| CoreCap Advisors, LLC | 55 | $2.57K | 0.00% | +3+5.8% | Added |
| Central Trust Co | 55 | $2.55K | 0.00% | +4+7.8% | Added |
| Johnson Financial Group, Inc. | 52 | $2.43K | 0.00% | −125−70.6% | Reduced |
| Grove Bank & Trust | 52 | $2.43K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 50 | $2.33K | 0.00% | +50 | New |
| Plato Investment Management Ltd | 48 | $2.25K | 0.00% | −11,004−99.6% | Reduced |
| Cape Investment Advisory, Inc. | 48 | $2.25K | 0.00% | +48 | New |
| Meramec Financial Planners, LLC | 43 | $2.23K | 0.00% | +43 | New |
| Hughes Financial Services, LLC | 47 | $2.19K | 0.00% | −19−28.8% | Reduced |
| Creative Financial Designs Inc | 45 | $2.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $2.05K | 0.00% | −53−54.6% | Reduced |
| IFC & Insurance Marketing, Inc. | 45 | $2.00K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 42 | $1.96K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $1.87K | 0.00% | +40 | New |
| Howard Hughes Medical Institute | 37 | $1.73K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 36 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 33 | $1.54K | 0.00% | +22+200.0% | Added |
| Sankala Group LLC | 30 | $1.47K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $1.40K | 0.00% | −2−6.3% | Reduced |
| Bruce G. Allen Investments, LLC | 30 | $1.40K | 0.00% | −168−84.8% | Reduced |
| Anfield Capital Management, LLC | 30 | $1.40K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $1.39K | 0.00% | −58−66.7% | Reduced |
| Kilter Group LLC | 26 | $1.21K | 0.00% | +26 | New |
| Basecamp Wealth Advisors LLC | 26 | $1.21K | 0.00% | +26 | New |
| Kingdom Financial Group LLC. | 22 | $1.03K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 22 | $1.03K | 0.00% | +22 | New |
| Valley National Advisers Inc | 23 | $1.00K | 0.00% | +23 | New |
| Smallwood Wealth Investment Management, LLC | 20 | $933 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $840 | 0.00% | +18 | New |
| Medallion Wealth Advisors, LLC | 17 | $794 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 16 | $747 | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 16 | $746 | 0.00% | +2+14.3% | Added |
| SJS Investment Consulting Inc. | 15 | $701 | 0.00% | +9+150.0% | Added |
| Financial Management Professionals, Inc. | 15 | $700 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $607 | 0.00% | +1+8.3% | Added |
| Aspect Partners, LLC | 12 | $560 | 0.00% | +12 | New |
| CVA Family Office, LLC | 11 | $513 | 0.00% | +11 | New |
| Fairman Group, LLC | 10 | $467 | 0.00% | −10−50.0% | Reduced |
| Distillate Capital Partners LLC | 10 | $467 | 0.00% | +10 | New |
| Clayton Financial Group LLC | 10 | $467 | 0.00% | +10 | New |
| Princeton Global Asset Management LLC | 9 | $420 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 8 | $379 | 0.00% | +5+166.7% | Added |
| Chilton Capital Management LLC | 8 | $374 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $327 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $281 | 0.00% | −30−83.3% | Reduced |
| Bayban | 6 | $280 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 5 | $234 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $141 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $140 | 0.00% | −16−84.2% | Reduced |
| Eastern Bank | 3 | $140 | 0.00% | +3 | New |
| Hudson Bay Capital Management LP | 3 | $140 | 0.00% | +3 | New |
| Cypress Capital Management LLC (WY) | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $93 | 0.00% | +2 | New |
| Safe Harbor Fiduciary, LLC | 2 | $93 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $47 | 0.00% | −10−90.9% | Reduced |
| American Capital Advisory, LLC | 1 | $47 | 0.00% | −1−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −35−81.4% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 0 | $0 | 0.00% | −726,498−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −643,332−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −523,321−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −342,714−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −298,920−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −265,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −194,607−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −180,644−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −164,150−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −138,386−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −122,100−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −99,445−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −91,515−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −90,724−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −88,063−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −74,970−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −72,942−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −67,289−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −64,396−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −59,086−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −55,654−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −44,106−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −43,666−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −43,006−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −42,094−100.0% | Sold out |
| Scott & Selber, Inc. | 0 | $0 | 0.00% | −41,910−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −39,749−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −37,306−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −33,145−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −28,836−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −28,214−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −26,265−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −25,628−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −25,472−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −25,103−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −23,070−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −20,894−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −20,223−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −19,506−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −19,202−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −18,756−100.0% | Sold out |