| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 701 | $19.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 666 | $18.0K | 0.00% | −902−57.5% | Reduced |
| National Bank of Canada | 586 | $15.9K | 0.00% | +586 | New |
| Federation des caisses Desjardins du Quebec | 540 | $14.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 516 | $14.0K | 0.00% | +446+637.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 512 | $13.9K | 0.00% | +512 | New |
| Richardson Financial Services Inc. | 461 | $12.5K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 455 | $12.3K | 0.00% | +455 | New |
| Private Trust Co NA | 450 | $12.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 444 | $12.0K | 0.00% | −71−13.8% | Reduced |
| Covestor Ltd | 434 | $12.0K | 0.01% | −256−37.1% | Reduced |
| Parkside Financial Bank & Trust | 429 | $11.6K | 0.00% | −6,684−94.0% | Reduced |
| Prestige Wealth Management Group LLC | 381 | $10.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 380 | $10.3K | 0.00% | −974−71.9% | Reduced |
| Versant Capital Management, Inc | 361 | $9.77K | 0.00% | −9−2.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 338 | $9.15K | 0.00% | +338 | New |
| Graney & King, LLC | 336 | $9.09K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 326 | $8.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 320 | $8.66K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 304 | $8.23K | 0.00% | +51+20.2% | Added |
| Northwestern Mutual Wealth Management Co | 287 | $7.77K | 0.00% | −77−21.2% | Reduced |
| Natixis | 287 | $7.77K | 0.00% | +287 | New |
| JFS Wealth Advisors, LLC | 282 | $7.63K | 0.00% | +67+31.2% | Added |
| AdvisorNet Financial, Inc | 279 | $7.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 256 | $6.93K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 243 | $6.58K | 0.00% | −425−63.6% | Reduced |
| Massmutual Trust Co FSB | 218 | $5.90K | 0.00% | −41−15.8% | Reduced |
| Grove Bank & Trust | 215 | $5.82K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 208 | $5.62K | 0.00% | +12+6.1% | Added |
| Cetera Trust Company, N.A | 190 | $5.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 185 | $5.01K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 161 | $4.36K | 0.00% | +5+3.2% | Added |
| Red Tortoise LLC | 151 | $4.09K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 149 | $4.04K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 139 | $3.76K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 114 | $3.10K | 0.00% | +114 | New |
| J.Safra Asset Management Corp | 102 | $2.76K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 92 | $2.49K | 0.00% | +92 | New |
| Caitlin John, LLC | 78 | $2.11K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 69 | $1.87K | 0.00% | −34−33.0% | Reduced |
| Zions Bancorporation, National Association | 62 | $1.68K | 0.00% | +62 | New |
| Fortitude Family Office, LLC | 59 | $1.60K | 0.00% | −58−49.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 55 | $1.49K | 0.00% | −12−17.9% | Reduced |
| ZRC Wealth Management, LLC | 47 | $1.27K | 0.00% | +47 | New |
| Larson Financial Group LLC | 46 | $1.25K | 0.00% | +3+7.0% | Added |
| Retirement Wealth Solutions LLC | 42 | $1.14K | 0.00% | +14+50.0% | Added |
| Rothschild Investment LLC | 41 | $1.11K | 0.00% | +6+17.1% | Added |
| UMA Financial Services, Inc. | 37 | $1.00K | 0.00% | +37 | New |
| Avion Wealth | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $975 | 0.00% | −5−12.2% | Reduced |
| Rialto Wealth Management, LLC | 29 | $785 | 0.00% | −10−25.6% | Reduced |
| Cromwell Holdings LLC | 28 | $758 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $704 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 24 | $649 | 0.00% | −74−75.5% | Reduced |
| Hughes Financial Services, LLC | 24 | $649 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $622 | 0.00% | +8+53.3% | Added |
| Rossby Financial, LCC | 23 | $622 | 0.00% | +23 | New |
| Sunbelt Securities, Inc. | 19 | $514 | 0.00% | −87−82.1% | Reduced |
| HFM Investment Advisors, LLC | 15 | $406 | 0.00% | −5−25.0% | Reduced |
| SBI Securities Co., Ltd. | 14 | $379 | 0.00% | +1+7.7% | Added |
| Signature Resources Capital Management, LLC | 13 | $352 | 0.00% | +13 | New |
| Signature Equity Partners, LLC | 13 | $352 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 12 | $316 | 0.00% | −17−58.6% | Reduced |
| Dunhill Financial, LLC | 4 | $117 | 0.00% | +4 | New |
| Toronto Dominion Bank | 4 | $112 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $109 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $108 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $82 | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $59 | 0.00% | −1−33.3% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $54 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $27 | 0.00% | −47−97.9% | Reduced |
| Harbour Investments, Inc. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $27 | 0.00% | +1 | New |
| Pertento Partners LLP | 0 | $0 | 0.00% | −1,337,883−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −725,059−100.0% | Sold out |
| Sycale Advisors (NY) LLC | 0 | $0 | 0.00% | −620,158−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −353,850−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −257,471−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −220,396−100.0% | Sold out |
| Helix Partners Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −159,167−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −157,322−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −140,814−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −127,461−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −102,412−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −99,305−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −94,470−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −79,309−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −72,119−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −65,808−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −63,497−100.0% | Sold out |
| Epacria Capital Partners, LLC | 0 | $0 | 0.00% | −58,003−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −54,407−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −53,496−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −48,617−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −43,700−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −36,919−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −31,560−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
