| Birchbrook, Inc. | 21 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $16.5K | 0.01% | +5+33.3% | Added |
| Old Point Trust & Financial Services N A | 20 | $16.3K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 20 | $16.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $16.3K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $16.3K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 20 | $16.0K | 0.01% | −23−53.5% | Reduced |
| FNY Investment Advisers, LLC | 200 | $16.0K | 0.01% | +200 | New |
| Pacific Capital Wealth Advisors, Inc | 19 | $15.5K | 0.00% | +3+18.8% | Added |
| Northwest Capital Management Inc | 18 | $14.8K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 18 | $14.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $13.9K | 0.00% | −47−73.4% | Reduced |
| Redmont Wealth Advisors LLC | 17 | $13.9K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 17 | $13.9K | 0.00% | 00.0% | Unchanged |
| Motco | 16 | $13.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 15 | $12.2K | 0.00% | +15 | New |
| Fortis Group Advisors, LLC | 15 | $12.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $12.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $11.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $10.6K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 12 | $9.79K | 0.00% | −3,063−99.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 11 | $8.98K | 0.00% | −98−89.9% | Reduced |
| Pinnacle Bancorp, Inc. | 11 | $8.98K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $8.16K | 0.00% | −11,370−99.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 10 | $8.16K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 10 | $8.16K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $8.16K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 10 | $8.16K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 10 | $8.16K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $8.16K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 9 | $7.34K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $7.34K | 0.01% | +9 | New |
| Planning Capital Management Corp | 8 | $6.78K | 0.00% | −16−66.7% | Reduced |
| Arcadia Investment Management Corp | 8 | $6.53K | 0.00% | +8 | New |
| First Personal Financial Services | 8 | $6.53K | 0.00% | +8 | New |
| Hilltop National Bank | 8 | $6.53K | 0.00% | +8 | New |
| Avion Wealth | 8 | $6.00K | 0.00% | −2−20.0% | Reduced |
| Hartford Financial Management Inc. | 7 | $5.71K | 0.00% | −92−92.9% | Reduced |
| Legend Financial Advisors, Inc. | 7 | $5.71K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 6 | $5.01K | 0.02% | +6 | New |
| Capital Analysts, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6 | $4.91K | 0.00% | −8−57.1% | Reduced |
| Frazier Financial Advisors, LLC | 6 | $4.90K | 0.00% | −4−40.0% | Reduced |
| Pacific Center for Financial Services | 6 | $4.90K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 6 | $4.90K | 0.00% | −6−50.0% | Reduced |
| Heritage Wealth Advisors | 6 | $4.90K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 5 | $4.08K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 5 | $4.08K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $4.08K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 5 | $4.08K | 0.00% | +5 | New |
| Foster Dykema Cabot & Partners, LLC | 4 | $3.27K | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 4 | $3.27K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $3.27K | 0.00% | +2+100.0% | Added |
| Reston Wealth Management LLC | 3 | $2.45K | 0.00% | +3 | New |
| Claris Advisors, LLC | 3 | $2.45K | 0.00% | +3 | New |
| Horrell Capital Management, Inc. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $1.63K | 0.00% | −7−77.8% | Reduced |
| Financial Network Wealth Advisors LLC | 2 | $1.63K | 0.00% | +1+100.0% | Added |
| Financial Avengers, Inc. | 2 | $1.63K | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 1 | $906 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 1 | $823 | 0.00% | +1 | New |
| Fairscale Capital, LLC | 1 | $818 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $817 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $816 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $816 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $637 | 0.00% | +1 | New |
| PayPay Securities Corp | 2 | $163 | 0.01% | −5−71.4% | Reduced |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −1,827,784−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,046,429−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −554,448−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −502,582−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −318,005−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −262,489−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −262,306−100.0% | Sold out |
| Scge Management, L.P. | 0 | $0 | 0.00% | −235,000−100.0% | Sold out |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −184,961−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −163,605−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −114,515−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −90,500−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −94,215−100.0% | Sold out |
| Evergreen Quality Fund GP, Ltd. | 0 | $0 | 0.00% | −85,200−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −78,634−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −72,267−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −63,285−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −63,130−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −61,494−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −60,716−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −59,209−100.0% | Sold out |
| Triple Frond Partners LLC | 0 | $0 | 0.00% | −52,530−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −48,618−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −44,959−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −44,661−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −43,328−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −41,787−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −41,144−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −40,015−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −29,493−100.0% | Sold out |