| Webster Bank, N. A. | 100 | $8.80K | 0.00% | +100 | New |
| Cherry Tree Wealth Management, LLC | 98 | $8.62K | 0.00% | +98 | New |
| Marshall & Sterling Wealth Advisors Inc. | 97 | $8.53K | 0.01% | +97 | New |
| DAGCO, Inc. | 92 | $8.09K | 0.00% | +92 | New |
| CBIZ Investment Advisory Services, LLC | 83 | $7.30K | 0.00% | +83 | New |
| Copeland Capital Management, LLC | 79 | $6.95K | 0.00% | −13−14.1% | Reduced |
| Activest Wealth Management | 77 | $6.77K | 0.00% | +76+7,600.0% | Added |
| Frazier Financial Advisors, LLC | 74 | $6.51K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 72 | $6.33K | 0.02% | −438−85.9% | Reduced |
| Whittier Trust Co | 72 | $6.33K | 0.00% | +72 | New |
| WPG Advisers, LLC | 70 | $6.16K | 0.01% | −34−32.7% | Reduced |
| Fortitude Family Office, LLC | 70 | $6.16K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 66 | $6.10K | 0.00% | +66 | New |
| Keystone Global Partners, LLC | 66 | $5.81K | 0.00% | +66 | New |
| McIlrath & Eck, LLC | 65 | $5.74K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 65 | $5.72K | 0.00% | −167−72.0% | Reduced |
| Creative Financial Designs Inc | 65 | $5.72K | 0.00% | +65 | New |
| Bogart Wealth, LLC | 61 | $5.37K | 0.00% | −13−17.6% | Reduced |
| Cranbrook Wealth Management, LLC | 59 | $5.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 59 | $5.19K | 0.00% | +59 | New |
| United Community Bank | 59 | $5.19K | 0.00% | +59 | New |
| Penserra Capital Management LLC | 60 | $5.00K | 0.00% | +3+5.3% | Added |
| Kestra Investment Management, LLC | 53 | $4.66K | 0.00% | +53 | New |
| South State Corp. | 52 | $4.58K | 0.00% | −73−58.4% | Reduced |
| Arlington Trust Co LLC | 50 | $4.40K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $3.96K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 45 | $3.96K | 0.00% | +29+181.3% | Added |
| Retirement Wealth Solutions LLC | 44 | $3.87K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 44 | $3.87K | 0.00% | +44 | New |
| MJT & Associates Financial Advisory Group, Inc. | 41 | $3.61K | 0.00% | +41 | New |
| Mather Group, LLC. | 39 | $3.43K | 0.00% | +10+34.5% | Added |
| Bartlett & Co. Wealth Management LLC | 38 | $3.36K | 0.00% | +38 | New |
| Brown, Lisle/Cummings, Inc. | 36 | $3.17K | 0.00% | +36 | New |
| Accordant Advisory Group Inc | 35 | $3.08K | 0.00% | +35 | New |
| Hantz Financial Services, Inc. | 36 | $3.00K | 0.00% | +36 | New |
| Salomon & Ludwin, LLC | 34 | $2.99K | 0.00% | −10−22.7% | Reduced |
| SJS Investment Consulting Inc. | 33 | $2.90K | 0.00% | +9+37.5% | Added |
| Binnacle Investments Inc | 33 | $2.90K | 0.00% | +33 | New |
| Global Financial Private Client, LLC | 32 | $2.81K | 0.00% | +25+357.1% | Added |
| Provenance Wealth Advisors, LLC | 29 | $2.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.46K | 0.00% | +9+47.4% | Added |
| First Command Advisory Services, Inc. | 26 | $2.29K | 0.00% | +26 | New |
| Dogwood Wealth Management LLC | 26 | $2.29K | 0.00% | +26 | New |
| Principia Wealth Advisory, LLC | 24 | $2.14K | 0.00% | +8+50.0% | Added |
| WealthTrak Capital Management LLC | 23 | $2.02K | 0.00% | +8+53.3% | Added |
| CX Institutional | 28 | $2.00K | 0.00% | +28 | New |
| St. Johns Investment Management Company, LLC | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $1.76K | 0.00% | +20 | New |
| Innovative Advisory Group, LLC | 20 | $1.76K | 0.00% | +20 | New |
| Riggs Asset Managment Co. Inc. | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $1.41K | 0.00% | +4+33.3% | Added |
| Medallion Wealth Advisors, LLC | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 14 | $1.23K | 0.00% | +14 | New |
| TD Capital Management LLC | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 13 | $1.14K | 0.00% | +13 | New |
| Sofos Investments, Inc. | 12 | $1.06K | 0.00% | +12 | New |
| Semmax Financial Advisors Inc. | 10 | $946 | 0.00% | +10 | New |
| Key Financial Inc | 10 | $880 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $880 | 0.00% | +10 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $878 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 9 | $792 | 0.00% | +9 | New |
| Golden State Wealth Management, LLC | 6 | $528 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 6 | $528 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $444 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $441 | 0.00% | +5 | New |
| Rosenberg Matthew Hamilton | 5 | $440 | 0.00% | +5 | New |
| Olistico Wealth, LLC | 5 | $440 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $440 | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 4 | $352 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $352 | 0.00% | +1+33.3% | Added |
| Private Wealth Asset Management, LLC | 4 | $352 | 0.00% | +4 | New |
| TFC Financial Management | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $264 | 0.00% | +3 | New |
| High Note Wealth, LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $175 | 0.00% | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −1,633,095−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −634,294−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −464,115−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −421,866−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −343,279−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −320,213−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −233,861−100.0% | Sold out |
| GCM Grosvenor Holdings, LLC | 0 | $0 | 0.00% | −207,790−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −143,114−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −135,558−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −111,252−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −81,229−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −75,858−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −71,640−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −65,213−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −63,777−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −59,086−100.0% | Sold out |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −43,480−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −42,853−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |