| Colonial Trust Co | 255 | $7.44K | 0.00% | +255 | New |
| First Manhattan Co | 239 | $7.06K | 0.00% | +193+419.6% | Added |
| Atlantic Trust, LLC | 226 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 233 | $6.88K | 0.00% | +233 | New |
| Gradient Investments LLC | 225 | $6.64K | 0.00% | +184+448.8% | Added |
| JFS Wealth Advisors, LLC | 217 | $6.41K | 0.00% | +94+76.4% | Added |
| KB Financial Partners, LLC | 217 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 188 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 197 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $5.91K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 200 | $5.91K | 0.01% | +200 | New |
| Earnest Partners LLC | 194 | $5.73K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 191 | $5.64K | 0.01% | −5−2.6% | Reduced |
| CVA Family Office, LLC | 190 | $5.61K | 0.00% | −15−7.3% | Reduced |
| Lansing Street Advisors | 190 | $5.60K | 0.00% | +2+1.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 172 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 156 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 167 | $4.93K | 0.00% | −172−50.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 166 | $4.90K | 0.00% | +48+40.7% | Added |
| Coastal Capital Group, Inc. | 216 | $4.54K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 150 | $4.00K | 0.00% | +150 | New |
| Rise Advisors, LLC | 122 | $3.60K | 0.00% | +1+0.8% | Added |
| True Wealth Design, LLC | 115 | $3.40K | 0.00% | +115 | New |
| Tortoise Investment Management, LLC | 113 | $3.34K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 110 | $3.25K | 0.00% | +1+0.9% | Added |
| Steward Financial Group LLC | 131 | $3.00K | 0.00% | +131 | New |
| Your Advocates Ltd., LLP | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 95 | $2.81K | 0.00% | +35+58.3% | Added |
| Trifecta Capital Advisors, LLC | 85 | $2.51K | 0.00% | +85 | New |
| Exchange Traded Concepts, LLC | 82 | $2.42K | 0.00% | +82 | New |
| Abound Wealth Management | 81 | $2.40K | 0.00% | +15+22.7% | Added |
| SJS Investment Consulting Inc. | 73 | $2.16K | 0.00% | +36+97.3% | Added |
| Sutton Wealth Advisors Inc. | 70 | $2.07K | 0.00% | −1−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 68 | $2.01K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 84 | $2.00K | 0.00% | +84 | New |
| Johnson Financial Group, Inc. | 64 | $1.89K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 63 | $1.86K | 0.00% | +63 | New |
| Disciplined Investments, LLC | 61 | $1.80K | 0.00% | +46+306.7% | Added |
| Toth Financial Advisory Corp | 60 | $1.77K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 59 | $1.74K | 0.00% | +59 | New |
| Beacon Capital Management, LLC | 53 | $1.56K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $1.48K | 0.00% | −516−91.2% | Reduced |
| Albion Financial Group | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 39 | $1.15K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 36 | $1.06K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 77 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 19 | $1.00K | 0.00% | +13+216.7% | Added |
| Sageworth Trust Co | 33 | $1.00K | 0.00% | +33 | New |
| Penserra Capital Management LLC | 54 | $1.00K | 0.00% | +54 | New |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +24 | New |
| MBM Wealth Consultants, LLC | 37 | $1.00K | 0.00% | +37 | New |
| PFG Private Wealth Management, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Ten Capital Wealth Advisors, LLC | 33 | $974 | 0.00% | +33 | New |
| Raleigh Capital Management Inc. | 30 | $893 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $752 | 0.00% | −15−37.5% | Reduced |
| Hollencrest Capital Management | 25 | $738 | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 24 | $709 | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 17 | $502 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $472 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $443 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 15 | $443 | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $384 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $325 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 11 | $325 | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 10 | $297 | 0.00% | +10 | New |
| Coppell Advisory Solutions Corp. | 10 | $297 | 0.00% | +10 | New |
| Glass Jacobson Investment Advisors llc | 9 | $266 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 5 | $148 | 0.00% | −250−98.0% | Reduced |
| Tfo-TDC, LLC | 1 | $109 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 30 | $72 | 0.00% | −285−90.5% | Reduced |
| Highline Wealth Partners LLC | 1 | $30 | 0.00% | −50−98.0% | Reduced |
| First Command Advisory Services, Inc. | 245 | $0 | 0.00% | +245 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,297,842−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −610,248−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −597,039−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −578,403−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −248,128−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −219,753−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −200,400−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −187,208−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −115,026−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −110,013−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −97,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −85,142−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −72,158−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −65,358−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −57,298−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −60,064−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −40,301−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −35,567−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −23,003−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −21,269−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,479−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −19,423−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |