| Old Point Trust & Financial Services N A | 70 | $9.52K | 0.00% | +70 | New |
| Colonial Trust Co | 69 | $9.24K | 0.00% | −27−28.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 67 | $9.00K | 0.01% | +67 | New |
| ORG Partners LLC | 67 | $8.79K | 0.00% | +67 | New |
| True Wealth Design, LLC | 57 | $7.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 56 | $7.61K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 55 | $7.48K | 0.00% | +19+52.8% | Added |
| GHP Investment Advisors, Inc. | 46 | $7.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $6.93K | 0.00% | −1−1.9% | Reduced |
| Thompson Investment Management, Inc. | 50 | $6.80K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 43 | $5.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $5.71K | 0.00% | +7+20.0% | Added |
| SJS Investment Consulting Inc. | 40 | $5.44K | 0.00% | +16+66.7% | Added |
| Disciplined Investments, LLC | 40 | $5.44K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 38 | $5.17K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 37 | $5.03K | 0.00% | +37 | New |
| WealthPLAN Partners, LLC | 35 | $4.76K | 0.00% | −15−30.0% | Reduced |
| Gradient Investments LLC | 30 | $4.08K | 0.00% | +28+1,400.0% | Added |
| Atlas Capital Advisors LLC | 30 | $4.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 33 | $4.00K | 0.00% | +33 | New |
| Independence Bank of Kentucky | 29 | $3.94K | 0.00% | +29 | New |
| Ridgewood Investments LLC | 27 | $3.64K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 19 | $3.00K | 0.00% | −4,700−99.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 20 | $2.72K | 0.00% | −59−74.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 20 | $2.72K | 0.00% | +20 | New |
| Missouri Trust & Investment Co | 20 | $2.72K | 0.00% | +20 | New |
| Sofos Investments, Inc. | 136 | $2.57K | 0.01% | +4+3.0% | Added |
| Hollencrest Capital Management | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $2.30K | 0.00% | +17 | New |
| Eagle Bay Advisors LLC | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $1.90K | 0.00% | +14 | New |
| Beacon Capital Management, LLC | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.63K | 0.00% | −257−95.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $1.24K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.22K | 0.00% | +9 | New |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | −4−33.3% | Reduced |
| Safeguard Financial, LLC | 7 | $1.00K | 0.00% | +7 | New |
| MUFG Securities EMEA plc | 7 | $952 | 0.00% | +7 | New |
| Carolinas Wealth Consulting LLC | 6 | $816 | 0.00% | −41−87.2% | Reduced |
| ICA Group Wealth Management, LLC | 6 | $816 | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 6 | $803 | 0.00% | +6 | New |
| Paloma Partners Management Co | 5 | $680 | 0.00% | −9,809−99.9% | Reduced |
| Wolff Wiese Magana LLC | 5 | $680 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $544 | 0.00% | +4 | New |
| Crewe Advisors LLC | 1 | $136 | 0.00% | +1 | New |
| Comerica Bank | 186,494 | $36 | 0.00% | +186,494 | New |
| TSFG, LLC | 1 | $0 | 0.00% | +1 | New |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −345,884−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −154,056−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −32,269−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −19,650−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,547−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −12,251−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| Harvest Portfolios Group Inc. | 0 | $0 | 0.00% | −11,326−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −6,715−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,867−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,703−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,459−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −2,913−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |