| Massmutual Trust Co FSB | 67 | $7.46K | 0.00% | −40−37.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $7.24K | 0.00% | +1+1.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $6.68K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 58 | $6.43K | 0.00% | +45+346.2% | Added |
| Huntington National Bank | 57 | $6.35K | 0.00% | −177−75.6% | Reduced |
| Tompkins Financial Corp | 50 | $5.57K | 0.00% | −100−66.7% | Reduced |
| Global Financial Private Client, LLC | 48 | $5.35K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 47 | $5.24K | 0.00% | +2+4.4% | Added |
| Pinnacle Bancorp, Inc. | 47 | $5.24K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 43 | $4.79K | 0.00% | +43 | New |
| ClariVest Asset Management LLC | 44 | $4.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $4.46K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 35 | $3.90K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 35 | $3.90K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $3.79K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 31 | $3.45K | 0.00% | −2−6.1% | Reduced |
| Westside Investment Management, Inc. | 28 | $3.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $3.01K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 27 | $3.01K | 0.00% | +27 | New |
| Elequin Capital LP | 27 | $3.01K | 0.00% | +27 | New |
| Horrell Capital Management, Inc. | 24 | $3.00K | 0.00% | −12−33.3% | Reduced |
| NBC Securities, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 33 | $3.00K | 0.00% | +33 | New |
| Manchester Capital Management LLC | 24 | $2.67K | 0.00% | −15−38.5% | Reduced |
| Capital Performance Advisors LLP | 24 | $2.67K | 0.00% | +24 | New |
| First Financial Corp | 22 | $2.45K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 21 | $2.34K | 0.00% | −51−70.8% | Reduced |
| FinTrust Capital Advisors, LLC | 21 | $2.34K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 20 | $2.23K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $2.00K | 0.00% | +6+66.7% | Added |
| Spectrum Wealth Counsel, LLC | 15 | $1.67K | 0.00% | +15 | New |
| Mather Group, LLC. | 14 | $1.56K | 0.00% | −120−89.6% | Reduced |
| Bell Investment Advisors, Inc | 14 | $1.56K | 0.00% | −11−44.0% | Reduced |
| Park Place Capital Corp | 13 | $1.45K | 0.00% | −60−82.2% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.34K | 0.00% | +2+20.0% | Added |
| Independence Bank of Kentucky | 12 | $1.34K | 0.00% | +12 | New |
| Sachetta, LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 11 | $1.23K | 0.00% | +11 | New |
| Clearstead Advisors, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 8 | $891 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8 | $891 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $780 | 0.00% | −6−46.2% | Reduced |
| HHM Wealth Advisors, LLC | 6 | $669 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $669 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $668 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 6 | $668 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $668 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $668 | 0.00% | +3+100.0% | Added |
| Riverview Trust Co | 6 | $668 | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 6 | $668 | 0.00% | +6 | New |
| Voisard Asset Management Group, Inc. | 5 | $558 | 0.00% | +4+400.0% | Added |
| Morton Brown Family Wealth, LLC | 5 | $557 | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5 | $557 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 4 | $446 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $446 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $392 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $383 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 3 | $334 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $334 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 2 | $223 | 0.00% | 00.0% | Unchanged |
| City State Bank | 2 | $223 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $223 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $112 | 0.00% | −3−75.0% | Reduced |
| PSI Advisors, LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1 | $111 | 0.00% | +1 | New |
| Safe Harbor Fiduciary, LLC | 1 | $111 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | +3 | New |
| Coston, McIsaac & Partners | 2 | $0 | 0.00% | +2 | New |
| Baupost Group LLCSuperinvestorBaupost Group | 0 | $0 | 0.00% | −1,274,248−100.0% | Sold out |
| Rubric Capital Management LP | 0 | $0 | 0.00% | −616,617−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −153,054−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −95,631−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −82,959−100.0% | Sold out |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −53,935−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −43,636−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,432−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −23,978−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −19,965−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −18,119−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −17,077−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −17,017−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −15,804−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,802−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,766−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,071−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −9,607−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,394−100.0% | Sold out |