| Connor, Clark & Lunn Investment Management Ltd. | 349 | $23.8K | 0.00% | +349 | New |
| Corebridge Financial, Inc. | 323 | $22.0K | 0.00% | −23−6.6% | Reduced |
| Bank of Montreal | 322 | $21.9K | 0.00% | −19,850−98.4% | Reduced |
| Delta Asset Management LLC | 301 | $20.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 301 | $20.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 301 | $20.5K | 0.00% | +268+812.1% | Added |
| Princeton Global Asset Management LLC | 262 | $17.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 246 | $16.7K | 0.00% | −1−0.4% | Reduced |
| GAMMA Investing LLC | 239 | $16.3K | 0.00% | +50+26.5% | Added |
| Larson Financial Group LLC | 195 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 178 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 156 | $10.8K | 0.00% | −94−37.6% | Reduced |
| Schroder Investment Management Group | 154 | $10.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 151 | $10.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 147 | $10.0K | 0.00% | +135+1,125.0% | Added |
| Atlantic Trust, LLC | 140 | $9.53K | 0.00% | +140 | New |
| EverSource Wealth Advisors, LLC | 138 | $9.39K | 0.00% | +27+24.3% | Added |
| Private Trust Co NA | 125 | $8.51K | 0.00% | −69−35.6% | Reduced |
| Parallel Advisors, LLC | 118 | $8.03K | 0.00% | +4+3.5% | Added |
| Covestor Ltd | 117 | $8.00K | 0.01% | −10−7.9% | Reduced |
| Quarry LP | 117 | $7.96K | 0.00% | +117 | New |
| Nisa Investment Advisors, LLC | 106 | $7.21K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 104 | $7.08K | 0.00% | −29−21.8% | Reduced |
| Venturi Wealth Management, LLC | 103 | $7.01K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 90 | $6.13K | 0.00% | +78+650.0% | Added |
| Farther Finance Advisors, LLC | 90 | $6.12K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 88 | $5.99K | 0.00% | +15+20.5% | Added |
| Smartleaf Asset Management LLC | 85 | $5.85K | 0.00% | +45+112.5% | Added |
| Allworth Financial LP | 69 | $4.93K | 0.00% | +8+13.1% | Added |
| Carolinas Wealth Consulting LLC | 71 | $4.83K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 71 | $4.83K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 69 | $4.70K | 0.00% | +69 | New |
| Lindbrook Capital, LLC | 67 | $4.56K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 65 | $4.49K | 0.00% | +65 | New |
| Harbour Investments, Inc. | 56 | $3.81K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $3.54K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 52 | $3.54K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 44 | $3.00K | 0.00% | −68−60.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 43 | $2.93K | 0.00% | −18−29.5% | Reduced |
| Valued Wealth Advisors LLC | 36 | $2.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $2.25K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 32 | $2.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $1.97K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $1.57K | 0.00% | +19+475.0% | Added |
| Strategic Investment Solutions, Inc. | 22 | $1.50K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 21 | $1.43K | 0.00% | −18−46.2% | Reduced |
| Guardian Wealth Management, Inc. | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19 | $1.29K | 0.00% | −5,000−99.6% | Reduced |
| Manchester Capital Management LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $1.00K | 0.00% | −2−7.7% | Reduced |
| Golden State Wealth Management, LLC | 13 | $936 | 0.00% | +13 | New |
| First Horizon Advisors, Inc. | 13 | $885 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $885 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11 | $749 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $681 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $476 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $476 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $476 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $409 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $409 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $399 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $340 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $272 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $272 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $272 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $204 | 0.00% | −3−50.0% | Reduced |
| LGT Financial Advisors LLC | 3 | $204 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $204 | 0.00% | +3 | New |
| Key Financial Inc | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 2 | $136 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $136 | 0.00% | +2 | New |
| Ameriflex Group, Inc. | 1 | $74 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $69 | 0.00% | −13−92.9% | Reduced |
| Cranbrook Wealth Management, LLC | 1 | $69 | 0.00% | +1 | New |
| Royal London Asset Management Ltd | 1 | $68 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $68 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $68 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $12 | 0.00% | +1 | New |
| Lazard Asset Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −601,265−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −475,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −270,582−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −133,485−100.0% | Sold out |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −107,322−100.0% | Sold out |
