| Bessemer Group Inc | 350 | $18.0K | 0.00% | −638−64.6% | Reduced |
| First Horizon Advisors, Inc. | 351 | $17.7K | 0.00% | −6−1.7% | Reduced |
| Huntington National Bank | 348 | $17.6K | 0.00% | +8+2.4% | Added |
| Private Trust Co NA | 315 | $15.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 303 | $15.0K | 0.01% | +22+7.8% | Added |
| NBT Bank N A | 266 | $13.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $13.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $12.6K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 248 | $12.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 246 | $12.4K | 0.00% | +119+93.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 234 | $11.8K | 0.01% | −4,825−95.4% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $10.1K | 0.01% | +200 | New |
| Allworth Financial LP | 165 | $9.34K | 0.00% | +116+236.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 177 | $8.94K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 169 | $8.53K | 0.01% | −10−5.6% | Reduced |
| JFS Wealth Advisors, LLC | 172 | $8.16K | 0.00% | +76+79.2% | Added |
| Hemington Wealth Management | 165 | $8.00K | 0.00% | +69+71.9% | Added |
| Fortitude Family Office, LLC | 140 | $7.07K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 135 | $6.82K | 0.00% | +12+9.8% | Added |
| Beaird Harris Wealth Management, LLC | 131 | $6.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $6.51K | 0.00% | −34−20.9% | Reduced |
| Harbour Investments, Inc. | 126 | $6.36K | 0.00% | +19+17.8% | Added |
| Ronald Blue Trust, Inc. | 125 | $6.31K | 0.00% | −1,784−93.5% | Reduced |
| Key Financial Inc | 112 | $5.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $5.45K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 108 | $5.45K | 0.00% | +108 | New |
| Bokf, NA | 96 | $4.83K | 0.00% | −40−29.4% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $4.04K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 79 | $3.99K | 0.00% | +79 | New |
| Geneos Wealth Management Inc. | 76 | $3.84K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 65 | $3.29K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 56 | $2.83K | 0.00% | +56 | New |
| Raleigh Capital Management Inc. | 55 | $2.78K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 48 | $2.42K | 0.00% | +48 | New |
| Cullen/Frost Bankers, Inc. | 42 | $2.12K | 0.00% | −19−31.1% | Reduced |
| SJS Investment Consulting Inc. | 42 | $2.12K | 0.00% | −1−2.3% | Reduced |
| Avion Wealth | 44 | $2.00K | 0.00% | +6+15.8% | Added |
| DiNuzzo Private Wealth, Inc. | 38 | $1.92K | 0.00% | +6+18.8% | Added |
| Colonial Trust Co | 38 | $1.92K | 0.00% | +38 | New |
| Foster Dykema Cabot & Partners, LLC | 36 | $1.82K | 0.00% | −36−50.0% | Reduced |
| Continuum Advisory, LLC | 32 | $1.62K | 0.00% | −3−8.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 28 | $1.41K | 0.00% | +28 | New |
| Insight Financial Services | 23 | $1.16K | 0.00% | +1+4.5% | Added |
| GeoWealth Management, LLC | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $707 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $656 | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 11 | $555 | 0.00% | +11 | New |
| Mather Group, LLC. | 10 | $505 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $505 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 9 | $454 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $454 | 0.00% | +9 | New |
| Salem Investment Counselors Inc | 8 | $404 | 0.00% | +8 | New |
| New Millennium Group LLC | 7 | $353 | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 121 | $332 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $303 | 0.00% | +6 | New |
| Kohmann Bosshard Financial Services, LLC | 6 | $303 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 5 | $252 | 0.00% | +5 | New |
| Birchbrook, Inc. | 53 | $146 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $101 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $101 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $50 | 0.00% | +1 | New |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −442,841−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −202,063−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −180,500−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −160,010−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −98,968−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −156,849−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −76,020−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −53,258−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −37,799−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −36,408−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −36,307−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −34,855−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −33,136−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,759−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −30,572−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −25,315−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −23,750−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,377−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −19,829−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,523−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −16,704−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −15,332−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,051−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,365−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −8,887−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,858−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −8,125−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,560−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −6,661−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,825−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −5,624−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
