| Salem Investment Counselors Inc | 998 | $17.0K | 0.00% | +850+574.3% | Added |
| Atlas Capital Advisors LLC | 969 | $16.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 980 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 803 | $14.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 800 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 768 | $12.8K | 0.01% | +768 | New |
| Trust Co of Vermont | 763 | $12.0K | 0.00% | +763 | New |
| Sandy Spring Bank | 650 | $11.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $10.0K | 0.00% | −500−45.5% | Reduced |
| Charter Oak Capital Management, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 600 | $10.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 572 | $10.0K | 0.00% | +270+89.4% | Added |
| Anchor Investment Management, LLC | 574 | $9.60K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $8.36K | 0.01% | +500 | New |
| Washington Trust Co | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 480 | $8.00K | 0.00% | +480 | New |
| EverSource Wealth Advisors, LLC | 486 | $8.00K | 0.00% | +486 | New |
| Old North State Trust, LLC | 496 | $8.00K | 0.01% | +496 | New |
| Endurance Wealth Management, Inc. | 424 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 404 | $7.00K | 0.00% | +2+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 403 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 405 | $7.00K | 0.01% | +405 | New |
| City State Bank | 400 | $7.00K | 0.00% | +400 | New |
| Baystate Wealth Management LLC | 330 | $6.00K | 0.00% | +3+0.9% | Added |
| McCarthy Asset Management, Inc. | 363 | $6.00K | 0.00% | +105+40.7% | Added |
| Arlington Partners LLC | 330 | $6.00K | 0.00% | +330 | New |
| Glen Eagle Advisors, LLC | 320 | $5.35K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 316 | $5.00K | 0.00% | −51−13.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 294 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 306 | $5.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 296 | $5.00K | 0.00% | +296 | New |
| Federation des caisses Desjardins du Quebec | 260 | $4.35K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 257 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 223 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 258 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 248 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 293 | $4.00K | 0.00% | +172+142.1% | Added |
| Cassady Schiller Wealth Management, LLC | 250 | $4.00K | 0.00% | +250 | New |
| TCI Wealth Advisors, Inc. | 188 | $3.00K | 0.00% | −60−24.2% | Reduced |
| Earnest Partners LLC | 178 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 192 | $3.00K | 0.00% | +192 | New |
| Kozak & Associates, Inc. | 173 | $3.00K | 0.00% | +173 | New |
| Steward Financial Group LLC | 200 | $3.00K | 0.00% | +200 | New |
| Byrne Asset Management LLC | 150 | $3.00K | 0.00% | +150 | New |
| Covington Capital Management | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 145 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 115 | $2.00K | 0.00% | +115 | New |
| Confluence Wealth Services, Inc. | 172 | $2.00K | 0.00% | +172 | New |
| Financial Management Professionals, Inc. | 70 | $1.00K | 0.00% | −4,191−98.4% | Reduced |
| JFS Wealth Advisors, LLC | 67 | $1.00K | 0.00% | −1,498−95.7% | Reduced |
| Glassman Wealth Services | 47 | $1.00K | 0.00% | −206−81.4% | Reduced |
| Annapolis Financial Services, LLC | 49 | $1.00K | 0.00% | −74−60.2% | Reduced |
| Lee Financial Co | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.00K | 0.00% | +2+6.9% | Added |
| TFC Financial Management | 48 | $1.00K | 0.00% | +48 | New |
| Curi Capital | 100 | $1.00K | 0.00% | +100 | New |
| Schubert & Co | 44 | $1.00K | 0.00% | +44 | New |
| James Reed Financial Services, Inc. | 112 | $1.00K | 0.00% | +112 | New |
| Financial Perspectives, Inc | 48 | $803 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $702 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $0 | 0.00% | −96,219−100.0% | Reduced |
| Blume Capital Management, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 26 | $0 | 0.00% | +23+766.7% | Added |
| Fieldpoint Private Securities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 18 | $0 | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 15 | $0 | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 29 | $0 | 0.00% | +29 | New |
| Amplius Wealth Advisors, LLC | 56 | $0 | 0.00% | +56 | New |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −1,700,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,083,022−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −847,968−100.0% | Sold out |
| Kehrs Ridge Capital,LLC | 0 | $0 | 0.00% | −490,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −391,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −356,541−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −296,317−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −226,141−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −215,577−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −169,016−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −157,400−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −122,214−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −110,485−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −101,685−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −74,555−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −73,032−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −66,503−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −65,617−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −58,956−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −42,200−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −52,299−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −50,729−100.0% | Sold out |