| Hara Capital LLC | 300 | $43.4K | 0.03% | −280−48.3% | Reduced |
| Cromwell Holdings LLC | 257 | $37.2K | 0.02% | −100−28.0% | Reduced |
| Rothschild Investment LLC | 249 | $36.0K | 0.00% | −204−45.0% | Reduced |
| NBC Securities, Inc. | 221 | $32.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 217 | $31.4K | 0.00% | −5−2.3% | Reduced |
| Cheviot Value Management, LLC | 225 | $30.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 196 | $28.4K | 0.00% | +196 | New |
| Cornerstone Planning Group LLC | 434 | $28.2K | 0.00% | +342+371.7% | Added |
| EverSource Wealth Advisors, LLC | 185 | $26.8K | 0.00% | +30+19.4% | Added |
| UMA Financial Services, Inc. | 177 | $25.6K | 0.00% | −3−1.7% | Reduced |
| Versant Capital Management, Inc | 160 | $23.2K | 0.00% | −158−49.7% | Reduced |
| McIlrath & Eck, LLC | 160 | $23.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 157 | $22.7K | 0.00% | +57+57.0% | Added |
| Huntington National Bank | 156 | $22.6K | 0.00% | +28+21.9% | Added |
| Anchor Investment Management, LLC | 150 | $21.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 149 | $21.6K | 0.00% | −56−27.3% | Reduced |
| CoreCap Advisors, LLC | 131 | $19.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 121 | $17.5K | 0.00% | −8−6.2% | Reduced |
| Clearstead Advisors, LLC | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $14.5K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 95 | $13.8K | 0.00% | +95 | New |
| Park Square Financial Group, LLC | 93 | $13.5K | 0.06% | −29−23.8% | Reduced |
| Advisory Services Network, LLC | 85 | $12.3K | 0.00% | +85 | New |
| NFJ Investment Group, LLC | 81 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 76 | $11.0K | 0.00% | +12+18.8% | Added |
| North Capital, Inc. | 75 | $10.9K | 0.01% | +1+1.4% | Added |
| Pin Oak Investment Advisors Inc | 70 | $10.1K | 0.01% | +70 | New |
| Accredited Wealth Management, LLC | 0 | $9.41K | 0.01% | −65−100.0% | Reduced |
| Harbour Investments, Inc. | 56 | $8.11K | 0.00% | +19+51.4% | Added |
| Hurley Capital, LLC | 52 | $7.53K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $7.53K | 0.00% | +13+33.3% | Added |
| Brown Brothers Harriman & Co | 52 | $7.53K | 0.00% | +52 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $7.24K | 0.00% | +25+100.0% | Added |
| Farther Finance Advisors, LLC | 45 | $6.51K | 0.00% | +28+164.7% | Added |
| Sunbelt Securities, Inc. | 44 | $6.37K | 0.00% | −117−72.7% | Reduced |
| North Star Investment Management Corp. | 43 | $6.23K | 0.00% | +13+43.3% | Added |
| Evergreen Private Wealth LLC | 41 | $5.94K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 39 | $5.65K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 37 | $5.36K | 0.00% | +14+60.9% | Added |
| Washington Trust Advisors, Inc. | 35 | $5.08K | 0.00% | +35 | New |
| LRI Investments, LLC | 34 | $4.88K | 0.00% | +34 | New |
| Adirondack Trust Co | 30 | $4.34K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 28 | $4.05K | 0.00% | +2+7.7% | Added |
| Albion Financial Group | 26 | $3.77K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 26 | $3.77K | 0.00% | +26 | New |
| Larson Financial Group LLC | 26 | $3.76K | 0.00% | −14−35.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 25 | $3.62K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 25 | $3.62K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $3.33K | 0.00% | −2,345−99.0% | Reduced |
| Rakuten Securities, Inc. | 23 | $3.33K | 0.00% | +15+187.5% | Added |
| Salomon & Ludwin, LLC | 24 | $3.32K | 0.00% | −102−81.0% | Reduced |
| Glen Eagle Advisors, LLC | 22 | $3.19K | 0.00% | +20+1,000.0% | Added |
| Rossby Financial, LCC | 21 | $2.92K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 19 | $2.75K | 0.00% | +4+26.7% | Added |
| Parkside Financial Bank & Trust | 19 | $2.75K | 0.00% | +7+58.3% | Added |
| Pinnacle Bancorp, Inc. | 14 | $2.03K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $1.30K | 0.00% | −147−94.2% | Reduced |
| Bare Financial Services, Inc | 8 | $1.16K | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 8 | $1.16K | 0.00% | +8 | New |
| Western Pacific Wealth Management, LP | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 8 | $1.16K | 0.00% | +8 | New |
| Fairscale Capital, LLC | 6 | $869 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $724 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4 | $580 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $579 | 0.00% | +2+100.0% | Added |
| Mather Group, LLC. | 3 | $434 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 2 | $290 | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 2 | $290 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $278 | 0.00% | +2 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $145 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $145 | 0.00% | +1 | New |
| Truvestments Capital LLC | 1 | $127 | 0.00% | +1 | Added |
| Hemington Wealth Management | 3 | $0 | 0.00% | +3 | New |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −914,424−100.0% | Sold out |
| CCLA Investment Management Ltd | 0 | $0 | 0.00% | −710,865−100.0% | Sold out |
| RGM Capital, LLC | 0 | $0 | 0.00% | −684,441−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −550,714−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −29,750−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,684−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −21,825−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,331−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,115−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −6,406−100.0% | Sold out |
| Northwestern Mutual Investment Management Company, LLC | 0 | $0 | 0.00% | −5,827−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −5,785−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,456−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −4,974−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −4,479−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −3,124−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |