| Riverview Trust Co | 38 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 37 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 34 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 30 | $11.0K | 0.00% | −4−11.8% | Reduced |
| Quadrant Capital Group LLC | 30 | $10.8K | 0.00% | −14−31.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $10.8K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 29 | $10.4K | 0.00% | −5−14.7% | Reduced |
| EverSource Wealth Advisors, LLC | 28 | $10.0K | 0.00% | −12−30.0% | Reduced |
| NBC Securities, Inc. | 29 | $10.0K | 0.00% | +29 | New |
| Cornerstone Planning Group LLC | 27 | $9.68K | 0.00% | −5−15.6% | Reduced |
| West Branch Capital LLC | 23 | $8.24K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $7.89K | 0.00% | −16−42.1% | Reduced |
| MV Capital Management, Inc. | 21 | $7.53K | 0.00% | −6−22.2% | Reduced |
| Baker Avenue Asset Management, LP | 20 | $7.17K | 0.00% | +16+400.0% | Added |
| Front Row Advisors LLC | 17 | $6.09K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $6.00K | 0.00% | −1−5.9% | Reduced |
| Solstein Capital, LLC | 16 | $5.74K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 16 | $5.74K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $5.74K | 0.00% | +2+14.3% | Added |
| Kelly Financial Services LLC | 16 | $5.74K | 0.00% | +8+100.0% | Added |
| Deseret Mutual Benefit Administrators | 15 | $5.38K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 15 | $5.00K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 14 | $4.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $4.30K | 0.00% | −1−7.7% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $4.30K | 0.00% | +3+33.3% | Added |
| Tucker Asset Management LLC | 12 | $4.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $4.30K | 0.00% | +9+300.0% | Added |
| Harbor Investment Advisory, LLC | 10 | $3.58K | 0.00% | −361−97.3% | Reduced |
| Oakworth Capital, Inc. | 10 | $3.58K | 0.00% | −19−65.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 9 | $3.23K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 9 | $3.23K | 0.00% | +9 | New |
| Perkins Coie Trust Co | 9 | $3.23K | 0.00% | +9 | New |
| Aspire Private Capital, LLC | 8 | $2.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7 | $2.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $2.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 6 | $2.15K | 0.00% | +6 | New |
| Smithfield Trust Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | +5 | New |
| KB Financial Partners, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Zions Bancorporation, N.A. | 5 | $1.79K | 0.00% | −11−68.8% | Reduced |
| Raffa Wealth Management, LLC | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.79K | 0.00% | +4+400.0% | Added |
| Beacon Capital Management, LLC | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4 | $1.43K | 0.00% | +4 | New |
| Iron Horse Wealth Management, LLC | 4 | $1.43K | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $1.07K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $717 | 0.00% | −1−33.3% | Reduced |
| Gradient Investments LLC | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $717 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $717 | 0.00% | – | – |
| True Wealth Design, LLC | 1 | $359 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $358 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $358 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $358 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $275 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $149 | 0.00% | 0 | New |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −256,730−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −225,881−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −152,600−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −92,340−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −79,426−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −73,459−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −68,467−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −24,700−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −22,557−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −15,060−100.0% | Sold out |
| SW Investment Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,739−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,516−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −6,821−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −5,833−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −3,796−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| Tamarack Advisers, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Crown Advisors Management, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −856−100.0% | Sold out |