| Eagle Bay Advisors LLC | 128 | $12.7K | 0.01% | +128 | New |
| Caldwell Trust Co | 125 | $12.4K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 125 | $12.4K | 0.01% | +125 | New |
| TSFG, LLC | 117 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 119 | $11.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 117 | $11.6K | 0.00% | −3−2.5% | Reduced |
| First Financial Corp | 117 | $11.6K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 146 | $11.5K | 0.00% | +146 | New |
| Beacon Capital Management, LLC | 115 | $11.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 111 | $11.0K | 0.00% | +105+1,750.0% | Added |
| Hemington Wealth Management | 111 | $11.0K | 0.00% | +23+26.1% | Added |
| Mascoma Wealth Management LLC | 107 | $10.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 98 | $9.74K | 0.00% | −59−37.6% | Reduced |
| Old Second National Bank of Aurora | 96 | $9.54K | 0.00% | −54−36.0% | Reduced |
| Hexagon Capital Partners LLC | 94 | $9.35K | 0.00% | +49+108.9% | Added |
| PSI Advisors, LLC | 93 | $9.25K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 87 | $8.65K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $8.21K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 82 | $8.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 81 | $8.05K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 75 | $7.46K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 72 | $7.21K | 0.01% | −90−55.6% | Reduced |
| Horizon Bancorp Inc | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $6.76K | 0.00% | +9+15.3% | Added |
| WPG Advisers, LLC | 68 | $6.76K | 0.01% | +68 | New |
| Breakwater Investment Management | 64 | $6.36K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 61 | $6.07K | 0.00% | −4−6.2% | Reduced |
| Hilltop National Bank | 60 | $5.97K | 0.00% | −37−38.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 60 | $5.97K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 60 | $5.97K | 0.00% | +60 | New |
| Riggs Asset Managment Co. Inc. | 58 | $5.81K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 58 | $5.79K | 0.00% | +58 | New |
| NBC Securities, Inc. | 54 | $5.42K | 0.50% | −55,410−99.9% | Reduced |
| Capital Analysts, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $4.87K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $4.87K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $4.47K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $4.47K | 0.00% | +22+95.7% | Added |
| Farmers & Merchants Investments Inc | 42 | $4.18K | 0.00% | −36−46.2% | Reduced |
| Clean Yield Group | 42 | $4.18K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 40 | $3.98K | 0.00% | −10−20.0% | Reduced |
| Whipplewood Advisors, LLC | 40 | $3.98K | 0.00% | +40 | New |
| Luminist Capital LLC | 37 | $3.68K | 0.01% | +37 | New |
| Bellwether Advisors, LLC | 36 | $3.58K | 0.00% | +36 | New |
| Ritter Daniher Financial Advisory LLC | 34 | $3.38K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 34 | $3.38K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 31 | $3.08K | 0.00% | +14+82.4% | Added |
| Strategic Investment Solutions, Inc. | 55 | $3.01K | 0.00% | +55 | New |
| Avion Wealth | 40 | $3.00K | 0.00% | +8+25.0% | Added |
| TD Private Client Wealth LLC | 27 | $2.69K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.29K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 22 | $2.19K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 19 | $1.89K | 0.00% | +19 | New |
| Anchor Investment Management, LLC | 17 | $1.69K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.52K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.49K | 0.00% | +2+15.4% | Added |
| Horizon Investments, LLC | 15 | $1.49K | 0.00% | +15 | New |
| Ruedi Wealth Management, Inc. | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $994 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 12 | $944 | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 9 | $902 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $795 | 0.00% | +6+300.0% | Added |
| TFC Financial Management | 5 | $498 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $497 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $497 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $401 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $298 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $199 | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 2 | $198 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $198 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $99 | 0.00% | +1 | New |
| Cooperman Leon G | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −210,865−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −145,556−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,762−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,773−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −22,303−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,169−100.0% | Sold out |
| Sasco Capital Inc | 0 | $0 | 0.00% | −15,830−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,919−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −13,470−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −12,422−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,426−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,828−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,427−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −2,959−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |