61 | $7.32K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 56 | $6.71K | 0.00% | +56 | New |
| Washington Trust Co | 53 | $6.38K | 0.00% | +53 | New |
| Turtle Creek Wealth Advisors, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Larson Financial Group LLC | 49 | $5.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 47 | $5.64K | 0.00% | −4−7.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 42 | $5.04K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $4.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $4.56K | 0.00% | −2−5.0% | Reduced |
| Glassman Wealth Services | 35 | $4.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $3.96K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 32 | $3.84K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $3.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $3.48K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29 | $3.39K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 28 | $3.36K | 0.00% | +28 | New |
| Provenance Wealth Advisors, LLC | 24 | $2.88K | 0.00% | +24 | New |
| Bellevue Asset Management, LLC | 24 | $2.88K | 0.00% | −12−33.3% | Reduced |
| Private Wealth Management Group, LLC | 21 | $2.52K | 0.00% | +21 | New |
| Coppell Advisory Solutions LLC | 21 | $2.52K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 19 | $2.28K | 0.00% | +19 | New |
| Abich Financial Wealth Management LLC | 19 | $2.28K | 0.00% | +19 | New |
| Hollencrest Capital Management | 14 | $1.68K | 0.00% | +14 | New |
| Caldwell Sutter Capital, Inc. | 12 | $1.44K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.32K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 10 | $1.20K | 0.00% | −2−16.7% | Reduced |
| AdvisorNet Financial, Inc | 5 | $600 | 0.00% | +5 | New |
| Tucker Asset Management LLC | 3 | $360 | 0.00% | −13−81.3% | Reduced |
| Tfo-TDC, LLC | 2 | $240 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $239 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $39 | 0.00% | 0 | New |
| Polen Capital Management LLC | 127,298 | – | – | −1,669−1.3% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −205,501−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −60,690−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,694−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,771−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −11,801−100.0% | Sold out |
