| Smartleaf Asset Management LLC | 392 | $33.2K | 0.00% | −1,253−76.2% | Reduced |
| Ronald Blue Trust, Inc. | 371 | $31.0K | 0.00% | −290−43.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 300 | $25.3K | 0.00% | +300 | New |
| Optiver Holding B.V. | 283 | $23.7K | 0.00% | −188−39.9% | Reduced |
| Private Trust Co NA | 283 | $23.7K | 0.00% | +53+23.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 279 | $23.3K | 0.00% | +279 | New |
| Caitong International Asset Management Co., Ltd | 277 | $23.2K | 0.01% | +273+6,825.0% | Added |
| Los Angeles Capital Management LLC | 300 | $22.8K | 0.00% | +300 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272 | $22.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 241 | $20.0K | 0.00% | +241 | New |
| Harbor Capital Advisors, Inc. | 222 | $19.0K | 0.00% | −4−1.8% | Reduced |
| Clearstead Advisors, LLC | 219 | $18.3K | 0.00% | +1+0.5% | Added |
| Covestor Ltd | 212 | $18.0K | 0.01% | +2+1.0% | Added |
| Key Financial Inc | 200 | $16.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 170 | $14.2K | 0.00% | +170 | New |
| Bessemer Group Inc | 166 | $14.0K | 0.00% | −1−0.6% | Reduced |
| Kemnay Advisory Services Inc. | 163 | $13.6K | 0.00% | +163 | New |
| Brown Brothers Harriman & Co | 158 | $13.2K | 0.00% | +158 | New |
| Root Financial Partners, LLC | 157 | $13.1K | 0.00% | −22−12.3% | Reduced |
| SJS Investment Consulting Inc. | 153 | $12.8K | 0.00% | +152+15,200.0% | Added |
| Global Retirement Partners, LLC | 92 | $7.70K | 0.00% | −385−80.7% | Reduced |
| MAI Capital Management | 76 | $6.36K | 0.00% | +76 | New |
| Community Bank, N.A. | 73 | $6.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 65 | $5.44K | 0.00% | −17,766−99.6% | Reduced |
| Parkside Financial Bank & Trust | 65 | $5.44K | 0.00% | +6+10.2% | Added |
| Quent Capital, LLC | 65 | $5.44K | 0.00% | +60+1,200.0% | Added |
| Chesapeake Asset Management LLC | 56 | $4.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 51 | $4.27K | 0.00% | +41+410.0% | Added |
| Farmers & Merchants Investments Inc | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $3.93K | 0.00% | +21+80.8% | Added |
| ZRC Wealth Management, LLC | 46 | $3.85K | 0.00% | +46 | New |
| SageView Advisory Group, LLC | 42 | $3.52K | 0.00% | +42 | New |
| Kilter Group LLC | 39 | $3.26K | 0.00% | +22+129.4% | Added |
| Private Wealth Management Group, LLC | 34 | $2.85K | 0.00% | +34 | New |
| Elyxium Wealth, LLC | 30 | $2.51K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 28 | $2.34K | 0.00% | −13−31.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 28 | $2.34K | 0.00% | +28 | New |
| Torren Management, LLC | 28 | $2.32K | 0.00% | +28 | New |
| High Note Wealth, LLC | 27 | $2.26K | 0.00% | −7−20.6% | Reduced |
| J.Safra Asset Management Corp | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 19 | $1.59K | 0.00% | +19 | New |
| Sunbelt Securities, Inc. | 15 | $1.25K | 0.00% | +15 | New |
| Assetmark, Inc | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| CWM Advisors, LLC | 12 | $994 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $921 | 0.00% | +1+10.0% | Added |
| Zions Bancorporation, National Association | 9 | $753 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 8 | $669 | 0.00% | +2+33.3% | Added |
| Financial Consulate, Inc | 6 | $503 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $503 | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 5 | $419 | 0.00% | +1+25.0% | Added |
| MV Capital Management, Inc. | 5 | $419 | 0.00% | +5 | New |
| Trust Co | 5 | $418 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $407 | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 2 | $167 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $110 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $84 | 0.00% | −6−85.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $84 | 0.00% | −4−80.0% | Reduced |
| Activest Wealth Management | 1 | $84 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $84 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,324,813−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −223,959−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −181,325−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −163,982−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −158,057−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −78,598−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −62,683−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −27,038−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −26,696−100.0% | Sold out |
| Pullen Investment Management, LLC | 0 | $0 | 0.00% | −26,438−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,020−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,622−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −5,134−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −5,039−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,813−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Narus Financial Partners, LLC | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,641−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |