| Strengthening Families & Communities, LLC | 126 | $13.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 126 | $13.1K | 0.00% | +31+32.6% | Added |
| Highline Wealth Partners LLC | 117 | $12.2K | 0.00% | +38+48.1% | Added |
| Hemington Wealth Management | 117 | $12.0K | 0.00% | +28+31.5% | Added |
| Private Wealth Management Group, LLC | 108 | $11.2K | 0.00% | +4+3.8% | Added |
| Massmutual Trust Co FSB | 106 | $11.0K | 0.00% | +20+23.3% | Added |
| Bell Investment Advisors, Inc | 102 | $10.6K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $10.4K | 0.00% | +100 | New |
| Allworth Financial LP | 92 | $10.2K | 0.00% | −6−6.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 90 | $9.36K | 0.01% | 00.0% | Unchanged |
| Ossiam | 89 | $9.25K | 0.00% | −21−19.1% | Reduced |
| Geneos Wealth Management Inc. | 87 | $9.04K | 0.00% | +35+67.3% | Added |
| Mather Group, LLC. | 86 | $8.94K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 85 | $8.84K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 84 | $8.73K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 81 | $8.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $6.97K | 0.00% | +39+139.3% | Added |
| SRS Capital Advisors, Inc. | 67 | $6.97K | 0.00% | −355−84.1% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $6.76K | 0.00% | +4+6.6% | Added |
| Capital Advisors, Ltd. LLC | 61 | $6.00K | 0.00% | −31−33.7% | Reduced |
| Smithfield Trust Co | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 56 | $5.82K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 56 | $5.82K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 56 | $5.82K | 0.00% | +4+7.7% | Added |
| Pineridge Advisors LLC | 54 | $5.62K | 0.00% | −261−82.9% | Reduced |
| Sunbelt Securities, Inc. | 50 | $5.20K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 45 | $5.00K | 0.00% | +45 | New |
| Harbour Investments, Inc. | 48 | $4.99K | 0.00% | −16−25.0% | Reduced |
| Transce3nd, LLC | 46 | $4.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $4.78K | 0.00% | +21+84.0% | Added |
| Continuum Advisory, LLC | 44 | $4.57K | 0.00% | −5−10.2% | Reduced |
| LGT Financial Advisors LLC | 44 | $4.53K | 0.01% | −264−85.7% | Reduced |
| Walleye Trading LLC | 43 | $4.47K | 0.00% | −2,446−98.3% | Reduced |
| Carolinas Wealth Consulting LLC | 42 | $4.37K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 41 | $4.26K | 0.00% | +41 | New |
| Hantz Financial Services, Inc. | 40 | $4.00K | 0.00% | +40 | New |
| Solstein Capital, LLC | 38 | $3.95K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34 | $3.54K | 0.00% | +34 | New |
| Pinnacle Bancorp, Inc. | 26 | $2.70K | 0.00% | −15−36.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 25 | $2.60K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 24 | $2.50K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 23 | $2.39K | 0.00% | +23 | New |
| Kozak & Associates, Inc. | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 18 | $1.87K | 0.00% | −18−50.0% | Reduced |
| Global Financial Private Client, LLC | 18 | $1.87K | 0.00% | +13+260.0% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $1.77K | 0.00% | −1−5.6% | Reduced |
| High Note Wealth, LLC | 17 | $1.77K | 0.00% | +17 | New |
| Cape Investment Advisory, Inc. | 16 | $1.66K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $1.66K | 0.00% | +14+700.0% | Added |
| Hexagon Capital Partners LLC | 14 | $1.46K | 0.00% | −5−26.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 12 | $1.25K | 0.00% | +12 | New |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $967 | 0.00% | +9 | New |
| ROSS\JOHNSON & Associates LLC | 9 | $936 | 0.02% | +9 | New |
| SBI Securities Co., Ltd. | 8 | $832 | 0.00% | −21−72.4% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $832 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $832 | 0.00% | +8 | New |
| Horizon Investments, LLC | 8 | $828 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $728 | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $728 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 7 | $728 | 0.00% | +7 | New |
| Creative Financial Designs Inc | 6 | $642 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $520 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $520 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $519 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $416 | 0.00% | +4 | New |
| NewSquare Capital LLC | 4 | $416 | 0.00% | +4 | New |
| CVA Family Office, LLC | 4 | $416 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $416 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 3 | $312 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $312 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $208 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $207 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $104 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $104 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −321,488−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −166,354−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −52,521−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −44,812−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −36,481−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −33,360−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,847−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18,220−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −16,698−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −11,522−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −12,221−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −11,266−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,048−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −7,325−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −6,520−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −6,305−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,567−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −4,377−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,182−100.0% | Sold out |