| Tobam | 161 | $65.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 155 | $62.2K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 141 | $57.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 130 | $52.0K | 0.01% | −15−10.3% | Reduced |
| Freedman Financial Associates, Inc. | 129 | $52.0K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 118 | $47.0K | 0.01% | +80+210.5% | Added |
| Evolution Wealth Advisors, LLC | 109 | $44.0K | 0.01% | +41+60.3% | Added |
| Group One Trading, L.P. | 100 | $40.0K | 0.00% | +100 | New |
| Highlander Capital Management, LLC | 100 | $40.0K | 0.02% | +100 | New |
| Carolinas Wealth Consulting LLC | 96 | $39.0K | 0.01% | −9−8.6% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 95 | $38.2K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 90 | $36.0K | 0.00% | −101−52.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 86 | $35.0K | 0.00% | −13−13.1% | Reduced |
| CX Institutional | 88 | $35.0K | 0.00% | +14+18.9% | Added |
| WealthShield Partners, LLC | 85 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 80 | $32.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 76 | $31.0K | 0.00% | −5−6.2% | Reduced |
| First Horizon Corp | 79 | $31.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 75 | $30.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 74 | $30.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 75 | $30.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 75 | $30.0K | 0.01% | +75 | New |
| Whittier Trust Co of Nevada Inc | 63 | $25.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 60 | $24.0K | 0.01% | −27−31.0% | Reduced |
| Trustcore Financial Services, LLC | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 55 | $22.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 53 | $21.0K | 0.00% | −185−77.7% | Reduced |
| Bogart Wealth, LLC | 51 | $21.0K | 0.00% | −1−1.9% | Reduced |
| Private Capital Group, LLC | 51 | $21.0K | 0.00% | +21+70.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $20.1K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 42 | $17.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 41 | $16.0K | 0.02% | +41 | New |
| Lindbrook Capital, LLC | 38 | $15.0K | 0.00% | −8−17.4% | Reduced |
| West Paces Advisors Inc. | 33 | $13.3K | 0.00% | +33 | New |
| TD Private Client Wealth LLC | 30 | $12.1K | 0.00% | +7+30.4% | Added |
| Central Trust Co | 30 | $12.0K | 0.00% | −5−14.3% | Reduced |
| Halpern Financial, Inc. | 28 | $11.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 24 | $10.0K | 0.00% | +24 | New |
| Enterprise Financial Services Corp | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $6.00K | 0.00% | +3+25.0% | Added |
| Massmutual Trust Co FSB | 14 | $6.00K | 0.00% | +12+600.0% | Added |
| Strategic Blueprint, LLC | 15 | $6.00K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $4.02K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $4.00K | 0.00% | −41−80.4% | Reduced |
| Sit Investment Associates Inc | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $4.00K | 0.00% | +1+11.1% | Added |
| BerganKDV Wealth Management, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11 | $4.00K | 0.00% | +7+175.0% | Added |
| Baldwin Brothers Inc | 10 | $4.00K | 0.00% | +10 | New |
| Newbridge Financial Services Group, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $2.85K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $2.00K | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $1.00K | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 3 | $1.00K | 0.00% | +3 | New |
| Eagle Bay Advisors LLC | 1 | $1.00K | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −142,595−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −51,205−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −33,082−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,111−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −6,849−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,557−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |