| Private Wealth Management Group, LLC | 33 | $7.61K | 0.00% | +33 | New |
| Indiana Trust & Investment Management CO | 33 | $7.61K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $7.61K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 33 | $7.61K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $7.61K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 33 | $7.61K | 0.00% | +4+13.8% | Added |
| North Star Investment Management Corp. | 33 | $7.61K | 0.00% | +7+26.9% | Added |
| Valued Wealth Advisors LLC | 31 | $7.20K | 0.00% | +10+47.6% | Added |
| YANKCOM Partnership | 31 | $7.14K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $6.98K | 0.00% | +30 | New |
| Rosenberg Matthew Hamilton | 30 | $6.91K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 30 | $6.91K | 0.00% | +28+1,400.0% | Added |
| Burk Holdings LLC | 30 | $6.91K | 0.00% | +30 | New |
| RWM Asset Management, LLC | 28 | $6.45K | 0.00% | +28 | New |
| BOK Financial Private Wealth, Inc. | 26 | $5.99K | 0.00% | +26 | New |
| Clayton Financial Group LLC | 25 | $5.76K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $5.53K | 0.00% | +12+100.0% | Added |
| High Note Wealth, LLC | 24 | $5.53K | 0.00% | +7+41.2% | Added |
| Lodestone Wealth Management LLC | 23 | $5.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $5.07K | 0.00% | +9+69.2% | Added |
| Hughes Financial Services, LLC | 21 | $4.84K | 0.00% | +3+16.7% | Added |
| Hickory Point Bank & Trust | 20 | $4.61K | 0.00% | +20 | New |
| Addison Advisors LLC | 19 | $4.38K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 19 | $4.38K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 16 | $4.38K | 0.00% | +16 | New |
| New England Capital Financial Advisors LLC | 19 | $4.27K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $4.15K | 0.00% | +2+12.5% | Added |
| Asset Dedication, LLC | 16 | $3.69K | 0.00% | −30−65.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16 | $3.69K | 0.00% | +16 | New |
| Clean Yield Group | 16 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bayban | 16 | $3.69K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 15 | $3.46K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 15 | $3.46K | 0.00% | +8+114.3% | Added |
| HFM Investment Advisors, LLC | 14 | $3.23K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 14 | $3.23K | 0.00% | +14 | New |
| CBIZ Investment Advisory Services, LLC | 13 | $3.00K | 0.00% | −52−80.0% | Reduced |
| NVWM, LLC | 12 | $2.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 11 | $2.54K | 0.00% | −6−35.3% | Reduced |
| Cedar Mountain Advisors, LLC | 11 | $2.54K | 0.00% | +6+120.0% | Added |
| Investors Portfolio Services LLC | 9 | $2.47K | 0.00% | −1−10.0% | Reduced |
| Pacifica Partners Inc. | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $2.31K | 0.00% | +2+25.0% | Added |
| Global Wealth Strategies & Associates | 10 | $2.31K | 0.00% | +10 | New |
| Napier Financial, LLC | 10 | $2.31K | 0.00% | +10 | New |
| Independence Bank of Kentucky | 9 | $2.07K | 0.00% | −48−84.2% | Reduced |
| Imprint Wealth LLC | 8 | $1.84K | 0.01% | −42−84.0% | Reduced |
| Atwood & Palmer Inc | 8 | $1.84K | 0.00% | +8 | New |
| Magnolia Wealth Management, LLC | 8 | $1.84K | 0.00% | +8 | New |
| MidFirst Bank | 8 | $1.84K | 0.00% | +8 | New |
| TopTier Wealth Management, LLC | 8 | $1.84K | 0.00% | +8 | New |
| Operose Advisors LLC | 8 | $1.84K | 0.00% | +8 | New |
| Meramec Financial Planners, LLC | 7 | $1.79K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 7 | $1.56K | 0.00% | +7 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $1.15K | 0.00% | −4−44.4% | Reduced |
| LM Advisors LLC | 248 | $1.07K | 0.02% | +28+12.7% | Added |
| USA Financial Portformulas Corp | 4 | $922 | 0.00% | −3,159−99.9% | Reduced |
| Davis Capital Management | 4 | $922 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $922 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $922 | 0.00% | +4 | New |
| Portfolio Resources Advisor Group, Inc. | 4 | $922 | 0.00% | +4 | New |
| Intentional Wealth Strategies, LLC | 4 | $922 | 0.00% | +4 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $789 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $692 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 3 | $692 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $692 | 0.00% | +1+50.0% | Added |
| PEAK6 LLC | 3 | $639 | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 2 | $461 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $231 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 1 | $230 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $230 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −733,386−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −62,972−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −41,600−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −39,893−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −26,924−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −25,176−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −24,901−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −20,823−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −17,841−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −11,305−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,331−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −15,660−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| Keywise Capital Management (HK) Ltd | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −7,435−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,530−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,944−100.0% | Sold out |
| Silverleafe Capital Partners, LLC | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |