| Park Square Financial Group, LLC | 57 | $7.20K | 0.06% | −12−17.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 58 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 57 | $7.00K | 0.00% | +57 | New |
| MJT & Associates Financial Advisory Group, Inc. | 55 | $6.95K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 55 | $6.95K | 0.00% | +30+120.0% | Added |
| Bullseye Investment Management, LLC | 50 | $6.32K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $6.19K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 49 | $6.19K | 0.00% | +6+14.0% | Added |
| Silver Grove Financial Group, Inc. | 46 | $5.81K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 43 | $5.43K | 0.00% | +6+16.2% | Added |
| 1620 Investment Advisors, Inc. | 42 | $5.30K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 42 | $5.30K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $5.18K | 0.00% | +5+13.9% | Added |
| Trust Co of Vermont | 37 | $4.67K | 0.00% | +37 | New |
| Ares Financial Consulting, LLC | 35 | $4.42K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 34 | $4.30K | 0.00% | +27+385.7% | Added |
| Commonwealth Retirement Investments LLC | 33 | $4.13K | 0.00% | +33 | New |
| Cape Investment Advisory, Inc. | 31 | $3.92K | 0.00% | +31 | New |
| Marquette Asset Management, LLC | 30 | $3.79K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $3.66K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 28 | $3.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $3.54K | 0.00% | +1+3.7% | Added |
| Holos Integrated Wealth LLC | 30 | $3.48K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 26 | $3.28K | 0.00% | +26 | New |
| Downshift Financial, LLC | 26 | $3.28K | 0.00% | +26 | New |
| Brown, Lisle/Cummings, Inc. | 25 | $3.16K | 0.00% | −22−46.8% | Reduced |
| Rialto Wealth Management, LLC | 25 | $3.16K | 0.00% | +9+56.3% | Added |
| Hughes Financial Services, LLC | 25 | $3.16K | 0.00% | +17+212.5% | Added |
| Planning Strategies Inc. | 24 | $3.03K | 0.00% | +24 | New |
| Ogorek Anthony Joseph | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 22 | $2.80K | 0.00% | −50−69.4% | Reduced |
| Fulcrum Asset Management LLP | 20 | $2.60K | 0.00% | +20 | New |
| BOK Financial Private Wealth, Inc. | 20 | $2.53K | 0.00% | +20 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 23 | $2.37K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 17 | $2.15K | 0.00% | +4+30.8% | Added |
| NBT Bank N A | 17 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $2.15K | 0.00% | +17 | New |
| FWL Investment Management, LLC | 17 | $2.15K | 0.00% | +17 | New |
| West Paces Advisors Inc. | 17 | $2.15K | 0.00% | +17 | New |
| Clark Wealth Partners | 15 | $1.90K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 14 | $1.77K | 0.00% | +14 | New |
| Kilter Group LLC | 13 | $1.64K | 0.00% | −2−13.3% | Reduced |
| Aspect Partners, LLC | 12 | $1.52K | 0.00% | −17−58.6% | Reduced |
| TFC Financial Management | 12 | $1.52K | 0.00% | +5+71.4% | Added |
| Bokf, NA | 12 | $1.52K | 0.00% | +12 | New |
| Financial Consulate, Inc | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $1.26K | 0.00% | +6+150.0% | Added |
| Washington Trust Advisors, Inc. | 9 | $1.14K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $885 | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $884 | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 7 | $884 | 0.00% | +7 | New |
| Gs Investments, Inc. | 6 | $758 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $758 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $758 | 0.00% | +6 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $637 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $632 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $632 | 0.00% | +5 | New |
| Leonteq Securities AG | 4 | $505 | 0.00% | −3,360−99.9% | Reduced |
| Raleigh Capital Management Inc. | 3 | $422 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 3 | $388 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $379 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $379 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $379 | 0.00% | +3 | New |
| Sankala Group LLC | 2 | $254 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $253 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $244 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 1 | $126 | 0.00% | +1 | New |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −616,513−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −287,817−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −190,884−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −163,636−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −81,478−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −60,388−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −53,641−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −42,200−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −33,654−100.0% | Sold out |
| Sage Capital Management, LLC | 0 | $0 | 0.00% | −26,692−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −24,108−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −11,822−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,839−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −3,236−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −3,083−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Allen Mooney & Barnes Investment Advisors LLC | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |