| Riverview Trust Co | 23 | $15.0K | 0.01% | −16−41.0% | Reduced |
| Benjamin Edwards Inc | 24 | $15.0K | 0.00% | −4−14.3% | Reduced |
| Selective Wealth Management, Inc. | 23 | $15.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 24 | $15.0K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 22 | $14.0K | 0.00% | −3−12.0% | Reduced |
| Core Alternative Capital | 22 | $14.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 22 | $14.0K | 0.01% | +22 | New |
| Legacy Bridge, LLC | 20 | $13.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 19 | $13.0K | 0.01% | +3+18.8% | Added |
| Cordasco Financial Network | 19 | $12.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 17 | $11.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 17 | $10.7K | 0.00% | +17 | New |
| Eagle Bay Advisors LLC | 17 | $10.7K | 0.01% | +17 | New |
| Atlas Capital Advisors LLC | 16 | $10.1K | 0.00% | +7+77.8% | Added |
| Evermay Wealth Management LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 16 | $10.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $9.48K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $9.00K | 0.00% | −11−44.0% | Reduced |
| West Oak Capital, LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 15 | $9.00K | 0.00% | +9+150.0% | Added |
| Acima Private Wealth, LLC | 13 | $8.21K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $8.00K | 0.00% | +12 | New |
| FinTrust Capital Advisors, LLC | 10 | $7.00K | 0.00% | −9−47.4% | Reduced |
| HighMark Wealth Management LLC | 11 | $7.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 11 | $7.00K | 0.00% | +11 | New |
| Horan Securities, Inc. | 10 | $7.00K | 0.00% | +10 | New |
| Tradition Wealth Management, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $6.00K | 0.01% | +3+42.9% | Added |
| Plante Moran Financial Advisors, LLC | 10 | $6.00K | 0.00% | +5+100.0% | Added |
| FSC Wealth Advisors, LLC | 9 | $6.00K | 0.05% | +9 | New |
| Horizons Wealth Management | 8 | $6.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $5.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $5.05K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 8 | $5.00K | 0.00% | +8 | New |
| Private Capital Group, LLC | 7 | $4.00K | 0.00% | −1−12.5% | Reduced |
| Thomas White International Ltd | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $4.00K | 0.00% | +1+20.0% | Added |
| Covington Capital Management | 5 | $3.00K | 0.00% | −149−96.8% | Reduced |
| Disciplined Investments, LLC | 5 | $3.00K | 0.00% | −1−16.7% | Reduced |
| Aspire Private Capital, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $3.00K | 0.00% | +2+100.0% | Added |
| Tyler-Stone Wealth Management | 3 | $2.00K | 0.00% | −100−97.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 3 | $2.00K | 0.00% | −22−88.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $2.00K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 2 | $1.27K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2 | $1.26K | 0.00% | −863−99.8% | Reduced |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Capital Analysts, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $1.00K | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $1.00K | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $632 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| J.Safra Asset Management Corp | 18 | $0 | 0.00% | −23−56.1% | Reduced |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −172,699−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −91,077−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −68,379−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −66,800−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −37,575−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −33,275−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −29,836−100.0% | Sold out |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −25,985−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −9,698−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,126−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,710−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −6,204−100.0% | Sold out |
| Tiger Eye Capital LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −4,866−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −4,484−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −4,331−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −3,939−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bowling Portfolio Management LLC | 0 | $0 | 0.00% | −2,788−100.0% | Sold out |