| AdvisorShares Investments LLC | 3,015 | $274.9K | 0.06% | −26−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 3,000 | $273.5K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 2,838 | $258.8K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,804 | $256.0K | 0.00% | +2,804 | New |
| Franklin Resources Inc | 2,807 | $255.9K | 0.00% | −395−12.3% | Reduced |
| Gitterman Wealth Management, LLC | 2,760 | $251.7K | 0.11% | +2,760 | New |
| Clarius Group, LLC | 2,696 | $245.8K | 0.02% | +2,696 | New |
| Private Advisor Group, LLC | 2,665 | $243.0K | 0.00% | +2,665 | New |
| King Luther Capital Management Corp | 2,573 | $234.6K | 0.00% | +2,573 | New |
| Cetera Advisor Networks LLC | 2,564 | $233.8K | 0.00% | +2,564 | New |
| GWM Advisors LLC | 2,527 | $230.5K | 0.00% | −594−19.0% | Reduced |
| Abundance Wealth Counselors | 2,445 | $223.0K | 0.06% | +2,445 | New |
| Strategic Global Advisors, LLC | 2,381 | $217.1K | 0.05% | +2,381 | New |
| Rafferty Asset Management, LLC | 2,358 | $215.0K | 0.00% | −859−26.7% | Reduced |
| Meridian Wealth Management, LLC | 2,355 | $214.7K | 0.01% | +2,355 | New |
| DGS Capital Management, LLC | 2,355 | $214.7K | 0.08% | +2,355 | New |
| Dorsey & Whitney Trust CO LLC | 2,347 | $214.0K | 0.02% | −354−13.1% | Reduced |
| Rehmann Capital Advisory Group | 2,291 | $208.9K | 0.02% | +2,291 | New |
| CI Private Wealth, LLC | 2,197 | $200.3K | 0.00% | +2,197 | New |
| Barometer Capital Management Inc. | 1,300 | $118.5K | 0.03% | +1,300 | New |
| National Bank of Canada | 1,159 | $105.1K | 0.00% | −67−5.5% | Reduced |
| New York State Common Retirement Fund | 978 | $89.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 866 | $79.0K | 0.00% | +86+11.0% | Added |
| Parallel Advisors, LLC | 828 | $75.5K | 0.00% | +113+15.8% | Added |
| GAMMA Investing LLC | 779 | $74.2K | 0.02% | +779 | New |
| Ronald Blue Trust, Inc. | 957 | $72.0K | 0.00% | +951+15,850.0% | Added |
| Proequities, Inc. | 741 | $67.6K | 0.00% | −113−13.2% | Reduced |
| Lindbrook Capital, LLC | 439 | $40.0K | 0.00% | +91+26.1% | Added |
| Zions Bancorporation, N.A. | 426 | $38.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 329 | $30.0K | 0.00% | −46−12.3% | Reduced |
| Boyd Watterson Asset Management LLC | 304 | $27.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $26.7K | 0.00% | −46−13.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 257 | $23.4K | 0.00% | −26−9.2% | Reduced |
| Assetmark, Inc | 244 | $22.2K | 0.00% | −12−4.7% | Reduced |
| Russell Investments Group, Ltd. | 226 | $20.6K | 0.00% | +57+33.7% | Added |
| First Horizon Advisors, Inc. | 210 | $19.1K | 0.00% | +66+45.8% | Added |
| Frazier Financial Advisors, LLC | 198 | $18.1K | 0.02% | +198 | New |
| TD Private Client Wealth LLC | 186 | $17.0K | 0.00% | +1+0.5% | Added |
| Ninety One UK Ltd | 185 | $16.9K | 0.00% | −20−9.8% | Reduced |
| Fifth Third Bancorp | 182 | $16.6K | 0.00% | +23+14.5% | Added |
| Parkside Financial Bank & Trust | 170 | $15.5K | 0.00% | +41+31.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 162 | $15.0K | 0.00% | −17−9.5% | Reduced |
| Umb Bank N A | 164 | $15.0K | 0.00% | −45−21.5% | Reduced |
| Glassman Wealth Services | 157 | $14.3K | 0.00% | −33−17.4% | Reduced |
| Rothschild Investment LLC | 150 | $13.7K | 0.00% | +150 | New |
| Jones Financial Companies LLLP | 142 | $12.9K | 0.00% | +53+59.6% | Added |
| Principal Securities, Inc. | 133 | $12.1K | 0.00% | +133 | New |
| Optiver Holding B.V. | 116 | $10.5K | 0.00% | −71,443−99.8% | Reduced |
| Farther Finance Advisors, LLC | 100 | $9.12K | 0.00% | +74+284.6% | Added |
| Harbour Investments, Inc. | 94 | $8.57K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 80 | $7.00K | 0.00% | −2−2.4% | Reduced |
| FinTrust Capital Advisors, LLC | 75 | $6.84K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $5.65K | 0.00% | −66−51.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 57 | $5.20K | 0.00% | +57 | New |
| JFS Wealth Advisors, LLC | 56 | $5.11K | 0.00% | +1+1.8% | Added |
| Bokf, NA | 54 | $4.92K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 43 | $3.94K | 0.00% | +11+34.4% | Added |
| Wiser Advisor Group LLC | 41 | $3.75K | 0.01% | +41 | New |
| Global Wealth Management Investment Advisory, Inc. | 37 | $3.37K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 32 | $2.92K | 0.00% | +32 | New |
| Whittier Trust Co of Nevada Inc | 32 | $2.92K | 0.00% | −17−34.7% | Reduced |
| Larson Financial Group LLC | 31 | $2.83K | 0.00% | −32−50.8% | Reduced |
| RFP Financial Group LLC | 30 | $2.73K | 0.00% | +30 | New |
| Advisory Services Network, LLC | 23 | $2.10K | 0.00% | +23 | New |
| GW&K Investment Management, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 18 | $1.73K | 0.00% | −10−35.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 15 | $1.37K | 0.00% | +9+150.0% | Added |
| Provenance Wealth Advisors, LLC | 14 | $1.28K | 0.00% | +1+7.7% | Added |
| Bell Investment Advisors, Inc | 8 | $730 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $638 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $456 | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2 | $182 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −14,391−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,834−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,617−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,771−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,859−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
