| Caldwell Trust Co | 38 | $5.24K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 37 | $5.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $4.82K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 31 | $4.27K | 0.00% | +31 | New |
| FSA Wealth Management LLC | 30 | $4.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $4.13K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $3.58K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 26 | $3.58K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 25 | $3.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.03K | 0.00% | −12−35.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 21 | $2.89K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $2.89K | 0.00% | +11+110.0% | Added |
| Crewe Advisors LLC | 21 | $2.89K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 20 | $2.76K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $2.76K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 19 | $2.62K | 0.04% | +19 | New |
| Sachetta, LLC | 18 | $2.48K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 18 | $2.48K | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 17 | $2.34K | 0.00% | +8+88.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16 | $2.20K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $2.20K | 0.00% | +11+220.0% | Added |
| Motco | 15 | $2.07K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | −614−96.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $1.93K | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 13 | $1.79K | 0.00% | +13 | New |
| Clark Wealth Partners | 13 | $1.79K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 9 | $1.24K | 0.00% | +3+50.0% | Added |
| WestEnd Advisors, LLC | 9 | $1.24K | 0.00% | +6+200.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $1.17K | 0.00% | +1+12.5% | Added |
| TFC Financial Management | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $1.10K | 0.00% | +8 | New |
| Winnow Wealth LLC | 8 | $996 | 0.00% | +3+60.0% | Added |
| Parkworth Wealth Management, Inc. | 7 | $964 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $964 | 0.00% | +7 | New |
| Redwood Park Advisors LLC | 5 | $689 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $689 | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 4 | $552 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $551 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4 | $551 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $551 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 3 | $414 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $413 | 0.00% | +3 | New |
| Stonebridge Financial Group, LLC | 2 | $276 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $276 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $276 | 0.00% | +2 | New |
| NVWM, LLC | 1 | $138 | 0.00% | +1 | New |
| Greenline Partners, LLC | 1 | $138 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −695,922−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −254,605−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −182,200−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −148,173−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −101,609−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −88,732−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −81,499−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −43,819−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −34,863−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −21,059−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −16,987−100.0% | Sold out |
| Burford Brothers, Inc. | 0 | $0 | 0.00% | −10,617−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −9,226−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,981−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −8,926−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −7,266−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −7,261−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −6,394−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −6,327−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,311−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,792−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,707−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −4,732−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,060−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| American Alpha Advisors, LLC | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −3,754−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| First Financial Bank - Trust Division | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −3,583−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Sovereign Investment Advisors, LLC | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| XY Planning Network, Inc. | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −2,218−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −2,178−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,995−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −1,969−100.0% | Sold out |