| Atomi Financial Group, Inc. | 1,568 | $397.0K | 0.01% | −76−4.6% | Reduced |
| Colony Group, LLC | 1,545 | $391.1K | 0.00% | +110+7.7% | Added |
| Wells Fargo & Company | 1,520 | $384.7K | 0.00% | −134−8.1% | Reduced |
| Everett Harris & Co | 1,495 | $378.5K | 0.00% | −105−6.6% | Reduced |
| Citigroup Inc | 1,480 | $374.7K | 0.00% | −92−5.9% | Reduced |
| Custom Index Systems, LLC | 1,409 | $356.7K | 0.13% | −80−5.4% | Reduced |
| GWM Advisors LLC | 1,331 | $336.9K | 0.00% | +109+8.9% | Added |
| Ameriprise Financial Inc | 1,306 | $330.7K | 0.00% | +24+1.9% | Added |
| CVA Family Office, LLC | 1,300 | $329.1K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,266 | $321.0K | 0.00% | +632+99.7% | Added |
| Ballentine Partners, LLC | 1,102 | $279.0K | 0.00% | +210+23.5% | Added |
| Cozad Asset Management Inc | 1,071 | $271.1K | 0.02% | +15+1.4% | Added |
| Ieq Capital, LLC | 1,018 | $257.7K | 0.00% | −300−22.8% | Reduced |
| Mission Wealth Management, LP | 1,003 | $253.9K | 0.00% | +1+0.1% | Added |
| The PNC Financial Services Group, Inc. | 1,003 | $253.8K | 0.00% | −73−6.8% | Reduced |
| Athena Wealth Management, LLC | 971 | $245.8K | 0.18% | +971 | New |
| Allspring Global Investments Holdings, LLC | 973 | $245.6K | 0.00% | +973 | New |
| Stifel Financial Corp | 965 | $244.3K | 0.00% | −42−4.2% | Reduced |
| CI Private Wealth, LLC | 941 | $238.1K | 0.00% | −51−5.1% | Reduced |
| Hantz Financial Services, Inc. | 910 | $230.0K | 0.00% | +108+13.5% | Added |
| Discipline Wealth Solutions, LLC | 908 | $229.9K | 0.02% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 900 | $227.8K | 0.12% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 868 | $219.7K | 0.00% | +868 | New |
| Raiffeisen Bank International AG | 850 | $216.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 824 | $209.0K | 0.00% | +175+27.0% | Added |
| Mariner, LLC | 825 | $208.9K | 0.00% | −103−11.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 818 | $207.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 749 | $189.6K | 0.03% | +581+345.8% | Added |
| US Bancorp | 702 | $177.7K | 0.00% | +10+1.4% | Added |
| Mondrian Investment Partners LTD | 678 | $171.5K | 0.00% | −12−1.7% | Reduced |
| Index Technologies Group LLC | 541 | $137.0K | 0.11% | +541 | New |
| Banque Cantonale Vaudoise | 524 | $133.0K | 0.01% | +524 | New |
| Daiwa Securities Group Inc. | 478 | $121.0K | 0.00% | −88−15.5% | Reduced |
| Mather Group, LLC. | 473 | $119.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 405 | $102.5K | 0.00% | −121−23.0% | Reduced |
| GHP Investment Advisors, Inc. | 377 | $95.4K | 0.00% | 00.0% | Unchanged |
| Altrinsic Global Advisors LLC | 361 | $91.4K | 0.00% | +361 | New |
| Parallel Advisors, LLC | 336 | $85.1K | 0.00% | −104−23.6% | Reduced |
| Signaturefd, LLC | 307 | $77.7K | 0.00% | −8−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 303 | $76.7K | 0.00% | −100−24.8% | Reduced |
| Basecamp Wealth Advisors LLC | 225 | $57.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 206 | $52.1K | 0.00% | +206 | New |
| Elequin Capital LP | 193 | $48.9K | 0.00% | +54+38.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 185 | $46.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 183 | $46.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 180 | $45.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 156 | $39.5K | 0.00% | −156−50.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 148 | $37.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 147 | $37.2K | 0.00% | +16+12.2% | Added |
| Barclays PLC | 146 | $37.0K | 0.00% | +146 | New |
| Clearstead Advisors, LLC | 137 | $34.7K | 0.00% | +137 | New |
| EverSource Wealth Advisors, LLC | 132 | $33.4K | 0.00% | −115−46.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 130 | $31.5K | 0.00% | +130 | New |
| Farther Finance Advisors, LLC | 113 | $28.8K | 0.00% | +21+22.8% | Added |
| Cullen/Frost Bankers, Inc. | 93 | $23.5K | 0.00% | +93 | New |
| First Pacific Financial | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 68 | $17.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 68 | $17.2K | 0.00% | +5+7.9% | Added |
| Northwestern Mutual Wealth Management Co | 51 | $12.9K | 0.00% | −110−68.3% | Reduced |
| Eastern Bank | 38 | $9.54K | 0.00% | +38 | New |
| SRS Capital Advisors, Inc. | 37 | $9.37K | 0.00% | +27+270.0% | Added |
| Action Point Financial Planning, LLC | 35 | $8.86K | 0.00% | +35 | New |
| JFS Wealth Advisors, LLC | 21 | $5.32K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $5.06K | 0.00% | −1−4.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 16 | $4.05K | 0.00% | +16 | New |
| Larson Financial Group LLC | 13 | $3.29K | 0.00% | +8+160.0% | Added |
| Gleason Group, Inc. | 11 | $2.79K | 0.00% | +11 | New |
| ZRC Wealth Management, LLC | 11 | $2.79K | 0.00% | +11 | New |
| Smartleaf Asset Management LLC | 9 | $2.29K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 9 | $2.28K | 0.00% | −2−18.2% | Reduced |
| True Wealth Design, LLC | 8 | $2.03K | 0.00% | +2+33.3% | Added |
| SBI Securities Co., Ltd. | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $1.27K | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $1.27K | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $1.01K | 0.00% | +4 | New |
| CX Institutional | 5 | $1.00K | 0.00% | +5 | New |
| IFP Advisors, Inc | 3 | $759 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $759 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 2 | $507 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $506 | 0.00% | −5−71.4% | Reduced |
| Rosenberg Matthew Hamilton | 2 | $506 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $254 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1 | $254 | 0.00% | +1 | New |
| Marshall Investment Management, LLC | 1 | $253 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $253 | 0.00% | +1 | New |
| Institute for Wealth Management, LLC. | 0 | $1 | 0.00% | 0 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −70,300−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −23,198−100.0% | Sold out |
| ABS Direct Equity Fund LLC | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −11,762−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −9,417−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
