| Quarry LP | 5,000 | $230.7K | 0.04% | +5,000 | New |
| Principal Financial Group Inc | 4,932 | $227.6K | 0.00% | −3,062−38.3% | Reduced |
| Neo Ivy Capital Management | 4,803 | $221.6K | 0.04% | −78,307−94.2% | Reduced |
| Values First Advisors, Inc. | 4,680 | $216.0K | 0.11% | +4,680 | New |
| Sanctuary Advisors, LLC | 4,669 | $215.4K | 0.00% | +4,669 | New |
| Empowered Funds, LLC | 4,576 | $211.1K | 0.00% | +4,576 | New |
| CIBC Asset Management Inc | 4,516 | $208.4K | 0.00% | +4,516 | New |
| Neuberger Berman Group LLC | 4,399 | $203.0K | 0.00% | +4,399 | New |
| KBC Group NV | 3,898 | $180.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,635 | $167.7K | 0.00% | +2,509+222.8% | Added |
| Amalgamated Bank | 3,597 | $166.0K | 0.00% | −112−3.0% | Reduced |
| Virtus ETF Advisers LLC | 3,500 | $161.5K | 0.08% | +3,500 | New |
| Advisor Group Holdings, Inc. | 3,441 | $158.8K | 0.00% | −832−19.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,114 | $143.7K | 0.00% | −140−4.3% | Reduced |
| CWM, LLC | 2,840 | $131.0K | 0.00% | +234+9.0% | Added |
| GF Fund Management Co. Ltd. | 2,572 | $118.7K | 0.00% | −221−7.9% | Reduced |
| Danske Bank A/S | 2,100 | $96.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $92.0K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,922 | $88.7K | 0.00% | −1−0.1% | Reduced |
| Assetmark, Inc | 1,895 | $87.4K | 0.00% | −11,427−85.8% | Reduced |
| Quadrant Capital Group LLC | 1,862 | $85.9K | 0.00% | +6+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,636 | $75.0K | 0.00% | +1,636 | New |
| IFP Advisors, Inc | 1,595 | $73.6K | 0.00% | −12−0.7% | Reduced |
| Simplex Trading, LLC | 1,549 | $71.5K | 0.00% | +1,549 | New |
| US Bancorp | 1,474 | $68.0K | 0.00% | +288+24.3% | Added |
| Eurizon Capital SGR S.p.A. | 1,383 | $62.7K | 0.00% | +1,383 | New |
| Allworth Financial LP | 1,257 | $58.0K | 0.00% | +35+2.9% | Added |
| Ronald Blue Trust, Inc. | 1,164 | $53.7K | 0.00% | −396−25.4% | Reduced |
| Comerica Bank | 1,103 | $50.9K | 0.00% | −653,266−99.8% | Reduced |
| Rockefeller Capital Management L.P. | 995 | $45.9K | 0.00% | +178+21.8% | Added |
| GAMMA Investing LLC | 922 | $42.5K | 0.00% | +205+28.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 890 | $41.1K | 0.00% | +890 | New |
| Group One Trading, L.P. | 831 | $38.3K | 0.00% | +831 | New |
| Caitong International Asset Management Co., Ltd | 830 | $38.3K | 0.01% | +789+1,924.4% | Added |
| EverSource Wealth Advisors, LLC | 741 | $34.2K | 0.00% | +184+33.0% | Added |
| Massmutual Trust Co FSB | 597 | $27.5K | 0.00% | +126+26.8% | Added |
| Smartleaf Asset Management LLC | 597 | $27.1K | 0.00% | +364+156.2% | Added |
| Parallel Advisors, LLC | 586 | $27.0K | 0.00% | −594−50.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 495 | $22.8K | 0.00% | +104+26.6% | Added |
| Basecamp Wealth Advisors LLC | 485 | $22.4K | 0.00% | +485 | New |
| Kemnay Advisory Services Inc. | 460 | $21.2K | 0.00% | +460 | New |
| Versant Capital Management, Inc | 434 | $20.0K | 0.00% | +7+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 432 | $19.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 414 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 406 | $18.7K | 0.00% | +108+36.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372 | $17.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 369 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 339 | $16.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 343 | $15.8K | 0.00% | +122+55.2% | Added |
| Optiver Holding B.V. | 336 | $15.5K | 0.00% | −303−47.4% | Reduced |
| Financial Consulate, Inc | 250 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 186 | $11.5K | 0.01% | +186 | New |
| Larson Financial Group LLC | 246 | $11.3K | 0.00% | +154+167.4% | Added |
| International Assets Investment Management, LLC | 200 | $9.23K | 0.00% | +200 | New |
| Private Wealth Management Group, LLC | 196 | $9.04K | 0.00% | +11+5.9% | Added |
| Federation des caisses Desjardins du Quebec | 192 | $8.86K | 0.00% | +86+81.1% | Added |
| Global Retirement Partners, LLC | 181 | $8.35K | 0.00% | +13+7.7% | Added |
| Rothschild Investment LLC | 161 | $7.43K | 0.00% | +26+19.3% | Added |
| West Branch Capital LLC | 135 | $6.23K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 123 | $6.00K | 0.00% | −355−74.3% | Reduced |
| SageView Advisory Group, LLC | 114 | $5.26K | 0.00% | +114 | New |
| Jones Financial Companies LLLP | 110 | $5.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 105 | $4.84K | 0.00% | +14+15.4% | Added |
| MCF Advisors LLC | 97 | $4.48K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 96 | $4.43K | 0.00% | +9+10.3% | Added |
| SRS Capital Advisors, Inc. | 92 | $4.25K | 0.00% | −82−47.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 86 | $3.97K | 0.00% | −164−65.6% | Reduced |
| Harbour Investments, Inc. | 78 | $3.60K | 0.00% | −1−1.3% | Reduced |
| Bell Investment Advisors, Inc | 75 | $3.46K | 0.00% | −8−9.6% | Reduced |
| Johnson Financial Group, Inc. | 33 | $1.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.15K | 0.00% | +25 | New |
| Hantz Financial Services, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Private Trust Co NA | 20 | $923 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 20 | $922 | 0.00% | +20 | New |
| Bogart Wealth, LLC | 15 | $692 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $692 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $461 | 0.00% | +10 | New |
| Trust Co | 10 | $461 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 10 | $461 | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $461 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 8 | $369 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $277 | 0.00% | +6 | New |
| Essential Partners LLC | 5 | $231 | 0.00% | +3+150.0% | Added |
| Keating Financial Advisory Services, Inc. | 5 | $231 | 0.00% | +5 | New |
| Rachor Investment Advisory Services, LLC | 4 | $185 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 3 | $138 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3 | $138 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 3 | $138 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $104 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 2 | $93 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $92 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $51 | 0.00% | −146−99.3% | Reduced |
| SBI Securities Co., Ltd. | 1 | $46 | 0.00% | −1−50.0% | Reduced |
| Rakuten Securities, Inc. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Baker Bros. Advisors LP | 0 | $0 | 0.00% | −640,885−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −519,734−100.0% | Sold out |
| Frazier Life Sciences Management, L.P. | 0 | $0 | 0.00% | −474,405−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −345,852−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −134,877−100.0% | Sold out |
