| Tucker Asset Management LLC | 185 | $12.3K | 0.00% | +141+320.5% | Added |
| V-Square Quantitative Management LLC | 181 | $12.1K | 0.01% | +181 | New |
| Annapolis Financial Services, LLC | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 184 | $12.0K | 0.00% | −63−25.5% | Reduced |
| CVA Family Office, LLC | 177 | $11.8K | 0.00% | −1,480−89.3% | Reduced |
| New England Capital Financial Advisors LLC | 172 | $11.5K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 166 | $11.1K | 0.01% | +166 | New |
| Performa Ltd (US), LLC | 165 | $11.0K | 0.01% | +110+200.0% | Added |
| Addison Advisors LLC | 162 | $10.8K | 0.01% | −1−0.6% | Reduced |
| Private Ocean, LLC | 155 | $10.3K | 0.00% | −50−24.4% | Reduced |
| Kessler Investment Group, LLC | 153 | $10.2K | 0.01% | −51,354−99.7% | Reduced |
| Distillate Capital Partners LLC | 153 | $10.2K | 3.30% | +2+1.3% | Added |
| Nordwand Advisors, LLC | 142 | $9.48K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 150 | $9.46K | 0.00% | −60−28.6% | Reduced |
| Adirondack Retirement Specialists, Inc. | 136 | $9.07K | 0.01% | 00.0% | Unchanged |
| American National Bank | 131 | $8.74K | 0.00% | −59,989−99.8% | Reduced |
| Duncker Streett & Co Inc | 131 | $8.74K | 0.00% | −201−60.5% | Reduced |
| Independence Bank of Kentucky | 130 | $8.68K | 0.00% | −100−43.5% | Reduced |
| Old Point Trust & Financial Services N A | 123 | $8.21K | 0.00% | +123 | New |
| Industrial Alliance Investment Management Inc. | 120 | $8.00K | 0.00% | −133,321−99.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $8.00K | 0.01% | +116 | New |
| Financial Synergies Wealth Advisors, Inc. | 108 | $7.21K | 0.00% | −27−20.0% | Reduced |
| NVWM, LLC | 107 | $7.14K | 0.00% | −8,265−98.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 105 | $7.01K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 101 | $6.74K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $6.67K | 0.01% | −28−21.9% | Reduced |
| Legend Financial Advisors, Inc. | 100 | $6.67K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 95 | $6.47K | 0.00% | −61−39.1% | Reduced |
| CoreFirst Bank & Trust | 90 | $6.01K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 90 | $6.01K | 0.00% | +38+73.1% | Added |
| Cherry Tree Wealth Management, LLC | 88 | $5.84K | 0.00% | +88 | New |
| Fairfield Financial Advisors, LTD | 87 | $5.81K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 83 | $5.65K | 0.00% | −112−57.4% | Reduced |
| HighMark Wealth Management LLC | 80 | $5.34K | 0.00% | −161−66.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 79 | $5.27K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 78 | $5.21K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 76 | $5.07K | 0.00% | +76 | New |
| JJJ Advisors Inc. | 75 | $5.00K | 0.00% | −114−60.3% | Reduced |
| Hall Laurie J Trustee | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 73 | $4.87K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 73 | $4.87K | 0.00% | +24+49.0% | Added |
| Piscataqua Savings Bank | 65 | $4.34K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 63 | $4.21K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 60 | $4.00K | 0.00% | +60 | New |
| USA Financial Portformulas Corp | 59 | $3.94K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 55 | $3.67K | 0.00% | +55 | New |
| Davidson Capital Management Inc. | 51 | $3.40K | 0.00% | +2+4.1% | Added |
| Tortoise Investment Management, LLC | 50 | $3.34K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $3.34K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $3.34K | 0.01% | +50 | New |
| Roble, Belko & Company, Inc | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 45 | $3.00K | 0.00% | +45 | New |
| CGC Financial Services, LLC | 42 | $2.80K | 0.00% | +42 | New |
| Carmichael Hill & Associates, Inc. | 40 | $2.67K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 40 | $2.67K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 38 | $2.55K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 36 | $2.40K | 0.00% | +7+24.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $2.20K | 0.00% | +25+312.5% | Added |
| Nalls Sherbakoff Group, LLC | 34 | $2.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $2.00K | 0.00% | −465−93.9% | Reduced |
| Level Financial Advisors, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 31 | $2.00K | 0.00% | −292−90.4% | Reduced |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $1.87K | 0.00% | −3−9.7% | Reduced |
| PayPay Securities Corp | 28 | $1.87K | 0.11% | 00.0% | Unchanged |
| West Branch Capital LLC | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 26 | $1.74K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.33K | 0.00% | −28−58.3% | Reduced |
| Carolina Wealth Advisors, LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| St. Johns Investment Management Company, LLC | 11 | $734 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $668 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $667 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $401 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3 | $201 | 0.00% | +3 | New |
| Cypress Capital Management LLC (WY) | 3 | $200 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 122 | $71 | 0.00% | +67+121.8% | Added |
| Comerica Bank | 7,830 | $14 | 0.00% | +7,830 | New |
| Bank of Montreal | 2,179,361 | – | – | −236,036−9.8% | Reduced |
| Quilter Plc | 4,027 | – | – | +1,313+48.4% | Added |
| BlueSpruce Investments, LP | 0 | $0 | 0.00% | −5,161,974−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,593,326−100.0% | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −2,111,005−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −1,713,958−100.0% | Sold out |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −1,282,300−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −1,011,017−100.0% | Sold out |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| CCLA Investment Management Ltd | 0 | $0 | 0.00% | −996,494−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −928,183−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −660,618−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −504,161−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −432,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −403,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −387,562−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −285,689−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −281,493−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −276,452−100.0% | Sold out |
