| Indiana Trust & Investment Management CO | 107 | $8.69K | 0.00% | +107 | New |
| Binnacle Investments Inc | 101 | $8.20K | 0.01% | +14+16.1% | Added |
| Anchor Investment Management, LLC | 100 | $8.12K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 95 | $7.71K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 92 | $7.40K | 0.08% | +92 | New |
| Whittier Trust Co | 88 | $7.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 87 | $7.07K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 76 | $6.00K | 0.00% | +76 | New |
| Ameritas Advisory Services, LLC | 73 | $5.91K | 0.00% | +73 | New |
| Grove Bank & Trust | 60 | $4.87K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 58 | $4.71K | 0.00% | +58 | New |
| Marshall & Sterling Wealth Advisors Inc. | 54 | $4.33K | 0.00% | +1+1.9% | Added |
| High Note Wealth, LLC | 51 | $4.14K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $4.06K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 49 | $3.98K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 48 | $3.90K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $3.74K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 42 | $3.68K | 0.00% | +42 | New |
| SBI Securities Co., Ltd. | 43 | $3.49K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $2.84K | 0.00% | +3+9.4% | Added |
| Global Retirement Partners, LLC | 34 | $2.76K | 0.00% | +34 | New |
| MTM Investment Management, LLC | 30 | $2.44K | 0.00% | +30 | New |
| Frazier Financial Advisors, LLC | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 28 | $2.27K | 0.00% | +28 | New |
| Wolff Wiese Magana LLC | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 19 | $1.54K | 0.00% | −757−97.6% | Reduced |
| Whipplewood Advisors, LLC | 19 | $1.54K | 0.00% | −13−40.6% | Reduced |
| Fortitude Family Office, LLC | 19 | $1.54K | 0.00% | +19 | New |
| Beacon Capital Management, LLC | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $1.30K | 0.00% | +16 | New |
| WPG Advisers, LLC | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11 | $893 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $893 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $813 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $812 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 9 | $731 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 9 | $731 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $731 | 0.00% | +8+800.0% | Added |
| SJS Investment Consulting Inc. | 8 | $650 | 0.00% | −6−42.9% | Reduced |
| Cromwell Holdings LLC | 8 | $650 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 6 | $513 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $407 | 0.00% | −22−81.5% | Reduced |
| Rialto Wealth Management, LLC | 5 | $407 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $406 | 0.00% | +3+150.0% | Added |
| Rothschild Investment LLC | 5 | $406 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $406 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 4 | $325 | 0.00% | +1+33.3% | Added |
| Principia Wealth Advisory, LLC | 4 | $325 | 0.00% | +4 | New |
| Financial Gravity Companies, Inc. | 3 | $244 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 3 | $244 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $243 | 0.00% | +2+200.0% | Added |
| Private Wealth Asset Management, LLC | 2 | $162 | 0.00% | −12−85.7% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $162 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $82 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 0 | $39 | 0.00% | 0 | Unchanged |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −661,554−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −243,872−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −199,983−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −100,442−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −99,110−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −85,933−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −69,141−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −66,560−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −42,209−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −29,644−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −28,990−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −27,966−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,251−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −19,682−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −17,915−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,278−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −15,674−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,077−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −9,487−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −7,783−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −7,447−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,291−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −6,061−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −5,066−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,908−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,821−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,680−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |