| Ronald Blue Trust, Inc. | 549 | $32.2K | 0.00% | +26+5.0% | Added |
| CBIZ Investment Advisory Services, LLC | 543 | $32.1K | 0.00% | +75+16.0% | Added |
| Umb Bank N A | 535 | $31.4K | 0.00% | +177+49.4% | Added |
| Los Angeles Capital Management LLC | 509 | $29.8K | 0.00% | +509 | New |
| Wiser Advisor Group LLC | 450 | $26.4K | 0.03% | +4+0.9% | Added |
| Atlantic Trust, LLC | 426 | $25.0K | 0.00% | −43−9.2% | Reduced |
| Cornerstone Planning Group LLC | 376 | $22.6K | 0.00% | +340+944.4% | Added |
| Basecamp Wealth Advisors LLC | 373 | $21.9K | 0.00% | +373 | New |
| Steward Partners Investment Advisory, LLC | 359 | $21.1K | 0.00% | −130−26.6% | Reduced |
| Kemnay Advisory Services Inc. | 342 | $20.1K | 0.00% | +342 | New |
| Centerpoint Advisors, LLC | 326 | $19.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 279 | $16.4K | 0.00% | −89−24.2% | Reduced |
| Signaturefd, LLC | 264 | $15.5K | 0.00% | −2−0.8% | Reduced |
| Westside Investment Management, Inc. | 242 | $14.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 207 | $12.1K | 0.00% | −16−7.2% | Reduced |
| Versant Capital Management, Inc | 156 | $9.16K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 148 | $8.69K | 0.00% | −251−62.9% | Reduced |
| Rothschild Investment LLC | 147 | $8.63K | 0.00% | +12+8.9% | Added |
| Bare Financial Services, Inc | 146 | $8.57K | 0.00% | +12+9.0% | Added |
| Ancora Advisors, LLC | 144 | $8.45K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 136 | $7.99K | 0.00% | +136 | New |
| Northwestern Mutual Wealth Management Co | 130 | $7.63K | 0.00% | −31−19.3% | Reduced |
| Whittier Trust Co | 128 | $7.53K | 0.00% | −188−59.5% | Reduced |
| Accent Capital Management, LLC | 119 | $7.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 112 | $6.58K | 0.00% | +47+72.3% | Added |
| Clearstead Advisors, LLC | 101 | $5.93K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $5.81K | 0.00% | −16−13.9% | Reduced |
| TD Private Client Wealth LLC | 82 | $4.81K | 0.00% | −3−3.5% | Reduced |
| Dogwood Wealth Management LLC | 78 | $4.58K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 77 | $4.52K | 0.00% | −7−8.3% | Reduced |
| Kilter Group LLC | 69 | $4.05K | 0.00% | +69 | New |
| Essential Partners LLC | 68 | $3.99K | 0.00% | +38+126.7% | Added |
| Brown Brothers Harriman & Co | 67 | $3.93K | 0.00% | −15−18.3% | Reduced |
| IMG Wealth Management, Inc. | 67 | $3.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $3.52K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 59 | $3.46K | 0.00% | +12+25.5% | Added |
| Keating Financial Advisory Services, Inc. | 47 | $2.76K | 0.00% | +47 | New |
| Private Wealth Management Group, LLC | 45 | $2.64K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 38 | $2.23K | 0.00% | −50−56.8% | Reduced |
| CX Institutional | 26 | $2.00K | 0.00% | +26 | New |
| Fortitude Family Office, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 31 | $1.82K | 0.00% | +15+93.8% | Added |
| Webster Bank, N. A. | 26 | $1.53K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 24 | $1.38K | 0.00% | +24 | New |
| International Assets Investment Management, LLC | 20 | $1.17K | 0.00% | +20 | New |
| Ankerstar Wealth, LLC | 19 | $1.13K | 0.00% | +19 | New |
| Crewe Advisors LLC | 19 | $1.12K | 0.00% | +19 | New |
| Motco | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 17 | $998 | 0.00% | +17 | New |
| Financial Network Wealth Advisors LLC | 16 | $939 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $822 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $822 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14 | $822 | 0.00% | +14 | New |
| Sunrise Financial Services, LLC | 14 | $822 | 0.00% | +14 | New |
| Simplex Trading, LLC | 13 | $763 | 0.00% | −87−87.0% | Reduced |
| CoreCap Advisors, LLC | 11 | $646 | 0.00% | +11 | New |
| Godfrey Financial Associates, Inc. | 11 | $646 | 0.00% | +11 | New |
| Abound Wealth Management | 10 | $603 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 10 | $587 | 0.01% | +10 | New |
| Financial Consulate, Inc | 9 | $529 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $529 | 0.00% | +9 | New |
| Larson Financial Group LLC | 8 | $470 | 0.00% | −6−42.9% | Reduced |
| Private Wealth Asset Management, LLC | 6 | $352 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $308 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 4 | $235 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 2 | $117 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2,343 | – | – | +2,338+46,760.0% | Added |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −283,173−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −41,938−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −13,859−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −10,132−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,135−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −7,098−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,361−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −6,239−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,747−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,647−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −2,935−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
