| Delta Asset Management LLC | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 97 | $19.9K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 94 | $19.3K | 0.01% | +94 | New |
| Bell Investment Advisors, Inc | 94 | $19.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 92 | $18.9K | 0.00% | +92 | New |
| Pinnacle Bancorp, Inc. | 90 | $18.5K | 0.01% | −3−3.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 90 | $18.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 85 | $17.5K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 83 | $17.0K | 0.00% | −14−14.4% | Reduced |
| Carolinas Wealth Consulting LLC | 79 | $16.3K | 0.00% | −10−11.2% | Reduced |
| Financial Management Professionals, Inc. | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 75 | $15.3K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 75 | $15.0K | 0.00% | −32−29.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $15.0K | 0.00% | +3+4.3% | Added |
| Fortitude Family Office, LLC | 72 | $14.8K | 0.01% | +72 | New |
| Abound Wealth Management | 66 | $13.6K | 0.01% | +33+100.0% | Added |
| Main Street Group, LTD | 66 | $13.6K | 0.00% | +66 | New |
| GW&K Investment Management, LLC | 63 | $13.0K | 0.00% | +3+5.0% | Added |
| WFA Asset Management Corp | 63 | $12.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 56 | $12.0K | 0.00% | +56 | New |
| Cornerstone Planning Group LLC | 58 | $11.9K | 0.00% | −2−3.3% | Reduced |
| Carolina Wealth Advisors, LLC | 57 | $11.7K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 52 | $10.7K | 0.00% | +52 | New |
| Sugarloaf Wealth Management, LLC | 46 | $9.45K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 45 | $9.24K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 45 | $9.24K | 0.01% | +45 | New |
| Moisand Fitzgerald Tamayo, LLC | 43 | $8.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $8.83K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $8.42K | 0.01% | +41 | New |
| Sachetta, LLC | 34 | $6.98K | 0.00% | +34 | New |
| Harbor Investment Advisory, LLC | 32 | $6.57K | 0.00% | −4−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 32 | $6.57K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $6.16K | 0.00% | +30 | New |
| Raleigh Capital Management Inc. | 30 | $6.16K | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $6.00K | 0.00% | +28 | New |
| Cherry Tree Wealth Management, LLC | 29 | $5.96K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 28 | $5.75K | 0.00% | −21−42.9% | Reduced |
| Rosenberg Matthew Hamilton | 28 | $5.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $5.13K | 0.00% | +25 | New |
| Abich Financial Wealth Management LLC | 25 | $5.08K | 0.00% | +25 | New |
| ICA Group Wealth Management, LLC | 24 | $4.93K | 0.00% | +24 | New |
| Smartleaf Asset Management LLC | 23 | $4.68K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 22 | $4.52K | 0.00% | +22 | New |
| American National Bank | 21 | $4.31K | 0.00% | +21 | New |
| Trifecta Capital Advisors, LLC | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22 | $4.00K | 0.00% | +6+37.5% | Added |
| Long Island Wealth Management, Inc. | 21 | $4.00K | 0.00% | +21 | New |
| Hexagon Capital Partners LLC | 18 | $3.70K | 0.00% | +8+80.0% | Added |
| Macroview Investment Management LLC | 18 | $3.63K | 0.00% | −20−52.6% | Reduced |
| American Capital Advisory, LLC | 16 | $3.29K | 0.00% | +16 | New |
| Gradient Investments LLC | 15 | $3.08K | 0.00% | −3−16.7% | Reduced |
| Lee Financial Co | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Impact Partnership Wealth, LLC | 14 | $2.88K | 0.00% | −1,884−99.3% | Reduced |
| Raffa Wealth Management, LLC | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $2.46K | 0.00% | +1+9.1% | Added |
| Frank, Rimerman Advisors LLC | 12 | $2.46K | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 10 | $2.07K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $2.05K | 0.00% | +10 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Hollencrest Capital Management | 8 | $1.64K | 0.00% | +8 | New |
| Arlington Trust Co LLC | 8 | $1.64K | 0.00% | +8 | New |
| North Star Investment Management Corp. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $1.23K | 0.00% | +6 | New |
| Sandy Spring Bank | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $1.03K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $914 | 0.00% | +5 | New |
| Toth Financial Advisory Corp | 4 | $828 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $720 | 0.00% | −56−93.3% | Reduced |
| True Wealth Design, LLC | 3 | $617 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $616 | 0.00% | +1+50.0% | Added |
| PEAK6 Investments LLC | 3 | $576 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 2 | $407 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 81,987 | $399 | 0.00% | +81,987 | New |
| Sofos Investments, Inc. | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −338,533−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −92,228−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −69,748−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −48,428−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −46,218−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −42,679−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −36,035−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −35,565−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −33,176−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −30,652−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −28,072−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −19,579−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,168−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −13,968−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −13,625−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −12,788−100.0% | Sold out |