| Trust Co of Vermont | 62 | $4.97K | 0.00% | +62 | New |
| Beacon Capital Management, LLC | 59 | $4.73K | 0.00% | −23−28.0% | Reduced |
| Semmax Financial Advisors Inc. | 61 | $4.63K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 54 | $4.37K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 53 | $4.25K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 53 | $4.25K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 51 | $4.09K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $4.09K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 51 | $4.06K | 0.00% | +5+10.9% | Added |
| Indiana Trust & Investment Management CO | 48 | $3.85K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 44 | $3.49K | 0.00% | +1+2.3% | Added |
| Motco | 40 | $3.21K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $3.21K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 38 | $3.05K | 0.00% | −27−41.5% | Reduced |
| Private Wealth Asset Management, LLC | 33 | $2.65K | 0.00% | +33 | New |
| Rialto Wealth Management, LLC | 33 | $2.65K | 0.00% | +33 | New |
| Halbert Hargrove Global Advisors, LLC | 30 | $2.41K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 28 | $2.25K | 0.00% | +28 | New |
| Sound Income Strategies, LLC | 27 | $2.17K | 0.00% | +27 | New |
| Financial Management Professionals, Inc. | 26 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $2.08K | 0.00% | +7+36.8% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $2.00K | 0.00% | −1−3.8% | Reduced |
| SWAN Capital LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.53K | 0.00% | +19 | New |
| True Wealth Design, LLC | 19 | $1.52K | 0.00% | +1+5.6% | Added |
| Atwood & Palmer Inc | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 14 | $1.12K | 0.02% | +14 | New |
| Greenline Partners, LLC | 12 | $962 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 11 | $883 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $882 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 11 | $882 | 0.00% | +11 | New |
| Sachetta, LLC | 10 | $802 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 9 | $722 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $722 | 0.00% | +5+125.0% | Added |
| Private Trust Co NA | 8 | $642 | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $642 | 0.00% | +8 | New |
| Rothschild Investment LLC | 6 | $481 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $481 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 5 | $401 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $401 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $401 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 4 | $300 | 0.00% | −2−33.3% | Reduced |
| Harbour Investments, Inc. | 2 | $160 | 0.00% | −22−91.7% | Reduced |
| High Note Wealth, LLC | 2 | $160 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −311,556−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −247,231−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −101,229−100.0% | Sold out |
| Danica Pension, Livsforsikringsaktieselskab | 0 | $0 | 0.00% | −97,427−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −72,353−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −40,458−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,761−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −21,522−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −19,191−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,788−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −15,275−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −15,081−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,722−100.0% | Sold out |
| Kings Path Partners LLC | 0 | $0 | 0.00% | −14,278−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,560−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −9,323−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −7,588−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −5,601−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,004−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −3,954−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,347−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,007−100.0% | Sold out |
| Jacobson & Schmitt Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,912−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |