| Turtle Creek Wealth Advisors, LLC | 291 | $19.5K | 0.01% | +291 | New |
| Clearstead Advisors, LLC | 280 | $18.8K | 0.00% | −180−39.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $16.8K | 0.01% | +250 | New |
| Manchester Capital Management LLC | 248 | $16.6K | 0.00% | +248 | New |
| Ronald Blue Trust, Inc. | 274 | $16.0K | 0.00% | +186+211.4% | Added |
| Massmutual Trust Co FSB | 234 | $15.7K | 0.00% | −6−2.5% | Reduced |
| West Tower Group, LLC | 232 | $15.5K | 0.03% | +232 | New |
| RFP Financial Group LLC | 229 | $15.3K | 0.01% | +131+133.7% | Added |
| HM Payson & Co | 225 | $15.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 224 | $15.0K | 0.00% | +41+22.4% | Added |
| First United Bank Trust | 214 | $14.3K | 0.01% | +214 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 183 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 176 | $11.8K | 0.00% | −20−10.2% | Reduced |
| Zions Bancorporation, N.A. | 170 | $11.4K | 0.00% | +8+4.9% | Added |
| Armstrong Advisory Group, Inc | 151 | $10.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $9.71K | 0.01% | −83−36.4% | Reduced |
| Rothschild Investment LLC | 130 | $8.71K | 0.00% | +130 | New |
| Venturi Wealth Management, LLC | 126 | $8.44K | 0.00% | +43+51.8% | Added |
| Bruce G. Allen Investments, LLC | 119 | $7.97K | 0.01% | +119 | New |
| Delta Asset Management LLC | 117 | $7.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 117 | $7.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 112 | $7.50K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 107 | $7.17K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 102 | $6.83K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $6.70K | 0.00% | −4,511−97.8% | Reduced |
| Core Wealth Advisors, Inc. | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 97 | $6.15K | 0.00% | +4+4.3% | Added |
| Tradition Wealth Management, LLC | 91 | $6.00K | 0.00% | +1+1.1% | Added |
| Sofos Investments, Inc. | 86 | $5.81K | 0.00% | −374−81.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 82 | $5.49K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 80 | $5.00K | 0.00% | −21−20.8% | Reduced |
| Avion Wealth | 80 | $5.00K | 0.00% | −16−16.7% | Reduced |
| Whittier Trust Co | 61 | $4.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $4.09K | 0.00% | +15+32.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 66 | $4.00K | 0.00% | +66 | New |
| DT Investment Partners, LLC | 54 | $3.41K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 46 | $3.08K | 0.00% | +46 | New |
| Aspect Partners, LLC | 46 | $3.08K | 0.00% | +46 | New |
| TD Waterhouse Canada Inc. | 46 | $3.02K | 0.00% | +1+2.2% | Added |
| Private Wealth Management Group, LLC | 45 | $3.02K | 0.00% | +45 | New |
| GW&K Investment Management, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 42 | $2.81K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 42 | $2.81K | 0.00% | +9+27.3% | Added |
| Lee Financial Co | 41 | $2.77K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 34 | $2.28K | 0.00% | −216−86.4% | Reduced |
| Abound Wealth Management | 33 | $2.22K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 31 | $2.08K | 0.00% | −3−8.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 30 | $2.01K | 0.00% | +9+42.9% | Added |
| Financial Management Professionals, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $1.07K | 0.00% | +16 | New |
| First Horizon Advisors, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $871 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $737 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $730 | 0.00% | +11 | New |
| Raleigh Capital Management Inc. | 10 | $670 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 9 | $603 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $603 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 9 | $603 | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 7 | $470 | 0.00% | −11−61.1% | Reduced |
| Cornerstone Planning Group LLC | 6 | $402 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $402 | 0.00% | +6 | New |
| Johnson Financial Group, Inc. | 5 | $339 | 0.00% | +5 | New |
| IFP Advisors, Inc | 5 | $335 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −182,435−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −113,100−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −95,205−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,824−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,566−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,253−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,634−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −9,293−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −7,861−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,058−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −4,226−100.0% | Sold out |
| Wilkins Investment Counsel Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,709−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,583−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |