| Nisa Investment Advisors, LLC | 106 | $4.64K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 102 | $4.47K | 0.00% | −2−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 111 | $4.14K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 91 | $3.99K | 0.00% | −4−4.2% | Reduced |
| 1832 Asset Management L.P. | 78 | $3.42K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 71 | $3.11K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $3.11K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $2.94K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $2.58K | 0.00% | −15−20.3% | Reduced |
| Harbour Investments, Inc. | 56 | $2.45K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $2.45K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 53 | $2.32K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 52 | $2.28K | 0.00% | −52−50.0% | Reduced |
| Optimum Investment Advisors | 52 | $2.28K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 49 | $2.15K | 0.00% | −17,557−99.7% | Reduced |
| Huntington National Bank | 42 | $1.84K | 0.00% | −2−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 39 | $1.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $1.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $1.45K | 0.00% | +22+200.0% | Added |
| CVA Family Office, LLC | 32 | $1.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $1.36K | 0.00% | −2−6.1% | Reduced |
| Rocky Mountain Advisers, LLC | 30 | $1.31K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $1.31K | 0.00% | +30 | New |
| Northwest Capital Management Inc | 29 | $1.27K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $1.27K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20 | $877 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $876 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $789 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 17 | $745 | 0.00% | +17 | New |
| Schroder Investment Management Group | 16 | $701 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $570 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $570 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $526 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $525 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 11 | $482 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $307 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $307 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $307 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6 | $263 | 0.00% | −5−45.5% | Reduced |
| SJS Investment Consulting Inc. | 6 | $263 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $263 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5 | $219 | 0.00% | −6−54.5% | Reduced |
| Harbor Investment Advisory, LLC | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $198 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $176 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $176 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $176 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $175 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $175 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $132 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $131 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $131 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $88 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $88 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 2 | $87 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 2 | $86 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $44 | 0.00% | −1−50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1 | $44 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | – | – | 00.0% | Unchanged |
| Baupost Group LLCSuperinvestorBaupost Group | 0 | $0 | 0.00% | −718,270−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −270,382−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −252,431−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −100,107−100.0% | Sold out |
| Boundary Creek Advisors LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −55,142−100.0% | Sold out |
| Banyan Capital Management, Inc. | 0 | $0 | 0.00% | −47,800−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −31,780−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −17,109−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −14,438−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −11,650−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −11,531−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −11,122−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,977−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −10,433−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −7,482−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Archon Partners LLC | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −5,999−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −5,845−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
