| Grove Bank & Trust | 17 | $10.1K | 0.00% | −5−22.7% | Reduced |
| DT Investment Partners, LLC | 16 | $9.52K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $9.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $9.27K | 0.00% | −2−9.5% | Reduced |
| Hartford Financial Management Inc. | 15 | $8.93K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $8.93K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $8.93K | 0.00% | +13+650.0% | Added |
| Aspire Private Capital, LLC | 14 | $8.33K | 0.00% | −478−97.2% | Reduced |
| Davidson Capital Management Inc. | 14 | $8.33K | 0.00% | −60−81.1% | Reduced |
| Valued Wealth Advisors LLC | 14 | $8.33K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 13 | $7.43K | 0.00% | +13 | New |
| Frazier Financial Advisors, LLC | 12 | $7.14K | 0.01% | −6−33.3% | Reduced |
| Proffitt & Goodson Inc | 12 | $7.14K | 0.00% | +12 | New |
| Your Advocates Ltd., LLP | 12 | $7.14K | 0.00% | +12 | New |
| Ruedi Wealth Management, Inc. | 12 | $7.14K | 0.00% | +12 | New |
| Vermillion & White Wealth Management Group, LLC | 11 | $6.55K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 11 | $6.55K | 0.00% | +11 | New |
| Salem Investment Counselors Inc | 10 | $5.95K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.95K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $5.95K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $5.95K | 0.00% | +10 | New |
| Private Ocean, LLC | 10 | $5.95K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 9 | $5.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $5.36K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9 | $5.36K | 0.00% | +2+28.6% | Added |
| Baldwin Brothers Inc | 8 | $4.76K | 0.00% | −2−20.0% | Reduced |
| Pacific Center for Financial Services | 7 | $4.17K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 6 | $3.57K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $2.98K | 0.00% | −6,345−99.9% | Reduced |
| Perkins Coie Trust Co | 5 | $2.98K | 0.00% | −1−16.7% | Reduced |
| North Star Investment Management Corp. | 5 | $2.98K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $2.98K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5 | $2.98K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 5 | $2.98K | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $2.38K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $2.38K | 0.00% | −11,925−100.0% | Reduced |
| Ancora Advisors, LLC | 3 | $2.02K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $2.00K | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $1.79K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.79K | 0.00% | +1+50.0% | Added |
| Anfield Capital Management, LLC | 3 | $1.78K | 0.00% | −6−66.7% | Reduced |
| Delta Asset Management LLC | 3 | $1.78K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.78K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.19K | 0.00% | −3−60.0% | Reduced |
| Motco | 2 | $1.19K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $1.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $1.19K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2 | $1.19K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $1.19K | 0.00% | +2 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $595 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1 | $595 | 0.00% | +1 | New |
| Financial Network Wealth Advisors LLC | 1 | $595 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 595 | $1 | 0.00% | +593+29,650.0% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −153,525−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −142,996−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −59,420−100.0% | Sold out |
| Value Aligned Research Advisors, LLC | 0 | $0 | 0.00% | −49,072−100.0% | Sold out |
| Varenne Capital Partners | 0 | $0 | 0.00% | −48,318−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −33,767−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −31,538−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −26,068−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −25,948−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −25,420−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,295−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −18,079−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −16,565−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,617−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −13,240−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −9,308−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −7,441−100.0% | Sold out |
| SMI Advisory Services, LLC | 0 | $0 | 0.00% | −7,096−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,152−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −5,051−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −4,384−100.0% | Sold out |
| Crestwood Capital Management, L.P. | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,732−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −2,587−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,531−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |