| Sound Income Strategies, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 106 | $2.00K | 0.00% | +81+324.0% | Added |
| Sugarloaf Wealth Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $2.00K | 0.00% | +97+3,233.3% | Added |
| Wipfli Financial Advisors LLC, | 72 | $2.00K | 0.00% | +72 | New |
| Cary Street Partners Asset Management LLC | 86 | $2.00K | 0.00% | +86 | New |
| Federation des caisses Desjardins du Quebec | 85 | $1.85K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $1.09K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 49 | $1.07K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $1.00K | 0.00% | −320−91.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 53 | $1.00K | 0.00% | −15−22.1% | Reduced |
| Winch Advisory Services, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 58 | $1.00K | 0.00% | +18+45.0% | Added |
| Bellevue Asset Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 32 | $1.00K | 0.00% | −12−27.3% | Reduced |
| Operose Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 47 | $1.00K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 29 | $1.00K | 0.00% | +18+163.6% | Added |
| Glen Eagle Advisors, LLC | 17 | $370 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $336 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $240 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 9 | $197 | 0.00% | +9 | New |
| WR Wealth Planners, LLC | 8 | $174 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $0 | 0.00% | −631−96.2% | Reduced |
| EverSource Wealth Advisors, LLC | 21 | $0 | 0.00% | −133−86.4% | Reduced |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | −118−99.2% | Reduced |
| Dark Forest Capital Management LP | 15 | $0 | 0.00% | −79−84.0% | Reduced |
| Hallmark Capital Management Inc | 21 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 12 | $0 | 0.00% | −13−52.0% | Reduced |
| Schubert & Co | 10 | $0 | 0.00% | −14−58.3% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24 | $0 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 321 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| IAG Wealth Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $0 | 0.00% | +3 | New |
| Ronald Blue Trust, Inc. | 4 | $0 | 0.00% | +4 | New |
| Householder Group Estate & Retirement Specialist, LLC | 36 | $0 | 0.00% | +36 | New |
| SJS Investment Consulting Inc. | 20 | $0 | 0.00% | +20 | New |
| Sofos Investments, Inc. | 330 | – | – | +330 | New |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −26,366−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −24,846−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −24,356−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −16,640−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,998−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −15,593−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −15,220−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −13,476−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,073−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −9,719−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −8,655−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −8,610−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −7,771−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −7,376−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −19−100.0% | Sold out |