| Central Trust Co | 97 | $11.3K | 0.00% | −1−1.0% | Reduced |
| Fortitude Family Office, LLC | 96 | $11.1K | 0.00% | +96 | New |
| Householder Group Estate & Retirement Specialist, LLC | 102 | $11.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 95 | $11.0K | 0.00% | +2+2.2% | Added |
| Abound Wealth Management | 94 | $10.9K | 0.00% | +39+70.9% | Added |
| Washington Trust Advisors, Inc. | 94 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $10.8K | 0.00% | −11−10.6% | Reduced |
| Asset Dedication, LLC | 90 | $10.4K | 0.00% | −71−44.1% | Reduced |
| CVA Family Office, LLC | 87 | $10.1K | 0.00% | +30+52.6% | Added |
| Bogart Wealth, LLC | 86 | $9.98K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 81 | $9.40K | 0.01% | +81 | New |
| Old Second National Bank of Aurora | 78 | $9.05K | 0.00% | +78 | New |
| Zions Bancorporation, N.A. | 71 | $8.24K | 0.00% | −62−46.6% | Reduced |
| Harbor Investment Advisory, LLC | 66 | $7.66K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 64 | $7.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $7.31K | 0.00% | +39+162.5% | Added |
| Albion Financial Group | 62 | $7.20K | 0.00% | +62 | New |
| Manchester Capital Management LLC | 60 | $6.92K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 57 | $6.62K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 57 | $6.62K | 0.00% | +57 | New |
| Rakuten Securities, Inc. | 55 | $6.38K | 0.00% | −2−3.5% | Reduced |
| Trust Co of Vermont | 55 | $6.38K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 53 | $6.15K | 0.00% | −49−48.0% | Reduced |
| Global Financial Private Client, LLC | 53 | $6.15K | 0.00% | +8+17.8% | Added |
| Bellevue Asset Management, LLC | 50 | $5.80K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $5.80K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 45 | $5.22K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 45 | $5.17K | 0.01% | +45 | New |
| Sittner & Nelson, LLC | 42 | $4.88K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 40 | $4.64K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 39 | $4.53K | 0.00% | +39 | New |
| Prestige Wealth Management Group LLC | 38 | $4.41K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 38 | $4.41K | 0.01% | +38 | New |
| Valley National Advisers Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 32 | $3.71K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 32 | $3.71K | 0.00% | +1+3.2% | Added |
| Quest 10 Wealth Builders, Inc. | 32 | $3.71K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $3.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $3.25K | 0.00% | −5−15.2% | Reduced |
| WR Wealth Planners, LLC | 27 | $3.13K | 0.00% | −48−64.0% | Reduced |
| HM Payson & Co | 26 | $3.02K | 0.00% | −1−3.7% | Reduced |
| Avion Wealth | 33 | $3.00K | 0.00% | +6+22.2% | Added |
| Financial Management Professionals, Inc. | 25 | $2.90K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $2.79K | 0.00% | +24 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.55K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 22 | $2.55K | 0.00% | +3+15.8% | Added |
| Pineridge Advisors LLC | 21 | $2.46K | 0.00% | +14+200.0% | Added |
| Cassady Schiller Wealth Management, LLC | 21 | $2.44K | 0.00% | +21 | New |
| Raleigh Capital Management Inc. | 20 | $2.32K | 0.00% | −5−20.0% | Reduced |
| Oakworth Capital, Inc. | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $1.86K | 0.00% | +16 | New |
| Capital A Wealth Management, LLC | 16 | $1.86K | 0.00% | +16 | New |
| Trifecta Capital Advisors, LLC | 15 | $1.74K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15 | $1.74K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 15 | $1.74K | 0.00% | +15 | New |
| Clean Yield Group | 14 | $1.63K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.39K | 0.00% | −22−64.7% | Reduced |
| Iron Horse Wealth Management, LLC | 12 | $1.39K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 11 | $1.28K | 0.00% | +11 | New |
| Clark Wealth Partners | 11 | $1.28K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | −10−71.4% | Reduced |
| Strengthening Families & Communities, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $976 | 0.09% | −8,059−99.9% | Reduced |
| POM Investment Strategies, LLC | 6 | $696 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $581 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $580 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 3 | $360 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 3 | $348 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3 | $348 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $348 | 0.00% | +3 | New |
| Stance Capital LLC | 3 | $348 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $336 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 2 | $233 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $116 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $116 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −1,709,196−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −103,161−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −32,057−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −26,572−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −19,660−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −14,873−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −13,759−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −11,424−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,180−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −10,389−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −9,897−100.0% | Sold out |
| Axecap Investments, LLC | 0 | $0 | 0.00% | −8,497−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −8,443−100.0% | Sold out |