| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.25K | 0.00% | +2+66.7% | Added |
| Evergreen Advisors, LLC | 5 | $1.25K | 0.00% | +5 | New |
| William B. Walkup & Associates, Inc. | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Burk Holdings LLC | 4 | $1.00K | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3 | $751 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $750 | 0.00% | −5−62.5% | Reduced |
| Archer Investment Corp | 3 | $750 | 0.00% | −4−57.1% | Reduced |
| Valued Wealth Advisors LLC | 3 | $750 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $750 | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 3 | $750 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 3 | $750 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $750 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 3 | $750 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3 | $750 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3 | $750 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 3 | $750 | 0.00% | +3 | New |
| MidFirst Bank | 3 | $750 | 0.00% | +3 | New |
| Wellington-Altus USA Inc. | 2 | $539 | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 2 | $512 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $500 | 0.00% | −33−94.3% | Reduced |
| Delta Asset Management LLC | 2 | $500 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $500 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $500 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $500 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2 | $500 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 2 | $500 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 2 | $499 | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 2 | $381 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1 | $261 | 0.00% | +1 | New |
| Rachor Investment Advisory Services, LLC | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 1 | $250 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $250 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $250 | 0.00% | +1 | New |
| Groupe la Francaise | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1 | $181 | 0.00% | +1 | New |
| Horizon Bancorp Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Junto Capital Management LP | 0 | $0 | 0.00% | −543,202−100.0% | Sold out |
| Bristol John W & Co Inc | 0 | $0 | 0.00% | −327,281−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −125,600−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −79,022−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −77,970−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −45,956−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −43,825−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −26,173−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,401−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,887−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −13,254−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −10,646−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −9,755−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −9,353−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,525−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −7,124−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −6,888−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −6,168−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,640−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −5,266−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −4,856−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,076−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −2,716−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |