| Massmutual Trust Co FSB | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $1.00K | 0.00% | −5−15.2% | Reduced |
| Cordasco Financial Network | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 38 | $1.00K | 0.00% | −4−9.5% | Reduced |
| Pinnacle Bancorp, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 23 | $1.00K | 0.00% | +8+53.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 19 | $1.00K | 0.00% | +19 | New |
| Covington Capital Management | 24 | $1.00K | 0.00% | +24 | New |
| Wagner Wealth Management, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Enterprise Trust & Investment Co | 20 | $1.00K | 0.00% | +20 | New |
| Addison Advisors LLC | 22 | $1.00K | 0.00% | +22 | New |
| TD Private Client Wealth LLC | 28 | $836 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $574 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 16 | $478 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $328 | 0.00% | −284−96.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 9 | $269 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6 | $179 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $29 | 0.00% | +1 | New |
| FinTrust Capital Advisors, LLC | 5 | $0 | 0.00% | −5,000−99.9% | Reduced |
| Montag A & Associates Inc | 6 | $0 | 0.00% | −20−76.9% | Reduced |
| Global Trust Asset Management, LLC | 4 | $0 | 0.00% | −40−90.9% | Reduced |
| First Horizon Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $0 | 0.00% | +2+200.0% | Added |
| Carroll Financial Associates, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 39 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 6 | $0 | 0.00% | +6 | New |
| Advisory Services Network, LLC | 5 | $0 | 0.00% | +5 | New |
| West Branch Capital LLC | 11 | $0 | 0.00% | +11 | New |
| Laurel Wealth Advisors LLC | 13 | $0 | 0.00% | +13 | New |
| Strategic Blueprint, LLC | 2 | $0 | 0.00% | +2 | New |
| Liberty Wealth Management LLC | 3 | $0 | 0.00% | +3 | New |
| Ade, LLC | 8 | $0 | 0.00% | +8 | New |
| Prentice Wealth Management LLC | 5 | – | – | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −91,600−100.0% | Sold out |
| Ancient Art, L.P. | 0 | $0 | 0.00% | −68,097−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −55,900−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,191−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,453−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,776−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,091−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −5,403−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |