| Hoese & Co LLP | 324 | $15.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 317 | $15.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 290 | $14.0K | 0.01% | −1−0.3% | Reduced |
| Trust Co of Vermont | 300 | $14.0K | 0.00% | +300 | New |
| Prestige Wealth Management Group LLC | 263 | $13.0K | 0.00% | −955−78.4% | Reduced |
| Global Retirement Partners, LLC | 272 | $13.0K | 0.00% | −20−6.8% | Reduced |
| Global Trust Asset Management, LLC | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 238 | $11.0K | 0.00% | +238 | New |
| TD Private Client Wealth LLC | 229 | $10.8K | 0.00% | −37−13.9% | Reduced |
| Win Advisors, Inc | 188 | $9.00K | 0.02% | +139+283.7% | Added |
| Total Clarity Wealth Management, Inc. | 200 | $9.00K | 0.00% | +200 | New |
| Concord Wealth Partners | 178 | $8.00K | 0.00% | −3−1.7% | Reduced |
| Zions Bancorporation, N.A. | 161 | $8.00K | 0.00% | +121+302.5% | Added |
| Chilton Capital Management LLC | 175 | $8.00K | 0.00% | +175 | New |
| Smithfield Trust Co | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 148 | $7.00K | 0.00% | +11+8.0% | Added |
| Brown Brothers Harriman & Co | 142 | $7.00K | 0.00% | +69+94.5% | Added |
| Heritage Wealth Advisors | 150 | $7.00K | 0.00% | +150 | New |
| First Horizon Advisors, Inc. | 122 | $6.00K | 0.00% | −62−33.7% | Reduced |
| Versant Capital Management, Inc | 137 | $6.00K | 0.00% | −24−14.9% | Reduced |
| Rocky Mountain Advisers, LLC | 125 | $6.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 130 | $6.00K | 0.00% | +38+41.3% | Added |
| Bell Investment Advisors, Inc | 132 | $6.00K | 0.00% | +132 | New |
| Raffa Wealth Management, LLC | 109 | $5.16K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $5.00K | 0.00% | +17+18.7% | Added |
| Pinnacle Bancorp, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 113 | $5.00K | 0.00% | +113 | New |
| Morton Brown Family Wealth, LLC | 109 | $5.00K | 0.00% | +109 | New |
| Bartlett & Co. Wealth Management LLC | 89 | $4.21K | 0.00% | +89 | New |
| Sound Income Strategies, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 81 | $4.00K | 0.00% | +38+88.4% | Added |
| Bartlett & Co. LLC | 89 | $4.00K | 0.00% | +89 | New |
| Beacon Capital Management, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $3.00K | 0.00% | +24+63.2% | Added |
| Capital Advisors, Ltd. LLC | 73 | $3.00K | 0.00% | +53+265.0% | Added |
| GW&K Investment Management, LLC | 64 | $3.00K | 0.00% | +64 | New |
| Kelly Financial Services LLC | 46 | $2.18K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 36 | $2.00K | 0.00% | −84−70.0% | Reduced |
| Rise Advisors, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $2.00K | 0.00% | +18+60.0% | Added |
| Disciplined Investments, LLC | 37 | $2.00K | 0.00% | +1+2.8% | Added |
| Eagle Bay Advisors LLC | 23 | $1.09K | 0.00% | +23 | New |
| Gradient Investments LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Exane Derivatives | 20 | $947 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $379 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 6 | $284 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 3 | $0 | 0.00% | +3 | New |
| Dark Forest Capital Management LP | 8 | $0 | 0.00% | +8 | New |
| Steward Financial Group LLC | 18 | $0 | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 2 | – | – | +2 | New |
| Sofos Investments, Inc. | 893 | – | – | +841+1,617.3% | Added |
| GQG Partners LLC | 0 | $0 | 0.00% | −1,117,325−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −261,308−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −242,887−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −111,598−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −72,467−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −67,347−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −40,765−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −39,549−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −37,600−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −35,365−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −30,548−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −21,845−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −17,798−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,698−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,437−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,068−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,712−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,855−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −12,201−100.0% | Sold out |
| Stokes Capital Advisors, LLC | 0 | $0 | 0.00% | −10,565−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −10,092−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −9,954−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,383−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Petix & Botte Co | 0 | $0 | 0.00% | −8,004−100.0% | Sold out |