| Sound Income Strategies, LLC | 2,040 | $46.1K | 0.00% | +2,040 | New |
| DekaBank Deutsche Girozentrale | 2,027 | $45.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,806 | $40.8K | 0.00% | +484+36.6% | Added |
| Versant Capital Management, Inc | 1,605 | $36.2K | 0.01% | +1,400+682.9% | Added |
| Corebridge Financial, Inc. | 1,595 | $36.0K | 0.00% | −56−3.4% | Reduced |
| Capital Performance Advisors LLP | 1,555 | $35.1K | 0.01% | +1,555 | New |
| GAMMA Investing LLC | 1,545 | $34.9K | 0.00% | +1,265+451.8% | Added |
| Ronald Blue Trust, Inc. | 1,776 | $34.5K | 0.00% | +1,025+136.5% | Added |
| Clearstead Advisors, LLC | 1,392 | $31.4K | 0.00% | +125+9.9% | Added |
| Covestor Ltd | 1,242 | $28.0K | 0.02% | −4−0.3% | Reduced |
| Allworth Financial LP | 1,123 | $25.4K | 0.00% | +155+16.0% | Added |
| Danske Bank A/S | 1,100 | $24.8K | 0.00% | −500−31.3% | Reduced |
| Jones Financial Companies LLLP | 1,044 | $23.7K | 0.00% | +917+722.0% | Added |
| Jaffetilchin Investment Partners, LLC | 1,045 | $23.6K | 0.00% | +1,045 | New |
| Van Eck Associates Corp | 1,384 | $21.0K | 0.00% | −738−34.8% | Reduced |
| Picton Mahoney Asset Management | 904 | $21.0K | 0.00% | +841+1,334.9% | Added |
| Lindbrook Capital, LLC | 877 | $19.8K | 0.00% | +549+167.4% | Added |
| Northwestern Mutual Wealth Management Co | 816 | $18.4K | 0.00% | −258−24.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 560 | $12.6K | 0.00% | +560 | New |
| SRS Capital Advisors, Inc. | 529 | $11.9K | 0.00% | +529 | New |
| Storebrand Asset Management AS | 486 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 479 | $10.9K | 0.00% | +432+919.1% | Added |
| Farther Finance Advisors, LLC | 431 | $9.73K | 0.00% | +92+27.1% | Added |
| Parkside Financial Bank & Trust | 361 | $8.15K | 0.00% | −68−15.9% | Reduced |
| Signaturefd, LLC | 342 | $7.72K | 0.00% | +215+169.3% | Added |
| Mechanics Financial Corp | 300 | $6.77K | 0.00% | +300 | New |
| Huntington National Bank | 297 | $6.71K | 0.00% | +164+123.3% | Added |
| Skopos Labs, Inc. | 257 | $5.80K | 0.00% | +257 | New |
| Quadrant Capital Group LLC | 254 | $5.74K | 0.00% | +226+807.1% | Added |
| Steward Partners Investment Advisory, LLC | 248 | $5.60K | 0.00% | +248 | New |
| Abich Financial Wealth Management LLC | 243 | $5.49K | 0.01% | +180+285.7% | Added |
| EverSource Wealth Advisors, LLC | 238 | $5.37K | 0.00% | +99+71.2% | Added |
| IFP Advisors, Inc | 141 | $3.18K | 0.00% | +108+327.3% | Added |
| Private Wealth Management Group, LLC | 127 | $2.87K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $2.53K | 0.00% | +76+211.1% | Added |
| Principal Securities, Inc. | 80 | $1.81K | 0.00% | −3−3.6% | Reduced |
| Hexagon Capital Partners LLC | 79 | $1.78K | 0.00% | −27−25.5% | Reduced |
| True Wealth Design, LLC | 75 | $1.69K | 0.00% | +75 | New |
| C M Bidwell & Associates Ltd | 72 | $1.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 69 | $1.56K | 0.00% | +44+176.0% | Added |
| Aster Capital Management (DIFC) Ltd | 53 | $1.20K | 0.00% | +53 | New |
| St Germain D J Co Inc | 52 | $1.17K | 0.00% | +52 | New |
| Asset Dedication, LLC | 51 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 49 | $1.11K | 0.00% | −114−69.9% | Reduced |
| Avion Wealth | 69 | $1.00K | 0.00% | +47+213.6% | Added |
| Activest Wealth Management | 41 | $926 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 39 | $884 | 0.00% | +39 | New |
| CVA Family Office, LLC | 38 | $858 | 0.00% | +15+65.2% | Added |
| Sachetta, LLC | 31 | $700 | 0.00% | −60−65.9% | Reduced |
| Massmutual Trust Co FSB | 30 | $677 | 0.00% | −41−57.7% | Reduced |
| Stephens Consulting, LLC | 21 | $475 | 0.00% | +21 | New |
| AdvisorNet Financial, Inc | 18 | $406 | 0.00% | −27−60.0% | Reduced |
| CIBC Private Wealth Group, LLC | 17 | $384 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $361 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 12 | $271 | 0.00% | +12 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12 | $270 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 6 | $135 | 0.00% | +6 | New |
| First Personal Financial Services | 5 | $113 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 4 | $91 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $90 | 0.00% | −1−20.0% | Reduced |
| Proequities, Inc. | 3 | $67 | 0.00% | +3 | New |
| Key Financial Inc | 2 | $45 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 20 | $0 | 0.00% | +20 | New |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −2,884,661−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −525,044−100.0% | Sold out |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −504,257−100.0% | Sold out |
| Meritech Capital Associates V L.L.C. | 0 | $0 | 0.00% | −494,236−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −314,862−100.0% | Sold out |
| Blue Water Life Science Advisors, LLC | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −210,200−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −195,762−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −154,482−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −101,301−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −68,737−100.0% | Sold out |
| Prosight Management, LP | 0 | $0 | 0.00% | −49,021−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −47,974−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −44,725−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −42,755−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −35,924−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −24,394−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −21,247−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −19,015−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −16,273−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −14,621−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −12,677−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,672−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −12,624−100.0% | Sold out |
| Parus Finance (UK) Ltd | 0 | $0 | 0.00% | −12,180−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −11,999−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,383−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −10,861−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
