| Hillsdale Investment Management Inc. | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 399 | $19.0K | 0.00% | −11−2.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 383 | $18.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 381 | $18.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 368 | $17.5K | 0.00% | −1,265−77.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 337 | $16.0K | 0.00% | +87+34.8% | Added |
| Park Square Financial Group, LLC | 361 | $15.4K | 0.09% | −93−20.5% | Reduced |
| Park Place Capital Corp | 276 | $13.1K | 0.00% | +78+39.4% | Added |
| Evelyn Partners Investment Management LLP | 260 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 225 | $10.7K | 0.00% | −617−73.3% | Reduced |
| Richardson Financial Services Inc. | 207 | $9.85K | 0.01% | −1,391−87.0% | Reduced |
| Private Trust Co NA | 206 | $9.80K | 0.00% | −322−61.0% | Reduced |
| Activest Wealth Management | 198 | $9.42K | 0.00% | +198 | New |
| Steward Partners Investment Advisory, LLC | 196 | $9.32K | 0.00% | +171+684.0% | Added |
| JFS Wealth Advisors, LLC | 185 | $8.80K | 0.00% | +49+36.0% | Added |
| Smartleaf Asset Management LLC | 166 | $7.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 154 | $7.40K | 0.00% | −31−16.8% | Reduced |
| LRI Investments, LLC | 151 | $7.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 134 | $6.37K | 0.01% | +134 | New |
| Keating Financial Advisory Services, Inc. | 132 | $6.28K | 0.00% | +132 | New |
| Sachetta, LLC | 121 | $5.76K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 119 | $5.66K | 0.00% | +119 | New |
| Elyxium Wealth, LLC | 117 | $5.57K | 0.00% | +117 | New |
| Farmers & Merchants Investments Inc | 108 | $5.14K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 106 | $5.04K | 0.00% | +50+89.3% | Added |
| Transamerica Financial Advisors, Inc. | 104 | $4.94K | 0.00% | −5,123−98.0% | Reduced |
| UMA Financial Services, Inc. | 88 | $4.19K | 0.00% | −22−20.0% | Reduced |
| Manchester Capital Management LLC | 87 | $4.14K | 0.00% | +15+20.8% | Added |
| Harbour Investments, Inc. | 87 | $4.14K | 0.00% | +17+24.3% | Added |
| SJS Investment Consulting Inc. | 81 | $3.85K | 0.00% | −297−78.6% | Reduced |
| Retirement Wealth Solutions LLC | 78 | $3.71K | 0.00% | +45+136.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 76 | $3.62K | 0.00% | −53−41.1% | Reduced |
| Geneos Wealth Management Inc. | 74 | $3.52K | 0.00% | +74 | New |
| ORG Partners LLC | 69 | $3.28K | 0.00% | +69 | New |
| Rakuten Securities, Inc. | 65 | $3.09K | 0.00% | +65 | New |
| Sunbelt Securities, Inc. | 57 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 49 | $2.33K | 0.00% | +17+53.1% | Added |
| Fortitude Family Office, LLC | 48 | $2.28K | 0.00% | −6−11.1% | Reduced |
| HM Payson & Co | 45 | $2.14K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $1.90K | 0.00% | +12+42.9% | Added |
| WPG Advisers, LLC | 35 | $1.67K | 0.00% | −154−81.5% | Reduced |
| Rialto Wealth Management, LLC | 34 | $1.62K | 0.00% | +3+9.7% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $1.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.09K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 23 | $1.09K | 0.00% | −47−67.1% | Reduced |
| Bare Financial Services, Inc | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $1.05K | 0.00% | +2+10.0% | Added |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $999 | 0.00% | −8−27.6% | Reduced |
| Hilton Head Capital Partners, LLC | 21 | $999 | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 20 | $951 | 0.00% | +20 | New |
| EFG International AG | 20 | $951 | 0.00% | +20 | New |
| Signature Equity Partners, LLC | 19 | $904 | 0.00% | +19 | New |
| Cromwell Holdings LLC | 18 | $856 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $762 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $713 | 0.00% | +3+25.0% | Added |
| TFC Financial Management | 14 | $666 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 14 | $666 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 13 | $619 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 12 | $571 | 0.00% | +12 | New |
| Abound Wealth Management | 8 | $367 | 0.00% | +8 | New |
| Turning Point Benefit Group, Inc. | 6 | $285 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $191 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $143 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $124 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −5−33.3% | Reduced |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,829,676−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −306,838−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −134,654−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −131,565−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −116,319−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −61,127−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −57,060−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −50,164−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −49,818−100.0% | Sold out |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −46,429−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −43,358−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −41,445−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −39,773−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −37,505−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −31,737−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −30,951−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −30,793−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −29,353−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −27,053−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,658−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −13,099−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −12,404−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,491−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,108−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −8,737−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,521−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,207−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,235−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −7,170−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
