| EverSource Wealth Advisors, LLC | 1,014 | $19.4K | 0.00% | −296−22.6% | Reduced |
| Salomon & Ludwin, LLC | 928 | $18.0K | 0.00% | −4−0.4% | Reduced |
| Investors Research Corp | 931 | $17.8K | 0.00% | −66−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 814 | $15.6K | 0.00% | +660+428.6% | Added |
| Essential Partners LLC | 778 | $14.9K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 746 | $14.0K | 0.00% | −3−0.4% | Reduced |
| Farther Finance Advisors, LLC | 723 | $13.9K | 0.00% | +436+151.9% | Added |
| Smartleaf Asset Management LLC | 686 | $13.4K | 0.00% | −32−4.5% | Reduced |
| True Wealth Design, LLC | 652 | $12.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 614 | $11.8K | 0.00% | −1,690−73.4% | Reduced |
| Ronald Blue Trust, Inc. | 588 | $11.3K | 0.00% | +26+4.6% | Added |
| Sound Income Strategies, LLC | 503 | $11.1K | 0.00% | +503 | New |
| Umb Bank N A | 578 | $11.1K | 0.00% | −34−5.6% | Reduced |
| Bessemer Group Inc | 532 | $11.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 553 | $10.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 552 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 536 | $10.3K | 0.00% | +536 | New |
| Allworth Financial LP | 453 | $8.69K | 0.00% | −8−1.7% | Reduced |
| SRS Capital Advisors, Inc. | 429 | $8.22K | 0.00% | −5,783−93.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 438 | $8.00K | 0.00% | +438 | New |
| DV Equities, LLC | 400 | $7.67K | 0.00% | +400 | New |
| MAI Capital Management | 394 | $7.55K | 0.00% | +273+225.6% | Added |
| Private Wealth Management Group, LLC | 392 | $7.51K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 313 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 297 | $5.69K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 267 | $5.12K | 0.00% | −10−3.6% | Reduced |
| Rothschild Investment LLC | 237 | $4.54K | 0.00% | −55−18.8% | Reduced |
| Missouri Trust & Investment Co | 237 | $4.54K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 199 | $3.81K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 181 | $3.49K | 0.00% | −3,383−94.9% | Reduced |
| Red Tortoise LLC | 169 | $3.24K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 132 | $2.53K | 0.00% | +29+28.2% | Added |
| Steward Partners Investment Advisory, LLC | 128 | $2.45K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 125 | $2.40K | 0.00% | +125 | New |
| Northwestern Mutual Wealth Management Co | 113 | $2.17K | 0.00% | −1,336−92.2% | Reduced |
| Kilter Group LLC | 99 | $1.90K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 90 | $1.73K | 0.00% | +90 | New |
| Johnson Financial Group, Inc. | 79 | $1.51K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 78 | $1.50K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76 | $1.45K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 72 | $1.38K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $1.25K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 59 | $1.13K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 50 | $959 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $959 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 50 | $958 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 45 | $863 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $786 | 0.00% | +41 | New |
| Atlantic Edge Private Wealth Management, LLC | 40 | $767 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $767 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 40 | $767 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 40 | $767 | 0.00% | +15+60.0% | Added |
| Huntington National Bank | 36 | $690 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 29 | $556 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 28 | $537 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 28 | $536 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 26 | $498 | 0.00% | 00.0% | Unchanged |
| Trust Co | 26 | $498 | 0.00% | +26 | New |
| Flagship Harbor Advisors, LLC | 26 | $498 | 0.00% | +26 | New |
| TD Capital Management LLC | 23 | $441 | 0.00% | +23 | New |
| Albion Financial Group | 22 | $422 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19 | $364 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 16 | $307 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 15 | $288 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 15 | $288 | 0.00% | +15 | New |
| Richardson Capital Management LLC | 14 | $268 | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 14 | $268 | 0.00% | +14 | New |
| Torren Management, LLC | 13 | $249 | 0.00% | +13 | New |
| PFS Partners, LLC | 11 | $217 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 11 | $211 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $211 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 10 | $192 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 9 | $173 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 9 | $173 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 8 | $154 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $153 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $96 | 0.00% | +5 | New |
| Larson Financial Group LLC | 4 | $79 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 4 | $76 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3 | $58 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $58 | 0.00% | +3 | New |
| Armstrong Advisory Group, Inc | 2 | $43 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Affinity Wealth LLC | 1 | $19 | 0.00% | +1 | New |
| Smithfield Trust Co | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Lyrical Asset Management LP | 0 | $0 | 0.00% | −1,009,685−100.0% | Sold out |
| Albar Capital Partners LLP | 0 | $0 | 0.00% | −180,816−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −179,910−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −123,077−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −114,486−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −112,817−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −109,517−100.0% | Sold out |