| Whittier Trust Co of Nevada Inc | 716 | $31.4K | 0.00% | −115−13.8% | Reduced |
| Parallel Advisors, LLC | 683 | $30.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 644 | $28.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 642 | $28.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 593 | $26.0K | 0.00% | +80+15.6% | Added |
| Northwestern Mutual Wealth Management Co | 588 | $25.8K | 0.00% | +588 | New |
| Cary Street Partner Investment Advisory LLC | 581 | $25.5K | 0.00% | +571+5,710.0% | Added |
| Versant Capital Management, Inc | 539 | $23.7K | 0.01% | −17−3.1% | Reduced |
| Parkside Financial Bank & Trust | 499 | $21.9K | 0.01% | −52−9.4% | Reduced |
| STRS Ohio | 500 | $21.0K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 462 | $20.3K | 0.00% | −205−30.7% | Reduced |
| Piscataqua Savings Bank | 456 | $20.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 450 | $19.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 447 | $19.6K | 0.00% | +370+480.5% | Added |
| Fifth Third Bancorp | 399 | $17.5K | 0.00% | −9−2.2% | Reduced |
| Sandy Spring Bank | 396 | $17.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $17.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 387 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 365 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 359 | $15.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 357 | $15.7K | 0.01% | +4+1.1% | Added |
| Oakworth Capital, Inc. | 303 | $13.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 263 | $11.5K | 0.00% | −9−3.3% | Reduced |
| Quarry LP | 245 | $10.8K | 0.01% | +245 | New |
| Carmel Capital Partners, LLC | 237 | $10.4K | 0.00% | +237 | New |
| Compagnie Lombard Odier SCmA | 235 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 230 | $10.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 229 | $10.1K | 0.00% | −51−18.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 217 | $9.53K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 204 | $8.96K | 0.00% | +190+1,357.1% | Added |
| AdvisorNet Financial, Inc | 198 | $8.69K | 0.00% | +189+2,100.0% | Added |
| Laffer Tengler Investments | 166 | $7.29K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $6.24K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 135 | $5.88K | 0.00% | −223−62.3% | Reduced |
| CoreFirst Bank & Trust | 132 | $5.80K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 126 | $5.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $5.01K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 114 | $5.01K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $4.39K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 97 | $4.26K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $4.13K | 0.00% | +94 | New |
| Addison Advisors LLC | 93 | $4.08K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 79 | $3.47K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,510 | $3.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 63 | $2.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 61 | $2.68K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $2.56K | 0.00% | −4−6.5% | Reduced |
| Red Tortoise LLC | 55 | $2.40K | 0.00% | +1+1.9% | Added |
| Legacy Financial Group LLC | 52 | $2.28K | 0.00% | +52 | New |
| Farther Finance Advisors, LLC | 47 | $2.06K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 37 | $1.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $1.59K | 0.00% | +28+350.0% | Added |
| Quent Capital, LLC | 35 | $1.55K | 0.00% | −18−34.0% | Reduced |
| FinTrust Capital Advisors, LLC | 35 | $1.54K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.27K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 28 | $1.23K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 28 | $1.23K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 26 | $1.15K | 0.00% | −18−40.9% | Reduced |
| Kelly Financial Services LLC | 26 | $1.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $1.10K | 0.00% | +1+4.2% | Added |
| Winch Advisory Services, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 30 | $1.00K | 0.00% | +30 | New |
| VitalStone Financial, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Sugarloaf Wealth Management, LLC | 22 | $968 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 22 | $967 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 21 | $922 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $790 | 0.00% | +14+350.0% | Added |
| Sound Income Strategies, LLC | 17 | $729 | 0.00% | +1+6.3% | Added |
| Cambridge Trust Co | 14 | $615 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $590 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $571 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 13 | $571 | 0.00% | +13 | New |
| Baker Avenue Asset Management, LP | 12 | $527 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $484 | 0.00% | +2+22.2% | Added |
| Riverview Trust Co | 11 | $483 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 8 | $352 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $308 | 0.00% | +3+75.0% | Added |
| Sunbelt Securities, Inc. | 4 | $176 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $132 | 0.00% | −23−88.5% | Reduced |
| PSI Advisors, LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −8,427,281−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −143,500−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −70,929−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −53,291−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −30,804−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −22,287−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,334−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,220−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,187−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,947−100.0% | Sold out |