| Huntington National Bank | 102 | $5.40K | 0.00% | +101+10,100.0% | Added |
| Founders Capital Management | 100 | $5.30K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $5.30K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $5.30K | 0.00% | +100 | New |
| Financial Consulate, Inc | 86 | $4.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 64 | $3.40K | 0.00% | +5+8.5% | Added |
| Duncker Streett & Co Inc | 60 | $3.18K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 59 | $3.10K | 0.00% | +1+1.7% | Added |
| Covestor Ltd | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 55 | $2.90K | 0.00% | +2+3.8% | Added |
| Strategic Advocates LLC | 33 | $1.75K | 0.01% | −2,756−98.8% | Reduced |
| Davis Capital Management | 33 | $1.75K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 22 | $1.18K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $1.06K | 0.00% | +20 | New |
| SWAN Capital LLC | 20 | $1.06K | 0.00% | −53−72.6% | Reduced |
| Farmers & Merchants Investments Inc | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 10 | $504 | 0.00% | +10 | New |
| Mountain Hill Investment Partners Corp. | 5 | $279 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 4 | $212 | 0.00% | −10−71.4% | Reduced |
| Delta Asset Management LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 2 | $109 | 0.00% | +2 | New |
| PMV Capital Advisers, LLC | 2 | $106 | 0.00% | +2 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −314,648−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −105,983−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −53,508−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −40,325−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −35,461−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −34,409−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −21,364−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −17,339−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −11,773−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,448−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −10,669−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,662−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −9,094−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | – | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −8,397−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −7,132−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,037−100.0% | Sold out |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −6,770−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −5,073−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −4,335−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −3,907−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −3,793−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −3,754−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Compass Financial Services Inc | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Safe Harbor Fiduciary, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| MGB Wealth Management, LLC | – | – | – | – | Not filed |
| SS&H Financial Advisors, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Passumpsic Savings Bank | – | – | – | – | Not filed |
| Alpha Cubed Investments, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
