| South State Corp. | 4,899 | $201.3K | 0.01% | +399+8.9% | Added |
| Sunbelt Securities, Inc. | 4,660 | $191.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,619 | $189.7K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4,220 | $173.4K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4,000 | $164.3K | 1.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,820 | $156.9K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,224 | $132.0K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 2,925 | $120.2K | 0.07% | −250−7.9% | Reduced |
| SageView Advisory Group, LLC | 2,893 | $118.8K | 0.00% | +2,893 | New |
| Security National Bank | 2,750 | $113.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,712 | $111.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,651 | $108.9K | 0.04% | +100+3.9% | Added |
| GHP Investment Advisors, Inc. | 2,647 | $108.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,561 | $105.2K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 2,536 | $104.2K | 0.06% | +2,536 | New |
| Coston, McIsaac & Partners | 2,414 | $99.0K | 0.02% | −4,430−64.7% | Reduced |
| First Pacific Financial | 2,396 | $98.4K | 0.01% | −992−29.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,111 | $86.7K | 0.03% | −1,054−33.3% | Reduced |
| Center for Financial Planning, Inc. | 2,100 | $86.3K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,062 | $84.7K | 0.03% | +1,062+106.2% | Added |
| High Point Wealth Management, LLC | 2,000 | $82.2K | 0.08% | +2,000 | New |
| NBT Bank N A | 41 | $74.0K | 0.00% | +4+10.8% | Added |
| WFA of San Diego, LLC | 1,765 | $72.5K | 0.05% | −817−31.6% | Reduced |
| Root Financial Partners, LLC | 1,500 | $61.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,350 | $55.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,303 | $53.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,255 | $51.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1,250 | $51.4K | 0.00% | +1,250 | New |
| Nvest Wealth Strategies, Inc. | 1,250 | $51.4K | 0.04% | +1,250 | New |
| Signature Equity Partners, LLC | 1,198 | $49.2K | 0.03% | +1,198 | New |
| Eastern Bank | 1,145 | $47.0K | 0.00% | +1,145 | New |
| Federation des caisses Desjardins du Quebec | 1,100 | $45.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,020 | $41.9K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,000 | $41.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 992 | $40.8K | 0.00% | +128+14.8% | Added |
| Plante Moran Financial Advisors, LLC | 758 | $31.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 642 | $26.6K | 0.00% | +642 | New |
| NBC Securities, Inc. | 645 | $26.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 585 | $24.0K | 0.00% | +375+178.6% | Added |
| Lodestone Wealth Management LLC | 539 | $22.1K | 0.01% | +539 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $20.5K | 0.01% | +500 | New |
| Sound Income Strategies, LLC | 420 | $18.3K | 0.00% | −470−52.8% | Reduced |
| Vision Retirement, LLC | 446 | $18.3K | 0.00% | +446 | New |
| Assetmark, Inc | 439 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 419 | $17.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 413 | $17.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 400 | $16.4K | 0.00% | +400 | New |
| Modus Advisors, LLC | 370 | $15.2K | 0.00% | +370 | New |
| Pittenger & Anderson Inc | 350 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 330 | $13.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $10.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 209 | $8.95K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 197 | $8.09K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 183 | $7.52K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 174 | $7.15K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 123 | $5.05K | 0.00% | +123 | New |
| JFS Wealth Advisors, LLC | 114 | $4.68K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 93 | $3.82K | 0.00% | +15+19.2% | Added |
| Ameritas Investment Partners, Inc. | 75 | $3.08K | 0.00% | +75 | New |
| DT Investment Partners, LLC | 55 | $2.26K | 0.00% | +55 | New |
| Atlantic Union Bankshares Corp | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $1.23K | 0.00% | +30 | New |
| American Capital Advisory, LLC | 27 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19 | $781 | 0.00% | +15+375.0% | Added |
| TCTC Holdings, LLC | 13 | $534 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 5 | $236 | 0.00% | +5 | New |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −645,630−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −32,952−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,435−100.0% | Sold out |
| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −13,660−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −9,169−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −7,020−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| Northstar Financial Companies, Inc. | 0 | $0 | 0.00% | −6,138−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −5,924−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| JDM Financial Group LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −19,111−100.0% | Sold out |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Promus Capital, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |