| Advisor Group Holdings, Inc. | 3,599 | $97.0K | 0.00% | −4,534−55.7% | Reduced |
| GAMMA Investing LLC | 3,521 | $94.9K | 0.00% | +1,395+65.6% | Added |
| The PNC Financial Services Group, Inc. | 3,226 | $87.0K | 0.00% | −2,988−48.1% | Reduced |
| Allworth Financial LP | 3,081 | $83.1K | 0.00% | +1,338+76.8% | Added |
| Ensign Peak Advisors, Inc | 2,937 | $79.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,450 | $66.1K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,270 | $61.2K | 0.02% | +2,270 | New |
| CBIZ Investment Advisory Services, LLC | 1,805 | $55.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,926 | $52.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,904 | $51.3K | 0.00% | −426−18.3% | Reduced |
| Covestor Ltd | 1,885 | $51.0K | 0.03% | +296+18.6% | Added |
| Hantz Financial Services, Inc. | 1,690 | $46.0K | 0.00% | +539+46.8% | Added |
| IFP Advisors, Inc | 1,436 | $38.7K | 0.00% | +1,178+456.6% | Added |
| EverSource Wealth Advisors, LLC | 1,359 | $36.6K | 0.00% | −74−5.2% | Reduced |
| Bryn Mawr Trust Co | 1,341 | $36.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,211 | $32.6K | 0.00% | +190+18.6% | Added |
| Sterling Capital Management LLC | 1,204 | $32.5K | 0.00% | −746−38.3% | Reduced |
| Duncker Streett & Co Inc | 1,200 | $32.4K | 0.01% | 00.0% | Unchanged |
| Nykredit A/S | 1,136 | $30.6K | 0.00% | +1,136 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,014 | $27.3K | 0.00% | −171−14.4% | Reduced |
| True Wealth Design, LLC | 730 | $19.7K | 0.00% | +483+195.5% | Added |
| Nomura Asset Management Co Ltd | 680 | $18.3K | 0.00% | −1,520−69.1% | Reduced |
| Gill Capital Partners, LLC | 621 | $16.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 618 | $16.7K | 0.00% | −1,062−63.2% | Reduced |
| Quarry LP | 598 | $16.1K | 0.00% | −2,323−79.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 554 | $14.9K | 0.00% | +554 | New |
| Huntington National Bank | 531 | $14.3K | 0.00% | +306+136.0% | Added |
| LRI Investments, LLC | 520 | $14.0K | 0.00% | +2+0.4% | Added |
| SJS Investment Consulting Inc. | 511 | $13.8K | 0.00% | +239+87.9% | Added |
| Farther Finance Advisors, LLC | 501 | $13.5K | 0.00% | −389−43.7% | Reduced |
| Cedar Mountain Advisors, LLC | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 465 | $12.5K | 0.00% | +344+284.3% | Added |
| Optiver Holding B.V. | 374 | $10.1K | 0.00% | +374 | New |
| Pinnacle Wealth Planning Services, Inc. | 372 | $10.0K | 0.00% | −2,068−84.8% | Reduced |
| UMA Financial Services, Inc. | 367 | $9.89K | 0.00% | −72−16.4% | Reduced |
| Owl Creek Wealth Partners LLC | 360 | $9.71K | 0.00% | +60+20.0% | Added |
| Signature Equity Partners, LLC | 303 | $8.17K | 0.00% | +303 | New |
| Rockefeller Capital Management L.P. | 282 | $7.61K | 0.00% | −299−51.5% | Reduced |
| Larson Financial Group LLC | 239 | $6.45K | 0.00% | −210−46.8% | Reduced |
| Clearstead Advisors, LLC | 225 | $6.07K | 0.00% | +225 | New |
| TD Private Client Wealth LLC | 219 | $5.90K | 0.00% | +53+31.9% | Added |
| Umb Bank N A | 178 | $4.80K | 0.00% | −938−84.1% | Reduced |
| Trust Co of Toledo NA | 174 | $4.69K | 0.00% | +174 | New |
| Parkside Financial Bank & Trust | 169 | $4.56K | 0.00% | −78−31.6% | Reduced |
| Quent Capital, LLC | 157 | $4.23K | 0.00% | +15+10.6% | Added |
| Zions Bancorporation, National Association | 154 | $4.15K | 0.00% | +154 | New |
| Bokf, NA | 149 | $4.02K | 0.00% | +149 | New |
| National Bank of Canada | 126 | $3.40K | 0.00% | +126 | New |
| Ares Financial Consulting, LLC | 116 | $3.13K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 99 | $2.67K | 0.00% | −674−87.2% | Reduced |
| Global Retirement Partners, LLC | 91 | $2.45K | 0.00% | +91 | New |
| Harbour Investments, Inc. | 89 | $2.41K | 0.00% | −6−6.3% | Reduced |
| Versant Capital Management, Inc | 88 | $2.37K | 0.00% | −286−76.5% | Reduced |
| Fulcrum Asset Management LLP | 78 | $2.13K | 0.00% | +78 | New |
| Bogart Wealth, LLC | 64 | $1.73K | 0.00% | +64 | New |
| Cornerstone Planning Group LLC | 57 | $1.56K | 0.00% | +57 | New |
| High Note Wealth, LLC | 57 | $1.54K | 0.00% | −7−10.9% | Reduced |
| Private Wealth Management Group, LLC | 54 | $1.46K | 0.00% | +54 | New |
| Hilton Head Capital Partners, LLC | 51 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $1.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 44 | $1.19K | 0.00% | −65−59.6% | Reduced |
| Fortitude Family Office, LLC | 43 | $1.16K | 0.00% | +43 | New |
| South State Corp. | 40 | $1.08K | 0.00% | +35+700.0% | Added |
| Kilter Group LLC | 39 | $1.05K | 0.00% | −33−45.8% | Reduced |
| Bare Financial Services, Inc | 38 | $1.02K | 0.00% | −69−64.5% | Reduced |
| Caitlin John, LLC | 34 | $917 | 0.00% | +34 | New |
| SBI Securities Co., Ltd. | 32 | $863 | 0.00% | +31+3,100.0% | Added |
| CVA Family Office, LLC | 27 | $728 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $620 | 0.00% | −26−53.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 21 | $566 | 0.00% | +8+61.5% | Added |
| Cornerstone Financial Management LLC | 20 | $539 | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 19 | $512 | 0.00% | +19 | New |
| Sachetta, LLC | 14 | $378 | 0.00% | −171−92.4% | Reduced |
| Creative Capital Management Investments LLC | 14 | $377 | 0.00% | +14 | New |
| GHP Investment Advisors, Inc. | 13 | $351 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $270 | 0.00% | +10 | New |
| Action Point Financial Planning, LLC | 8 | $189 | 0.00% | +8 | New |
| Cromwell Holdings LLC | 5 | $135 | 0.00% | −5−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $135 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $108 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $81 | 0.00% | −2−40.0% | Reduced |
| Davis Capital Management | 3 | $81 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $81 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $57 | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $54 | 0.00% | −89−97.8% | Reduced |
| Activest Wealth Management | 1 | $27 | 0.00% | −136−99.3% | Reduced |
| Hughes Financial Services, LLC | 1 | $27 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $27 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 12 | $0 | 0.00% | +12 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Medallion Wealth Advisors, LLC | 6,194 | – | – | +6,194 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −591,434−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −459,765−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −168,727−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −149,203−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −132,852−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −88,347−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −24,884−100.0% | Sold out |
