| Massmutual Trust Co FSB | 77 | $19.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 75 | $19.1K | 0.00% | −73−49.3% | Reduced |
| Salomon & Ludwin, LLC | 72 | $18.2K | 0.00% | +72 | New |
| TD Waterhouse Canada Inc. | 64 | $16.2K | 0.00% | +19+42.2% | Added |
| Carolina Wealth Advisors, LLC | 61 | $15.5K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 61 | $15.5K | 0.01% | +61 | New |
| ORG Partners LLC | 60 | $15.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 54 | $13.7K | 0.00% | +54 | New |
| Smithfield Trust Co | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 51 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $11.7K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 46 | $11.7K | 0.00% | +46 | New |
| Tower Research Capital LLC (TRC) | 44 | $11.2K | 0.00% | +44 | New |
| Private Wealth Management Group, LLC | 42 | $10.7K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 38 | $9.41K | 0.00% | +38 | New |
| Delta Asset Management LLC | 36 | $9.15K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 36 | $9.15K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 35 | $8.89K | 0.00% | +21+150.0% | Added |
| Mather Group, LLC. | 35 | $8.89K | 0.00% | +35 | New |
| Accent Capital Management, LLC | 34 | $8.64K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 33 | $8.38K | 0.00% | −1−2.9% | Reduced |
| Bell Investment Advisors, Inc | 32 | $8.13K | 0.00% | −8−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 31 | $7.88K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $7.63K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $7.62K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $7.62K | 0.00% | +8+36.4% | Added |
| Quent Capital, LLC | 27 | $6.86K | 0.00% | +27 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 26 | $6.64K | 0.00% | −26−50.0% | Reduced |
| Kings Path Partners LLC | 26 | $6.61K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 24 | $5.98K | 0.00% | +24 | New |
| Advisory Services Network, LLC | 22 | $5.59K | 0.00% | +22 | New |
| Trust Co of Vermont | 21 | $5.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $5.34K | 0.00% | +1+5.0% | Added |
| Raffa Wealth Management, LLC | 20 | $5.08K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 19 | $4.83K | 0.00% | −102−84.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19 | $4.83K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18 | $4.57K | 0.00% | +2+12.5% | Added |
| Quadrant Capital Group LLC | 18 | $4.57K | 0.00% | +18 | New |
| South State Corp. | 17 | $4.32K | 0.00% | −6−26.1% | Reduced |
| Angeles Wealth Management, LLC | 17 | $4.32K | 0.00% | +7+70.0% | Added |
| Strive Asset Management, LLC | 17 | $4.32K | 0.00% | +17 | New |
| Proffitt & Goodson Inc | 16 | $4.07K | 0.00% | +16 | New |
| Ameritas Advisory Services, LLC | 16 | $4.07K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 16 | $4.07K | 0.00% | +16 | New |
| FNY Investment Advisers, LLC | 16 | $4.00K | 0.00% | −210−92.9% | Reduced |
| Wealthspire Advisors, LLC | 15 | $3.82K | 0.00% | +15 | New |
| Private Wealth Asset Management, LLC | 14 | $3.56K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 13 | $3.30K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13 | $3.30K | 0.00% | +11+550.0% | Added |
| Cromwell Holdings LLC | 12 | $3.05K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 12 | $3.05K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $3.05K | 0.00% | +3+33.3% | Added |
| Tobam | 11 | $3.00K | 0.00% | +11 | New |
| CoreCap Advisors, LLC | 11 | $2.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $2.54K | 0.00% | +1+11.1% | Added |
| Manchester Capital Management LLC | 8 | $2.03K | 0.00% | −1−11.1% | Reduced |
| First Command Advisory Services, Inc. | 8 | $2.03K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | −3−25.0% | Reduced |
| Cloud Capital Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Activest Wealth Management | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.69K | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5 | $1.27K | 0.00% | +5 | New |
| Logan Capital Management Inc | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $1.27K | 0.00% | +4+400.0% | Added |
| Guerra Advisors Inc | 5 | $1.27K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 4 | $1.02K | 0.00% | +2+100.0% | Added |
| Larson Financial Group LLC | 4 | $1.02K | 0.00% | +3+300.0% | Added |
| Bare Financial Services, Inc | 4 | $1.02K | 0.00% | +4 | New |
| Key Financial Inc | 4 | $1.01K | 0.00% | +4 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $758 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $509 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $509 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $509 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $509 | 0.00% | +1+100.0% | Added |
| Highline Wealth Partners LLC | 2 | $508 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $508 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $344 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $255 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $254 | 0.00% | −1−50.0% | Reduced |
| Creative Financial Designs Inc | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,237−100.0% | Sold out |
| Kintayl Capital LP | 0 | $0 | 0.00% | −10,977−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −9,510−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −7,787−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,931−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,604−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,510−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| Trustees of Columbia University in the City of New York | 0 | $0 | 0.00% | −3,187−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |