| Roxbury Financial LLC | 118 | $3.08K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $3.02K | 0.00% | −79−40.5% | Reduced |
| Arlington Trust Co LLC | 111 | $2.90K | 0.00% | +11+11.0% | Added |
| BankPlus Trust Department | 110 | $2.87K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 108 | $2.82K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 106 | $2.77K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 106 | $2.76K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 106 | $2.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $2.61K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $2.61K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 99 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bayban | 81 | $2.11K | 0.00% | +81 | New |
| Bank of Jackson Hole Trust | 78 | $2.03K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 52 | $2.00K | 0.00% | −26−33.3% | Reduced |
| Centerpoint Advisors, LLC | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $1.96K | 0.00% | −60−44.4% | Reduced |
| SBI Securities Co., Ltd. | 71 | $1.85K | 0.00% | +2+2.9% | Added |
| Hughes Financial Services, LLC | 70 | $1.83K | 0.00% | +1+1.4% | Added |
| CVA Family Office, LLC | 69 | $1.80K | 0.00% | +40+137.9% | Added |
| Owl Creek Wealth Partners LLC | 65 | $1.70K | 0.00% | +65 | New |
| Meramec Financial Planners, LLC | 61 | $1.69K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 64 | $1.67K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 63 | $1.64K | 0.00% | −24−27.6% | Reduced |
| High Note Wealth, LLC | 63 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 60 | $1.56K | 0.00% | +20+50.0% | Added |
| Aventus Investment Advisors, Inc. | 59 | $1.54K | 0.00% | −15−20.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 53 | $1.38K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 52 | $1.36K | 0.00% | +52 | New |
| Kozak & Associates, Inc. | 44 | $1.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $1.02K | 0.00% | +12+44.4% | Added |
| Phillip James Consulting Co. | 18 | $1.00K | 0.00% | +18 | New |
| Nvest Wealth Strategies, Inc. | 37 | $965 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $887 | 0.00% | −1−2.9% | Reduced |
| Prestige Wealth Management Group LLC | 34 | $887 | 0.00% | +20+142.9% | Added |
| Creative Financial Designs Inc | 33 | $861 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 30 | $782 | 0.00% | −3−9.1% | Reduced |
| Ankerstar Wealth, LLC | 30 | $782 | 0.00% | +5+20.0% | Added |
| Clayton Financial Group LLC | 27 | $705 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $705 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 24 | $626 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $600 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 21 | $548 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $496 | 0.00% | +19 | New |
| South State Corp. | 18 | $470 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 18 | $469 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 16 | $417 | 0.00% | +16 | New |
| Hilltop National Bank | 15 | $391 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $366 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 14 | $366 | 0.00% | +2+16.7% | Added |
| Whipplewood Advisors, LLC | 14 | $365 | 0.00% | +7+100.0% | Added |
| NBT Bank N A | 12 | $313 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 11 | $287 | 0.00% | +11 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $261 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $261 | 0.00% | +10 | New |
| Torren Management, LLC | 9 | $235 | 0.00% | −234−96.3% | Reduced |
| Minot DeBlois Advisors LLC | 8 | $209 | 0.00% | −46−85.2% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $209 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $209 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $209 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $188 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $183 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 7 | $182 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $182 | 0.00% | +4+133.3% | Added |
| SJS Investment Consulting Inc. | 6 | $157 | 0.00% | −9−60.0% | Reduced |
| First Horizon Corp | 6 | $156 | 0.00% | +5+500.0% | Added |
| Cornerstone Planning Group LLC | 6 | $146 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 5 | $130 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5 | $130 | 0.00% | +5 | New |
| Zions Bancorporation, National Association | 4 | $104 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $104 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 4 | $104 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $104 | 0.00% | +4 | New |
| Archer Investment Corp | 3 | $80 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $78 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $27 | 0.00% | +1 | New |
| Kingdom Financial Group LLC. | 1 | $26 | 0.00% | −1−50.0% | Reduced |
| Sunbelt Securities, Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $26 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $26 | 0.00% | +1 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,184,186−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −157,077−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −137,453−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −99,643−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −48,837−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −42,809−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −38,025−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −36,812−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −35,084−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −29,175−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −28,498−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −24,111−100.0% | Sold out |