| Toth Financial Advisory Corp | 180 | $28.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 170 | $26.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 164 | $26.0K | 0.00% | −1−0.6% | Reduced |
| Mystic Asset Management, Inc. | 171 | $26.0K | 0.01% | +171 | New |
| Covestor Ltd | 160 | $25.0K | 0.04% | +160 | New |
| Baystate Wealth Management LLC | 148 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 145 | $23.0K | 0.01% | −4−2.7% | Reduced |
| Farmers & Merchants Investments Inc | 142 | $22.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 139 | $22.0K | 0.00% | +9+6.9% | Added |
| Rather & Kittrell, Inc. | 122 | $19.0K | 0.02% | +122 | New |
| Asset Dedication, LLC | 115 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 111 | $17.3K | 0.01% | +111 | New |
| Norway Savings Bank | 107 | $17.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 94 | $15.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 94 | $15.0K | 0.01% | +94 | New |
| Dark Forest Capital Management LP | 87 | $14.0K | 0.01% | −525−85.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 87 | $14.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 91 | $14.0K | 0.00% | +16+21.3% | Added |
| CVA Family Office, LLC | 90 | $14.0K | 0.00% | +90 | New |
| Smithfield Trust Co | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 82 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 85 | $13.0K | 0.00% | +45+112.5% | Added |
| Westside Investment Management, Inc. | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 81 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 77 | $12.0K | 0.01% | +77 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 69 | $11.0K | 0.00% | +69 | New |
| West Paces Advisors Inc. | 70 | $10.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 63 | $10.0K | 0.01% | +63 | New |
| Sutton Wealth Advisors Inc. | 62 | $9.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 60 | $9.36K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 51 | $8.00K | 0.00% | −254−83.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 46 | $7.00K | 0.00% | −4−8.0% | Reduced |
| North Star Investment Management Corp. | 48 | $7.00K | 0.00% | +10+26.3% | Added |
| South State Corp. | 48 | $7.00K | 0.00% | +48 | New |
| Amplius Wealth Advisors, LLC | 49 | $7.00K | 0.00% | +49 | New |
| Eagle Bay Advisors LLC | 39 | $6.00K | 0.00% | −21−35.0% | Reduced |
| HighMark Wealth Management LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $6.00K | 0.00% | +21+110.5% | Added |
| Pittenger & Anderson Inc | 40 | $6.00K | 0.00% | +40 | New |
| Financial Management Professionals, Inc. | 34 | $5.00K | 0.00% | −35−50.7% | Reduced |
| Ci Investments Inc. | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 30 | $5.00K | 0.00% | +9+42.9% | Added |
| Cambridge Trust Co | 31 | $5.00K | 0.00% | +31 | New |
| Retirement Planning Co of New England, Inc. | 33 | $5.00K | 0.00% | +33 | New |
| Glen Eagle Advisors, LLC | 30 | $4.68K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 24 | $4.00K | 0.00% | +5+26.3% | Added |
| HHM Wealth Advisors, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 28 | $4.00K | 0.00% | +28 | New |
| JFS Wealth Advisors, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Gemmer Asset Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 18 | $3.00K | 0.00% | +18 | New |
| First Community Trust NA | 18 | $2.81K | 0.00% | +18 | New |
| Crescent Capital Consulting, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Bedel Financial Consulting, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Core Alternative Capital | 11 | $2.00K | 0.00% | +11 | New |
| Curi Capital | 14 | $2.00K | 0.00% | +14 | New |
| Schubert & Co | 12 | $2.00K | 0.00% | +12 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 12 | $2.00K | 0.00% | +12 | New |
| Sandy Cove Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Bivin & Associates, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Lenox Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 5 | $1.00K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Center for Financial Planning, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Cassady Schiller Wealth Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Karlinski Andrew C | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 2 | $311 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,085,077−100.0% | Sold out |
| Darsana Capital Partners LP | 0 | $0 | 0.00% | −1,500,000−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −579,498−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −188,773−100.0% | Sold out |
| HHR Asset Management, LLC | 0 | $0 | 0.00% | −110,762−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −86,355−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −75,770−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −66,867−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −41,655−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −36,970−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −35,351−100.0% | Sold out |