| Old North State Trust, LLC | 158 | $10.0K | 0.01% | +158 | New |
| Clean Yield Group | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 145 | $9.00K | 0.00% | +145 | New |
| Earnest Partners LLC | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 124 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 127 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 122 | $8.00K | 0.00% | +122 | New |
| Trust Co of Vermont | 100 | $6.00K | 0.00% | −98−49.5% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $6.00K | 0.00% | −50−34.5% | Reduced |
| Institutional & Family Asset Management, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 97 | $6.00K | 0.00% | +17+21.3% | Added |
| Sage Private Wealth Group, LLC | 101 | $6.00K | 0.01% | +101 | New |
| Hanson & Doremus Investment Management | 77 | $5.00K | 0.00% | −61−44.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 86 | $5.00K | 0.00% | +7+8.9% | Added |
| Citizens National Bank Trust Department | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $5.00K | 0.00% | +25+49.0% | Added |
| Adirondack Trust Co | 85 | $5.00K | 0.00% | +85 | New |
| EdgeRock Capital LLC | 81 | $5.00K | 0.00% | +81 | New |
| Cornerstone Management, Inc. | 78 | $4.92K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 66 | $4.00K | 0.00% | −4,184−98.4% | Reduced |
| Lee Financial Co | 65 | $4.00K | 0.00% | −21−24.4% | Reduced |
| JNBA Financial Advisors | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 63 | $4.00K | 0.00% | +15+31.3% | Added |
| Zions Bancorporation, N.A. | 58 | $4.00K | 0.00% | +4+7.4% | Added |
| Financial Management Professionals, Inc. | 69 | $4.00K | 0.00% | +51+283.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 56 | $4.00K | 0.00% | +56 | New |
| Harbor Investment Advisory, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $3.00K | 0.00% | −4−7.7% | Reduced |
| Sierra Capital LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 40 | $3.00K | 0.00% | +2+5.3% | Added |
| Disciplined Investments, LLC | 53 | $3.00K | 0.00% | +25+89.3% | Added |
| Cutler Group LP | 50 | $3.00K | 0.00% | +50 | New |
| Whittier Trust Co | 35 | $2.00K | 0.00% | −70−66.7% | Reduced |
| EverSource Wealth Advisors, LLC | 35 | $2.00K | 0.00% | −49−58.3% | Reduced |
| City Holding Co | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $2.00K | 0.00% | +1+2.9% | Added |
| Alaska Permanent Fund Corp | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Raleigh Capital Management Inc. | 35 | $2.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 30 | $1.89K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.01K | 0.00% | +16 | New |
| Evoke Wealth, LLC | 8 | $1.00K | 0.00% | −36−81.8% | Reduced |
| Surevest, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $1.00K | 0.00% | −6−40.0% | Reduced |
| West Paces Advisors Inc. | 14 | $883 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $873 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $0 | 0.00% | +12 | New |
| We Are One Seven, LLC | 6,408 | – | – | +6,408 | New |
| Sofos Investments, Inc. | 1,449 | – | – | −215−12.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −351,114−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −139,463−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −89,166−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −52,619−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −35,137−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −32,909−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −24,338−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −20,573−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −19,650−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −19,371−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −17,620−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,612−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −16,241−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −16,119−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,561−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −15,029−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −14,362−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −13,026−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,653−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,826−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,385−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,254−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −7,105−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −7,023−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,676−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,607−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −5,448−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |