| Trust Co of Vermont | 158 | $31.0K | 0.00% | +23+17.0% | Added |
| Institutional & Family Asset Management, LLC | 153 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 147 | $29.0K | 0.00% | −104−41.4% | Reduced |
| Salem Investment Counselors Inc | 145 | $29.0K | 0.00% | −95−39.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 140 | $27.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 134 | $26.0K | 0.00% | −7−5.0% | Reduced |
| Baldwin Brothers Inc | 133 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 130 | $26.0K | 0.00% | +130 | New |
| Lindbrook Capital, LLC | 121 | $24.0K | 0.00% | +40+49.4% | Added |
| SRS Capital Advisors, Inc. | 112 | $22.0K | 0.00% | −50−30.9% | Reduced |
| Global Retirement Partners, LLC | 103 | $22.0K | 0.00% | +6+6.2% | Added |
| Allworth Financial LP | 105 | $21.0K | 0.00% | −189−64.3% | Reduced |
| TSFG, LLC | 106 | $21.0K | 0.01% | −172−61.9% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 97 | $19.0K | 0.00% | −99−50.5% | Reduced |
| CVA Family Office, LLC | 98 | $19.0K | 0.01% | +60+157.9% | Added |
| Centerpoint Advisors, LLC | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 90 | $18.0K | 0.00% | +90 | New |
| Covestor Ltd | 81 | $16.0K | 0.01% | +41+102.5% | Added |
| Group One Trading, L.P. | 74 | $15.0K | 0.00% | −128−63.4% | Reduced |
| Clearstead Advisors, LLC | 77 | $15.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 71 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 73 | $14.0K | 0.00% | +73 | New |
| Davidson Capital Management Inc. | 64 | $13.0K | 0.01% | −4,133−98.5% | Reduced |
| AdvisorNet Financial, Inc | 66 | $13.0K | 0.00% | +3+4.8% | Added |
| Geneos Wealth Management Inc. | 59 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $9.00K | 0.00% | +19+73.1% | Added |
| Carolinas Wealth Consulting LLC | 46 | $9.00K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 41 | $8.00K | 0.00% | −22−34.9% | Reduced |
| Bogart Wealth, LLC | 41 | $8.00K | 0.00% | +30+272.7% | Added |
| Canada Pension Plan Investment Board | 33 | $7.00K | 0.00% | −2,000−98.4% | Reduced |
| Stonebridge Capital Advisors LLC | 34 | $7.00K | 0.00% | +9+36.0% | Added |
| Farmers & Merchants Investments Inc | 31 | $6.00K | 0.00% | −54−63.5% | Reduced |
| McIlrath & Eck, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $6.00K | 0.00% | +6+24.0% | Added |
| Johnson Financial Group, Inc. | 30 | $6.00K | 0.00% | +30 | New |
| Jones Financial Companies LLLP | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 26 | $5.00K | 0.00% | +26 | New |
| Ten Capital Wealth Advisors, LLC | 27 | $5.00K | 0.00% | +27 | New |
| Annapolis Financial Services, LLC | 25 | $5.00K | 0.00% | +25 | New |
| Evoke Wealth, LLC | 18 | $4.00K | 0.00% | −18−50.0% | Reduced |
| Money Concepts Capital Corp | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $4.00K | 0.00% | −4−17.4% | Reduced |
| Ranger Investment Management, L.P. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 20 | $4.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $4.00K | 0.00% | +20 | New |
| Glassman Wealth Services | 17 | $3.00K | 0.00% | −12−41.4% | Reduced |
| Northwest Investment Counselors, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 16 | $3.00K | 0.00% | +16 | New |
| Center for Financial Planning, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| PFS Partners, LLC | 14 | $2.76K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $2.00K | 0.00% | −8−50.0% | Reduced |
| Lee Financial Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $1.18K | 0.00% | −23−79.3% | Reduced |
| Ronald Blue Trust, Inc. | 3 | $1.00K | 0.00% | −85−96.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5 | $1.00K | 0.00% | −10−66.7% | Reduced |
| BerganKDV Wealth Management, LLC | 6 | $1.00K | 0.00% | −9−60.0% | Reduced |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| MV Capital Management, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $1.00K | 0.00% | −4−57.1% | Reduced |
| Disciplined Investments, LLC | 6 | $1.00K | 0.00% | +4+200.0% | Added |
| Gradient Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Almanack Investment Partners, LLC. | 5 | $1.00K | 0.00% | +5 | New |
| KB Financial Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Dakota Community Bank & Trust NA | 7 | $1.00K | 0.01% | +7 | New |
| Raffa Wealth Management, LLC | 3 | $590 | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 2 | $380 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −83,092−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −78,509−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −49,157−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −38,365−100.0% | Sold out |
| Leeward Investments, LLC - MA | 0 | $0 | 0.00% | −37,980−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −27,954−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −23,575−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,923−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −16,377−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,193−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −13,609−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,202−100.0% | Sold out |
