| General Partner, Inc. | 150 | $5.13K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 145 | $4.96K | 0.00% | −170−54.0% | Reduced |
| Ruedi Wealth Management, Inc. | 133 | $4.55K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 123 | $4.20K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 112 | $4.00K | 0.00% | −32−22.2% | Reduced |
| Tradition Wealth Management, LLC | 117 | $4.00K | 0.00% | +1+0.9% | Added |
| Capital Advisors, Ltd. LLC | 108 | $4.00K | 0.00% | +84+350.0% | Added |
| Sandy Spring Bank | 112 | $3.83K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $3.66K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 105 | $3.59K | 0.00% | −228−68.5% | Reduced |
| M&R Capital Management Inc | 100 | $3.42K | 0.00% | +100 | New |
| Sutton Wealth Advisors Inc. | 97 | $3.31K | 0.00% | −35−26.5% | Reduced |
| Dividend Assets Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 87 | $2.97K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $2.87K | 0.00% | +84 | New |
| MB, Levis & Associates, LLC | 83 | $2.83K | 0.00% | +1+1.2% | Added |
| Financial Perspectives, Inc | 82 | $2.80K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 68 | $2.32K | 0.00% | −100−59.5% | Reduced |
| Red Tortoise LLC | 66 | $2.26K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $2.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 60 | $2.05K | 0.00% | +60 | New |
| Benjamin F. Edwards & Company, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 65 | $2.00K | 0.00% | +65 | New |
| Adirondack Trust Co | 55 | $1.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 54 | $1.85K | 0.00% | −22−28.9% | Reduced |
| IAG Wealth Partners, LLC | 53 | $1.81K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 52 | $1.78K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 52 | $1.78K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $1.71K | 0.00% | −50−50.0% | Reduced |
| RFP Financial Group LLC | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $1.71K | 0.00% | +50 | New |
| First Financial Corp | 48 | $1.64K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 44 | $1.50K | 0.00% | +44 | New |
| SRS Capital Advisors, Inc. | 44 | $1.49K | 0.00% | −77−63.6% | Reduced |
| Evermay Wealth Management LLC | 43 | $1.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $1.44K | 0.00% | −113−72.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 41 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $1.37K | 0.00% | −26−39.4% | Reduced |
| USA Financial Portformulas Corp | 39 | $1.33K | 0.00% | −9−18.8% | Reduced |
| Salem Investment Counselors Inc | 37 | $1.26K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 37 | $1.26K | 0.00% | +37 | New |
| Carolinas Wealth Consulting LLC | 31 | $1.10K | 0.00% | −2,930−99.0% | Reduced |
| Semmax Financial Advisors Inc. | 29 | $1.03K | 0.00% | +29 | New |
| Baker Avenue Asset Management, LP | 27 | $923 | 0.00% | −48−64.0% | Reduced |
| Oakworth Capital, Inc. | 27 | $923 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 23 | $786 | 0.00% | −18,606−99.9% | Reduced |
| LGT Financial Advisors LLC | 21 | $718 | 0.00% | +21 | New |
| Perkins Coie Trust Co | 21 | $717 | 0.00% | +21 | New |
| TFC Financial Management | 19 | $650 | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 19 | $649 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $638 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 14 | $479 | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $444 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $274 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $273 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $194 | 0.00% | +4+400.0% | Added |
| Cambridge Trust Co | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2 | $63 | 0.00% | +1+100.0% | Added |
| Motco | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $0 | 0.00% | −39−73.6% | Reduced |
| Lazard Asset Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $0 | 0.00% | +13 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −941,793−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −836,460−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −542,200−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −443,305−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −396,575−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −174,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −170,349−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −163,961−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −159,781−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −79,521−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −79,097−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −78,220−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −60,500−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −60,400−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −42,462−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −42,422−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −39,919−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −25,036−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −19,453−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −17,011−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −15,866−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −15,317−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −14,184−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −13,102−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −12,175−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,888−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −11,348−100.0% | Sold out |
| Dimension Capital Management LLC | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −9,812−100.0% | Sold out |
| Windsor Capital Management, LLC | 0 | $0 | 0.00% | −9,215−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,195−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −9,126−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |