| Meeder Asset Management Inc | 5 | $3.00K | 0.00% | −5−50.0% | Reduced |
| Baystate Wealth Management LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.00K | 0.00% | −1−20.0% | Reduced |
| High Net Worth Advisory Group LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $3.00K | 0.00% | +4 | New |
| Bangor Savings Bank | 5 | $3.00K | 0.00% | +5 | New |
| Sargent Bickham Lagudis LLC | 5 | $3.00K | 0.00% | +5 | New |
| RWM Asset Management, LLC | 5 | $3.00K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 4 | $3.00K | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Ellis Investment Partners, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 3 | $2.00K | 0.00% | +3 | New |
| Horan Securities, Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Patriot Financial Group Insurance Agency, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Evoke Wealth, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Castleview Partners, LLC | 86 | $1.13K | 0.00% | +84+4,200.0% | Added |
| CVA Family Office, LLC | 1 | $1.00K | 0.00% | −26−96.3% | Reduced |
| Concord Wealth Partners | 2 | $1.00K | 0.00% | −25−92.6% | Reduced |
| Sierra Capital LLC | 1 | $1.00K | 0.00% | −8−88.9% | Reduced |
| Bellwether Advisors, LLC | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| Massmutual Trust Co FSB | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Clearview Wealth Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Accel Wealth Management | 1 | $1.00K | 0.00% | +1 | New |
| Truxt Investmentos Ltda. | 0 | $0 | 0.00% | −81,695−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −34,179−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −18,283−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −17,133−100.0% | Sold out |
| Crescent Park Management, L.P. | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −9,807−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −8,685−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −4,995−100.0% | Sold out |
| First Trust Bank, Ltd. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −4,349−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −3,815−100.0% | Sold out |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Genoa Capital Gestora de Recursos Ltda. | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Northwestern Mutual Investment Management Company, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Wunderlich Capital Managemnt | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Fortress Wealth Group, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| WT Wealth Management | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Seven Post Investment Office LP | 0 | $0 | 0.00% | −266−100.0% | Sold out |