| Massmutual Trust Co FSB | 432 | $9.00K | 0.00% | −234−35.1% | Reduced |
| EverSource Wealth Advisors, LLC | 431 | $8.98K | 0.00% | −306−41.5% | Reduced |
| McIlrath & Eck, LLC | 396 | $8.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 378 | $7.87K | 0.00% | +370+4,625.0% | Added |
| Winch Advisory Services, LLC | 364 | $7.59K | 0.00% | +3+0.8% | Added |
| Atlantic Union Bankshares Corp | 364 | $7.58K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 354 | $7.39K | 0.00% | −1−0.3% | Reduced |
| Rosenberg Matthew Hamilton | 354 | $7.37K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 329 | $6.85K | 0.00% | −553−62.7% | Reduced |
| Elyxium Wealth, LLC | 289 | $6.02K | 0.00% | +289 | New |
| Parkside Financial Bank & Trust | 285 | $5.94K | 0.00% | −33−10.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 285 | $5.94K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 269 | $5.60K | 0.00% | −1,093−80.2% | Reduced |
| Farmers & Merchants Investments Inc | 253 | $5.27K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 250 | $5.21K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 234 | $4.87K | 0.00% | +2+0.9% | Added |
| Smartleaf Asset Management LLC | 221 | $4.63K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 212 | $4.42K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 200 | $4.17K | 0.00% | +200 | New |
| Basecamp Wealth Advisors LLC | 161 | $3.35K | 0.00% | +161 | New |
| Mascoma Wealth Management LLC | 150 | $3.13K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 180 | $3.00K | 0.00% | +180 | New |
| WPG Advisers, LLC | 140 | $2.92K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 126 | $2.63K | 0.00% | +126 | New |
| Plante Moran Financial Advisors, LLC | 120 | $2.51K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 119 | $2.48K | 0.00% | +119 | New |
| Meeder Asset Management Inc | 104 | $2.17K | 0.00% | +104 | New |
| Sachetta, LLC | 103 | $2.15K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $2.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $2.08K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 98 | $2.04K | 0.00% | +98 | New |
| UMA Financial Services, Inc. | 95 | $1.98K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 93 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $1.92K | 0.00% | −56−37.8% | Reduced |
| ORG Partners LLC | 90 | $1.87K | 0.00% | +90 | New |
| Gables Capital Management Inc. | 82 | $1.71K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 57 | $1.19K | 0.00% | −77−57.5% | Reduced |
| Ransom Advisory, Ltd | 53 | $1.10K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 52 | $1.08K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 52 | $1.08K | 0.00% | +1+2.0% | Added |
| Financial Management Professionals, Inc. | 50 | $1.05K | 0.00% | +50 | New |
| CVA Family Office, LLC | 48 | $1.00K | 0.00% | +48 | New |
| IFC & Insurance Marketing, Inc. | 66 | $1.00K | 0.00% | +66 | New |
| Bare Financial Services, Inc | 46 | $958 | 0.00% | −21−31.3% | Reduced |
| Quent Capital, LLC | 44 | $916 | 0.00% | −135−75.4% | Reduced |
| Turning Point Benefit Group, Inc. | 34 | $708 | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 31 | $646 | 0.00% | +31 | New |
| Manchester Capital Management LLC | 30 | $625 | 0.00% | +30 | New |
| Ares Financial Consulting, LLC | 28 | $583 | 0.00% | +28 | New |
| Bruce G. Allen Investments, LLC | 27 | $562 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 26 | $542 | 0.00% | +26 | New |
| Fortitude Family Office, LLC | 25 | $521 | 0.00% | −248−90.8% | Reduced |
| Hilton Head Capital Partners, LLC | 24 | $500 | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 20 | $417 | 0.00% | +15+300.0% | Added |
| Bayban | 20 | $417 | 0.00% | +20 | New |
| Cromwell Holdings LLC | 18 | $375 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $313 | 0.00% | −237−94.0% | Reduced |
| First Horizon Corp | 14 | $292 | 0.00% | −36−72.0% | Reduced |
| MV Capital Management, Inc. | 14 | $292 | 0.00% | −25−64.1% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $250 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $250 | 0.00% | +5+71.4% | Added |
| Motco | 10 | $208 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $208 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 9 | $188 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $187 | 0.00% | −424−97.9% | Reduced |
| CWM Advisors, LLC | 8 | $167 | 0.00% | +8 | New |
| South State Corp. | 5 | $105 | 0.00% | −30−85.7% | Reduced |
| Rialto Wealth Management, LLC | 5 | $105 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $105 | 0.00% | +5 | New |
| Assetmark, Inc | 5 | $104 | 0.00% | −48−90.6% | Reduced |
| Private Wealth Asset Management, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $63 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $63 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $62 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $58 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $21 | 0.00% | +1 | New |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −444,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −215,283−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −171,672−100.0% | Sold out |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −154,731−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −140,400−100.0% | Sold out |
| SCHF (Gpe), LLC | 0 | $0 | 0.00% | −129,050−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −116,951−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −94,932−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −73,000−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −63,212−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −49,549−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −39,494−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −35,310−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −30,795−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −29,054−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −27,341−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −24,087−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −23,967−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −21,529−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −18,905−100.0% | Sold out |