| Belpointe Asset Management LLC | 188 | $126.0K | 0.01% | +3+1.6% | Added |
| Pinebridge Investments, L.P. | 164 | $109.0K | 0.00% | +164 | New |
| Sageworth Trust Co | 160 | $107.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 157 | $104.0K | 0.07% | −57−26.6% | Reduced |
| Cribstone Capital Management, LLC | 150 | $100.0K | 0.06% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 150 | $100.0K | 0.03% | +150 | New |
| Huntington National Bank | 148 | $99.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 144 | $96.0K | 0.01% | +73+102.8% | Added |
| Harbour Investments, Inc. | 129 | $86.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 126 | $84.0K | 0.02% | +126 | New |
| Berman Capital Advisors, LLC | 115 | $76.0K | 0.01% | +23+25.0% | Added |
| Cullen/Frost Bankers, Inc. | 100 | $67.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $67.0K | 0.00% | +1+1.0% | Added |
| Ancora Advisors, LLC | 100 | $67.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $67.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $67.0K | 0.01% | +100 | New |
| Newbridge Financial Services Group, Inc. | 90 | $60.0K | 0.04% | +2+2.3% | Added |
| Spire Wealth Management | 85 | $57.0K | 0.00% | +4+4.9% | Added |
| Arkadios Wealth Advisors | 84 | $56.0K | 0.01% | +84 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 79 | $53.0K | 0.00% | −80,000−99.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 80 | $53.0K | 0.02% | +80 | New |
| Fifth Third Bancorp | 75 | $50.0K | 0.00% | +23+44.2% | Added |
| First Horizon Advisors, Inc. | 71 | $47.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 70 | $47.0K | 0.02% | +70 | New |
| TCI Wealth Advisors, Inc. | 64 | $43.0K | 0.01% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 55 | $37.0K | 0.04% | +55 | New |
| Global Retirement Partners, LLC | 52 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 51 | $34.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $33.0K | 0.02% | +50 | New |
| Semmax Financial Advisors Inc. | 46 | $31.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 45 | $30.0K | 0.00% | +19+73.1% | Added |
| Meridian Wealth Partners, LLC | 45 | $30.0K | 0.01% | +45 | New |
| Plante Moran Financial Advisors, LLC | 41 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 40 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 35 | $23.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 30 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 30 | $20.0K | 0.02% | +30 | New |
| Meeder Asset Management Inc | 29 | $19.0K | 0.00% | +5+20.8% | Added |
| Ellevest, Inc. | 28 | $19.0K | 0.00% | +6+27.3% | Added |
| Ogorek Anthony Joseph | 28 | $18.0K | 0.01% | +28 | New |
| Optiver Holding B.V. | 27 | $18.0K | 0.00% | +27 | New |
| North Star Investment Management Corp. | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 24 | $16.0K | 0.00% | +24 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 20 | $13.0K | 0.00% | +20 | New |
| Perkins Coie Trust Co | 16 | $11.0K | 0.00% | −9−36.0% | Reduced |
| Parallel Advisors, LLC | 17 | $11.0K | 0.00% | +8+88.9% | Added |
| Kozak & Associates, Inc. | 15 | $10.0K | 0.01% | +15 | New |
| Signaturefd, LLC | 13 | $9.00K | 0.00% | −215−94.3% | Reduced |
| Activest Wealth Management | 13 | $9.00K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 14 | $9.00K | 0.01% | +7+100.0% | Added |
| Global Trust Asset Management, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $7.00K | 0.00% | +11 | New |
| Eaton Vance Management | 822 | $6.00K | 0.00% | −169−17.1% | Reduced |
| TSFG, LLC | 7 | $5.00K | 0.00% | +7 | New |
| Patriot Financial Group Insurance Agency, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| FourThought Financial, LLC | 3 | $2.00K | 0.00% | −80−96.4% | Reduced |
| Assetmark, Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $2.00K | 0.00% | +3 | New |
| Carroll Financial Associates, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Versant Capital Management, Inc | 1 | $1.00K | 0.00% | −2−66.7% | Reduced |
| Financial Management Professionals, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1 | $1.00K | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Glassman Wealth Services | 1 | $1.00K | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 2 | $1.00K | 0.00% | +2 | New |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −69,678−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −47,714−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −39,653−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −34,776−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,413−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,446−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −9,064−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −7,282−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,970−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −3,756−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,707−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −1,397−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Breiter Capital Management Inc | 0 | $0 | 0.00% | −850−100.0% | Sold out |