| Bard Associates Inc | 126 | $22.8K | 0.01% | +126 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 125 | $22.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 116 | $21.0K | 0.00% | −199−63.2% | Reduced |
| CVA Family Office, LLC | 113 | $20.5K | 0.00% | +7+6.6% | Added |
| V-Square Quantitative Management LLC | 111 | $20.1K | 0.00% | +111 | New |
| HM Payson & Co | 110 | $19.9K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 106 | $19.2K | 0.00% | −8−7.0% | Reduced |
| Smartleaf Asset Management LLC | 100 | $18.3K | 0.00% | −2−2.0% | Reduced |
| Onefund, LLC | 99 | $17.9K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 98 | $17.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $17.4K | 0.00% | −5−5.0% | Reduced |
| Atlantic Trust, LLC | 95 | $17.2K | 0.00% | +55+137.5% | Added |
| CNB Bank | 92 | $16.7K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 90 | $16.3K | 0.00% | +90 | New |
| Rockefeller Capital Management L.P. | 88 | $16.1K | 0.00% | −53−37.6% | Reduced |
| Boreal Capital Management LLC | 70 | $12.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 67 | $12.1K | 0.00% | +6+9.8% | Added |
| Whittier Trust Co of Nevada Inc | 64 | $11.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 63 | $11.4K | 0.00% | +61+3,050.0% | Added |
| Roble, Belko & Company, Inc | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 51 | $9.24K | 0.00% | +51 | New |
| SBI Securities Co., Ltd. | 50 | $9.06K | 0.00% | +3+6.4% | Added |
| Parallel Advisors, LLC | 47 | $8.52K | 0.00% | −321−87.2% | Reduced |
| Huntington National Bank | 44 | $7.98K | 0.00% | −135−75.4% | Reduced |
| SageView Advisory Group, LLC | 44 | $7.98K | 0.00% | +44 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44 | $7.97K | 0.00% | +44 | New |
| Storebrand Asset Management AS | 43 | $7.79K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 42 | $7.61K | 0.00% | +11+35.5% | Added |
| Fideuram Asset Management (Ireland) dac | 33 | $7.13K | 0.00% | +33 | New |
| West Branch Capital LLC | 34 | $6.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $5.88K | 0.00% | +9+39.1% | Added |
| Parkside Financial Bank & Trust | 31 | $5.62K | 0.00% | −1−3.1% | Reduced |
| C M Bidwell & Associates Ltd | 29 | $5.26K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $4.99K | 0.00% | +4+16.7% | Added |
| TCTC Holdings, LLC | 26 | $4.71K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $4.71K | 0.00% | +26 | New |
| Geneos Wealth Management Inc. | 25 | $4.53K | 0.00% | −55−68.8% | Reduced |
| Investors Research Corp | 22 | $3.99K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 22 | $3.99K | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 18 | $3.26K | 0.00% | +18 | New |
| Keating Financial Advisory Services, Inc. | 17 | $3.08K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 15 | $2.72K | 0.00% | +10+200.0% | Added |
| MV Capital Management, Inc. | 15 | $2.72K | 0.00% | +12+400.0% | Added |
| SRS Capital Advisors, Inc. | 12 | $2.17K | 0.00% | −4,483−99.7% | Reduced |
| MTM Investment Management, LLC | 12 | $2.17K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $1.99K | 0.00% | +2+22.2% | Added |
| Tucker Asset Management LLC | 11 | $1.99K | 0.00% | +11 | New |
| Macquarie Group Ltd | 10 | $1.81K | 0.00% | −140−93.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 9 | $1.67K | 0.00% | +8+800.0% | Added |
| Manchester Capital Management LLC | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $1.63K | 0.00% | +8+800.0% | Added |
| Marquette Asset Management, LLC | 9 | $1.63K | 0.00% | +9 | New |
| Financial Consulate, Inc | 9 | $1.63K | 0.00% | +9 | New |
| Basecamp Wealth Advisors LLC | 9 | $1.63K | 0.00% | +9 | New |
| Cape Investment Advisory, Inc. | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $1.27K | 0.00% | +7 | New |
| Zions Bancorporation, National Association | 6 | $1.09K | 0.00% | −6−50.0% | Reduced |
| Rossby Financial, LCC | 6 | $1.09K | 0.00% | −1−14.3% | Reduced |
| Spire Wealth Management | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $1.09K | 0.00% | +2+50.0% | Added |
| JFS Wealth Advisors, LLC | 6 | $1.09K | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 6 | $1.09K | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 6 | $1.09K | 0.00% | +6 | New |
| Optima Capital LLC | 6 | $1.09K | 0.00% | +6 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | +4+200.0% | Added |
| Raffa Wealth Management, LLC | 5 | $906 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $544 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 3 | $544 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3 | $544 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $544 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $544 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $506 | 0.00% | −2−40.0% | Reduced |
| Dunhill Financial, LLC | 2 | $395 | 0.00% | +1+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 2 | $363 | 0.00% | −3−60.0% | Reduced |
| Rialto Wealth Management, LLC | 2 | $363 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $363 | 0.00% | +1+100.0% | Added |
| Abound Wealth Management | 2 | $363 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 2 | $363 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $182 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 1 | $181 | 0.00% | −5−83.3% | Reduced |
| Harbour Investments, Inc. | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $181 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $181 | 0.00% | +1 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −163,900−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −75,388−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −64,825−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −42,002−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −37,965−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −35,026−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −34,404−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −34,267−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −32,267−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −31,477−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −20,408−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −18,164−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,925−100.0% | Sold out |