| Innealta Capital, LLC | 74 | $9.76K | 0.00% | +74 | New |
| Arcadia Investment Management Corp | 70 | $9.23K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 70 | $9.23K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 54 | $7.12K | 0.01% | +54 | New |
| Private Trust Co NA | 49 | $6.46K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 49 | $6.46K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 48 | $6.33K | 0.00% | −39−44.8% | Reduced |
| Colonial Trust Co | 47 | $6.21K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 47 | $6.20K | 0.00% | +4+9.3% | Added |
| International Assets Investment Management, LLC | 47 | $6.20K | 0.00% | +47 | New |
| Lindbrook Capital, LLC | 46 | $6.07K | 0.00% | −18−28.1% | Reduced |
| Ronald Blue Trust, Inc. | 34 | $5.84K | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 43 | $5.68K | 0.00% | +10+30.3% | Added |
| Front Row Advisors LLC | 42 | $5.54K | 0.00% | −7−14.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 38 | $5.01K | 0.00% | +38 | New |
| Spire Wealth Management | 33 | $4.35K | 0.00% | −3−8.3% | Reduced |
| Global Retirement Partners, LLC | 32 | $4.22K | 0.00% | −1−3.0% | Reduced |
| LRI Investments, LLC | 31 | $4.09K | 0.00% | +31 | New |
| Parallel Advisors, LLC | 29 | $3.82K | 0.00% | −6−17.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 27 | $3.56K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 27 | $3.56K | 0.00% | +27 | New |
| Mather Group, LLC. | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 21 | $2.77K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 18 | $2.75K | 0.00% | −27−60.0% | Reduced |
| Bogart Wealth, LLC | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 18 | $2.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $2.37K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $2.11K | 0.00% | +6+60.0% | Added |
| EverSource Wealth Advisors, LLC | 13 | $1.95K | 0.00% | +1+8.3% | Added |
| Massmutual Trust Co FSB | 14 | $1.85K | 0.00% | −21−60.0% | Reduced |
| Harbour Investments, Inc. | 14 | $1.85K | 0.00% | +14 | New |
| Sachetta, LLC | 12 | $1.78K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 13 | $1.72K | 0.00% | −2−13.3% | Reduced |
| Leonteq Securities AG | 12 | $1.58K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10 | $1.32K | 0.00% | −114−91.9% | Reduced |
| Umb Bank N A | 10 | $1.32K | 0.00% | −1−9.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 9 | $1.19K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 8 | $1.05K | 0.00% | +8 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Nisa Investment Advisors, LLC | 7 | $923 | 0.00% | −489−98.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 7 | $923 | 0.00% | −15−68.2% | Reduced |
| Provenance Wealth Advisors, LLC | 7 | $923 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $923 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $792 | 0.00% | +1+20.0% | Added |
| Naples Money Management LLC | 5 | $660 | 0.00% | −1−16.7% | Reduced |
| Chilton Capital Management LLC | 5 | $660 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $660 | 0.00% | +5 | New |
| JNBA Financial Advisors | 4 | $528 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $528 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $527 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3 | $396 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $264 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $132 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $132 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | −50−98.0% | Reduced |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −717,243−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −272,906−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −214,247−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −57,759−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −37,961−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −30,795−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −24,865−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −11,390−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −10,980−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,960−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −8,498−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −8,085−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −5,110−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,806−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,957−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −1,639−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,560−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,254−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
