| Trust Co of Vermont | 800 | $27.6K | 0.00% | +800 | New |
| Harbour Investments, Inc. | 787 | $27.2K | 0.00% | −31−3.8% | Reduced |
| Nomura Asset Management Co Ltd | 770 | $26.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 763 | $26.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 757 | $26.1K | 0.01% | +757 | New |
| V-Square Quantitative Management LLC | 733 | $25.3K | 0.00% | +65+9.7% | Added |
| Smartleaf Asset Management LLC | 681 | $23.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 689 | $23.8K | 0.00% | +689 | New |
| Measured Wealth Private Client Group, LLC | 685 | $23.7K | 0.01% | −1,035−60.2% | Reduced |
| Massmutual Trust Co FSB | 678 | $23.4K | 0.00% | +5+0.7% | Added |
| Sterling Capital Management LLC | 665 | $23.0K | 0.00% | −493−42.6% | Reduced |
| Umb Bank N A | 642 | $22.2K | 0.00% | −3−0.5% | Reduced |
| Kemnay Advisory Services Inc. | 520 | $18.0K | 0.00% | +15+3.0% | Added |
| Richardson Capital Management LLC | 513 | $17.7K | 0.01% | +5+1.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 450 | $15.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 450 | $15.5K | 0.00% | +450 | New |
| Mather Group, LLC. | 407 | $14.1K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 403 | $13.9K | 0.01% | +208+106.7% | Added |
| CoreFirst Bank & Trust | 395 | $13.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 355 | $12.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 326 | $11.3K | 0.00% | +318+3,975.0% | Added |
| First Community Trust NA | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 292 | $10.1K | 0.00% | +54+22.7% | Added |
| Bare Financial Services, Inc | 291 | $10.0K | 0.00% | +166+132.8% | Added |
| LRI Investments, LLC | 290 | $10.0K | 0.00% | +55+23.4% | Added |
| Larson Financial Group LLC | 282 | $9.73K | 0.00% | −274−49.3% | Reduced |
| Aspect Partners, LLC | 250 | $8.63K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $6.91K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 166 | $5.73K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 150 | $5.18K | 0.00% | +50+50.0% | Added |
| Brown Brothers Harriman & Co | 138 | $4.76K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 137 | $4.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 136 | $4.70K | 0.00% | +13+10.6% | Added |
| Bell Investment Advisors, Inc | 132 | $4.56K | 0.00% | −5−3.6% | Reduced |
| Silver Grove Financial Group, Inc. | 125 | $4.32K | 0.00% | +125 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $4.18K | 0.00% | −512−80.9% | Reduced |
| Assetmark, Inc | 120 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 116 | $4.00K | 0.00% | +45+63.4% | Added |
| Rothschild Investment LLC | 101 | $3.49K | 0.00% | −11−9.8% | Reduced |
| IFP Advisors, Inc | 99 | $3.42K | 0.00% | −935−90.4% | Reduced |
| CVA Family Office, LLC | 87 | $3.00K | 0.00% | +28+47.5% | Added |
| LifeSteps Financial, Inc. | 80 | $2.76K | 0.00% | +80 | New |
| Caitlin John, LLC | 75 | $2.57K | 0.00% | −10−11.8% | Reduced |
| Clearstead Advisors, LLC | 74 | $2.56K | 0.00% | +74 | New |
| Keating Financial Advisory Services, Inc. | 62 | $2.14K | 0.00% | +57+1,140.0% | Added |
| Action Point Financial Planning, LLC | 60 | $1.97K | 0.00% | +60 | New |
| Ares Financial Consulting, LLC | 55 | $1.90K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 51 | $1.76K | 0.00% | +46+920.0% | Added |
| Wall Street Access Asset Management, LLC | 50 | $1.73K | 0.00% | +50 | New |
| Noble Wealth Management PBC | 50 | $1.73K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 45 | $1.55K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $1.42K | 0.00% | +10+32.3% | Added |
| Transamerica Financial Advisors, Inc. | 32 | $1.10K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 29 | $1.00K | 0.00% | +29 | New |
| Avion Wealth | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 25 | $863 | 0.00% | +25 | New |
| Private Trust Co NA | 20 | $691 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $588 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $552 | 0.00% | +16 | New |
| Dogwood Wealth Management LLC | 15 | $518 | 0.00% | −5,005−99.7% | Reduced |
| Zions Bancorporation, National Association | 15 | $518 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $518 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $518 | 0.00% | +9+150.0% | Added |
| Bruce G. Allen Investments, LLC | 14 | $483 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 13 | $449 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $380 | 0.00% | −19−63.3% | Reduced |
| Gilpin Wealth Management, LLC | 11 | $380 | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 9 | $311 | 0.00% | +7+350.0% | Added |
| Arlington Trust Co LLC | 7 | $242 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $208 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $173 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $138 | 0.00% | −4−50.0% | Reduced |
| Ameriflex Group, Inc. | 4 | $138 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $138 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 3 | $104 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $68 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $35 | 0.00% | +1 | New |
| Cullen/Frost Bankers, Inc. | 1 | $19 | 0.00% | −7−87.5% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | +3+30.0% | Added |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −91,229−100.0% | Sold out |
| FCG Investment Co | 0 | $0 | 0.00% | −48,543−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −47,655−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −44,872−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −41,342−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −41,239−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −39,848−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −35,980−100.0% | Sold out |
| Drake & Associates, LLC | 0 | $0 | 0.00% | −28,646−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −20,077−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −16,857−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −15,490−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −14,891−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −13,117−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −11,621−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,920−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −8,502−100.0% | Sold out |