| Russell Investments Group, Ltd. | 1,200 | $11.4K | 0.00% | −621−34.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 700 | $6.64K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 649 | $6.16K | 0.00% | +646+21,533.3% | Added |
| Bessemer Group Inc | 684 | $6.00K | 0.00% | −1,849−73.0% | Reduced |
| Allworth Financial LP | 500 | $5.04K | 0.00% | +275+122.2% | Added |
| Glass Jacobson Investment Advisors llc | 258 | $4.25K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 380 | $3.66K | 0.00% | +287+308.6% | Added |
| EverSource Wealth Advisors, LLC | 329 | $3.12K | 0.00% | −416−55.8% | Reduced |
| National Bank of Canada | 319 | $3.02K | 0.00% | −37−10.4% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 309 | $3.00K | 0.00% | +309 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $2.85K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 294 | $2.79K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 280 | $2.66K | 0.00% | +30+12.0% | Added |
| Legacy Wealth Managment, LLC | 250 | $2.37K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 240 | $2.30K | 0.00% | +64+36.4% | Added |
| Massmutual Trust Co FSB | 225 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 227 | $2.12K | 0.00% | +168+284.7% | Added |
| Sound Income Strategies, LLC | 200 | $1.90K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 196 | $1.86K | 0.00% | +196 | New |
| Sachetta, LLC | 190 | $1.80K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 144 | $1.37K | 0.00% | 00.0% | Unchanged |
| Natixis | 150 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $1.34K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 134 | $1.27K | 0.00% | −14−9.5% | Reduced |
| Signaturefd, LLC | 134 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 128 | $1.22K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 117 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 112 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 110 | $1.04K | 0.00% | −45−29.0% | Reduced |
| Arlington Trust Co LLC | 108 | $1.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 107 | $1.02K | 0.00% | +107 | New |
| Amundi | 110 | $959 | 0.00% | +63+134.0% | Added |
| UMA Financial Services, Inc. | 101 | $959 | 0.00% | +101 | New |
| Vision Financial Markets LLC | 100 | $949 | 0.00% | +100 | New |
| South State Corp. | 98 | $931 | 0.00% | +98 | New |
| Farmers & Merchants Investments Inc | 95 | $902 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 50 | $824 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $759 | 0.00% | −107−57.2% | Reduced |
| Creative Financial Designs Inc | 80 | $759 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $759 | 0.00% | +65+433.3% | Added |
| Boston Private Wealth LLC | 58 | $550 | 0.00% | +58 | New |
| Bare Financial Services, Inc | 48 | $456 | 0.00% | +48 | New |
| Private Wealth Management Group, LLC | 41 | $390 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $380 | 0.00% | +40 | New |
| Hexagon Capital Partners LLC | 25 | $237 | 0.00% | +25 | New |
| Huntington National Bank | 21 | $199 | 0.00% | +1+5.0% | Added |
| Abound Wealth Management | 9 | $86 | 0.00% | −3−25.0% | Reduced |
| IFP Advisors, Inc | 9 | $85 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $38 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $10 | 0.00% | −4−80.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $9 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 5 | $0 | 0.00% | −16−76.2% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | −6−42.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 50 | $0 | 0.00% | +50 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −768,700−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −293,392−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −84,781−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −73,444−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −70,331−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −65,940−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −39,909−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −23,967−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,083−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −18,622−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,280−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,397−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −13,612−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −11,265−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −11,212−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,102−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5,696−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Parkworth Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Fernwood Investment Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
