| Brown Brothers Harriman & Co | 219 | $15.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 217 | $15.6K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 208 | $15.0K | 0.01% | +208 | New |
| Riverview Trust Co | 204 | $14.7K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 200 | $14.4K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 197 | $14.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 188 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 188 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 172 | $12.4K | 0.00% | +14+8.9% | Added |
| First Capital Advisors Group, LLC. | 168 | $12.1K | 0.01% | +168 | New |
| Steward Financial Group LLC | 170 | $12.0K | 0.00% | +170 | New |
| Koesten, Hirschmann & Crabtree, INC. | 159 | $11.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 150 | $10.8K | 0.00% | +150 | New |
| BDO Wealth Advisors, LLC | 146 | $10.5K | 0.00% | +35+31.5% | Added |
| Cyrus J. Lawrence, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 135 | $10.0K | 0.00% | +135 | New |
| Fuller & Thaler Asset Management, Inc. | 130 | $9.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 128 | $9.22K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 116 | $8.35K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 107 | $7.71K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $7.20K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 99 | $7.13K | 0.00% | −5−4.8% | Reduced |
| RFP Financial Group LLC | 98 | $7.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 94 | $6.77K | 0.00% | −71−43.0% | Reduced |
| Systematic Financial Management LP | 90 | $6.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 87 | $6.27K | 0.00% | +38+77.6% | Added |
| Lee Financial Co | 83 | $6.01K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 87 | $6.00K | 0.00% | +5+6.1% | Added |
| Johnson Financial Group, Inc. | 80 | $5.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $5.55K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 74 | $5.33K | 0.00% | +74 | New |
| Concord Wealth Partners | 71 | $5.15K | 0.00% | +62+688.9% | Added |
| Coston, McIsaac & Partners | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 68 | $4.90K | 0.00% | +68 | New |
| Core Wealth Advisors, Inc. | 66 | $4.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 65 | $4.68K | 0.00% | +18+38.3% | Added |
| USA Financial Portformulas Corp | 57 | $4.11K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 56 | $4.03K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 54 | $3.89K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 52 | $3.75K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $3.53K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 48 | $3.46K | 0.00% | +2+4.3% | Added |
| Acima Private Wealth, LLC | 42 | $3.02K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 42 | $3.02K | 0.00% | +42 | New |
| Manchester Capital Management LLC | 39 | $2.81K | 0.00% | +16+69.6% | Added |
| SJS Investment Consulting Inc. | 38 | $2.74K | 0.00% | −3−7.3% | Reduced |
| SOA Wealth Advisors, LLC. | 36 | $2.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $2.31K | 0.00% | +32 | New |
| SRS Capital Advisors, Inc. | 31 | $2.27K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 29 | $2.09K | 0.00% | −7−19.4% | Reduced |
| JNBA Financial Advisors | 29 | $2.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | −13−32.5% | Reduced |
| Financial Management Professionals, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $1.95K | 0.00% | −263−90.7% | Reduced |
| Sofos Investments, Inc. | 72 | $1.94K | 0.01% | +72 | New |
| Park Place Capital Corp | 24 | $1.73K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $1.37K | 0.00% | −261−93.2% | Reduced |
| Pinnacle Financial Partners Inc | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 17 | $1.23K | 0.00% | +17 | New |
| Avion Wealth | 28 | $1.00K | 0.00% | +21+300.0% | Added |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Venturi Wealth Management, LLC | 9 | $649 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 9 | $648 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 8 | $550 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $361 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $289 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3 | $216 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 302,415 | $33 | 0.00% | +302,415 | New |
| Altrinsic Global Advisors LLC | 0 | $0 | 0.00% | −97,364−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −76,939−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −75,915−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −62,827−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −60,692−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −55,280−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −53,689−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −37,171−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −33,098−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −31,650−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −29,722−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,806−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,827−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −22,888−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −21,362−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −19,514−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −16,487−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −15,507−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,124−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,848−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −12,049−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −9,968−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −8,615−100.0% | Sold out |