| Caldwell Trust Co | 31 | $14.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 29 | $14.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $13.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $13.0K | 0.01% | +27 | New |
| Assetmark, Inc | 24 | $11.0K | 0.00% | −23,451−99.9% | Reduced |
| Global Retirement Partners, LLC | 23 | $11.0K | 0.00% | +16+228.6% | Added |
| Key Financial Inc | 23 | $11.0K | 0.01% | +23 | New |
| Sargent Bickham Lagudis LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $10.0K | 0.00% | +21 | New |
| Castleview Partners, LLC | 22 | $10.0K | 0.00% | +22 | New |
| Brewin Dolphin Ltd | 20 | $9.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $7.00K | 0.00% | −1−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13 | $6.03K | 0.00% | −10−43.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $6.00K | 0.00% | −23−65.7% | Reduced |
| Allworth Financial LP | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $6.00K | 0.00% | +1+8.3% | Added |
| Valley National Advisers Inc | 14 | $6.00K | 0.00% | +3+27.3% | Added |
| NEXT Financial Group, Inc | 10 | $5.00K | 0.00% | −97−90.7% | Reduced |
| Resolute Partners Group | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 9 | $4.00K | 0.00% | −60−87.0% | Reduced |
| Enterprise Financial Services Corp | 7 | $3.00K | 0.00% | −1−12.5% | Reduced |
| Creative Financial Designs Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 6 | $2.78K | 0.00% | −3−33.3% | Reduced |
| Raffa Wealth Management, LLC | 5 | $2.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $2.00K | 0.00% | −1−20.0% | Reduced |
| Glassman Wealth Services | 4 | $2.00K | 0.00% | −1−20.0% | Reduced |
| Better Money Decisions, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Standard Family Office LLC | 4 | $2.00K | 0.00% | +4 | New |
| Brown Brothers Harriman & Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Evoke Wealth, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| True Link Financial Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Kelly Financial Services LLC | 14,838 | $32 | 0.00% | +14,833+296,660.0% | Added |
| Private Ocean, LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Harel Insurance Investments & Financial Services Ltd. | 239 | – | – | −168−41.3% | Reduced |
| Capital World Investors | 0 | $0 | 0.00% | −151,400−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −46,683−100.0% | Sold out |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −42,789−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −33,195−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −15,488−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,476−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −9,173−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −7,663−100.0% | Sold out |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −6,634−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −4,930−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,261−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −4,035−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −3,681−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −3,097−100.0% | Sold out |
| Decatur Capital Management, Inc. | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Three Peaks Capital Management, LLC | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
