| Ronald Blue Trust, Inc. | 4,202 | $111.4K | 0.00% | −408−8.9% | Reduced |
| MAI Capital Management | 3,927 | $104.1K | 0.00% | +9+0.2% | Added |
| Kemnay Advisory Services Inc. | 3,651 | $96.8K | 0.02% | +3,651 | New |
| Parkside Financial Bank & Trust | 3,256 | $86.3K | 0.01% | +26+0.8% | Added |
| TD Private Client Wealth LLC | 3,119 | $82.7K | 0.00% | −22−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 2,586 | $69.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,580 | $68.4K | 0.00% | +790+44.1% | Added |
| Covestor Ltd | 1,949 | $52.0K | 0.04% | +613+45.9% | Added |
| Essential Partners LLC | 1,293 | $34.3K | 0.01% | −249−16.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,155 | $30.6K | 0.00% | +84+7.8% | Added |
| Sound Income Strategies, LLC | 1,069 | $28.4K | 0.00% | +946+769.1% | Added |
| Salomon & Ludwin, LLC | 962 | $26.1K | 0.00% | +301+45.5% | Added |
| Allworth Financial LP | 956 | $25.4K | 0.00% | +160+20.1% | Added |
| EverSource Wealth Advisors, LLC | 952 | $25.2K | 0.00% | −555−36.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 895 | $23.7K | 0.00% | −1,273−58.7% | Reduced |
| Signaturefd, LLC | 784 | $20.8K | 0.00% | +568+263.0% | Added |
| Umb Bank N A | 604 | $16.0K | 0.00% | −168−21.8% | Reduced |
| Delta Asset Management LLC | 600 | $15.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 593 | $15.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 568 | $15.1K | 0.00% | +568 | New |
| Rothschild Investment LLC | 503 | $13.3K | 0.00% | +115+29.6% | Added |
| SRS Capital Advisors, Inc. | 499 | $13.2K | 0.00% | +445+824.1% | Added |
| Smartleaf Asset Management LLC | 431 | $11.3K | 0.00% | −1,516−77.9% | Reduced |
| Sterling Capital Management LLC | 406 | $10.8K | 0.00% | −24−5.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 387 | $10.3K | 0.00% | +321+486.4% | Added |
| Root Financial Partners, LLC | 365 | $9.68K | 0.00% | +173+90.1% | Added |
| Farther Finance Advisors, LLC | 364 | $9.66K | 0.00% | −16−4.2% | Reduced |
| Eastern Bank | 345 | $9.15K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 310 | $8.22K | 0.00% | +310 | New |
| Massmutual Trust Co FSB | 280 | $7.43K | 0.00% | +25+9.8% | Added |
| Kingdom Financial Group LLC. | 247 | $6.55K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 247 | $6.55K | 0.00% | +247 | New |
| True Wealth Design, LLC | 244 | $6.47K | 0.00% | −92−27.4% | Reduced |
| Smithfield Trust Co | 224 | $6.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 207 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 171 | $4.54K | 0.00% | +171 | New |
| Keating Financial Advisory Services, Inc. | 147 | $3.90K | 0.00% | +125+568.2% | Added |
| Quarry LP | 123 | $3.26K | 0.00% | +73+146.0% | Added |
| Advisory Services Network, LLC | 121 | $3.21K | 0.00% | +121 | New |
| MJT & Associates Financial Advisory Group, Inc. | 111 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 75 | $1.99K | 0.00% | −106−58.6% | Reduced |
| Parallel Advisors, LLC | 75 | $1.99K | 0.00% | +41+120.6% | Added |
| Huntington National Bank | 66 | $1.75K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 65 | $1.72K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 65 | $1.72K | 0.00% | +65 | New |
| Optiver Holding B.V. | 58 | $1.54K | 0.00% | +58 | New |
| Marquette Asset Management, LLC | 56 | $1.49K | 0.00% | +18+47.4% | Added |
| Advisor Group Holdings, Inc. | 53 | $1.41K | 0.00% | −116−68.6% | Reduced |
| Bell Investment Advisors, Inc | 51 | $1.35K | 0.00% | −22−30.1% | Reduced |
| CVA Family Office, LLC | 51 | $1.35K | 0.00% | +51 | New |
| Northwestern Mutual Wealth Management Co | 42 | $1.11K | 0.00% | +42 | New |
| MCF Advisors LLC | 41 | $1.09K | 0.00% | +41 | New |
| Private Wealth Management Group, LLC | 40 | $1.06K | 0.00% | −43−51.8% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 29 | $769 | 0.00% | +1+3.6% | Added |
| Prestige Wealth Management Group LLC | 28 | $743 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $717 | 0.00% | −12−30.8% | Reduced |
| Fortitude Family Office, LLC | 27 | $716 | 0.00% | +19+237.5% | Added |
| Paladin Partners, LLC | 25 | $663 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $584 | 0.00% | +10+83.3% | Added |
| Ankerstar Wealth, LLC | 22 | $583 | 0.00% | +9+69.2% | Added |
| Gilpin Wealth Management, LLC | 19 | $504 | 0.00% | +13+216.7% | Added |
| IFP Advisors, Inc | 13 | $345 | 0.00% | −4−23.5% | Reduced |
| UMA Financial Services, Inc. | 10 | $266 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 9 | $239 | 0.00% | −4−30.8% | Reduced |
| Assetmark, Inc | 9 | $239 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $239 | 0.00% | +5+125.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $213 | 0.00% | +2+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $185 | 0.00% | +1+16.7% | Added |
| Hughes Financial Services, LLC | 5 | $133 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 4 | $107 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 3 | $80 | 0.00% | −3−50.0% | Reduced |
| Kilter Group LLC | 2 | $54 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $53 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $53 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $27 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $27 | 0.00% | +1 | New |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −345,314−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −304,342−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −145,133−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −140,788−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −103,693−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −96,179−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −60,906−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −59,513−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −51,000−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −46,931−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −46,801−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −45,137−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −40,666−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −38,400−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −31,755−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −30,257−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −28,676−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −23,800−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −23,632−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
