| Trust Co of Vermont | 1,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $20.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $20.3K | 0.00% | +1,000 | New |
| Heritage Wealth Advisors | 950 | $19.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 940 | $19.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 927 | $18.8K | 0.00% | +927 | New |
| Glass Jacobson Investment Advisors llc | 911 | $18.5K | 0.01% | +21+2.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 817 | $17.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 816 | $16.6K | 0.00% | −25−3.0% | Reduced |
| Cedar Mountain Advisors, LLC | 800 | $16.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 769 | $15.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 755 | $15.3K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 748 | $15.2K | 0.02% | +748 | New |
| Venturi Wealth Management, LLC | 708 | $14.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 700 | $14.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 632 | $12.8K | 0.00% | +6+1.0% | Added |
| Ci Investments Inc. | 590 | $12.0K | 0.00% | +138+30.5% | Added |
| Quent Capital, LLC | 567 | $11.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 532 | $10.8K | 0.00% | −2−0.4% | Reduced |
| Elequin Capital LP | 522 | $10.6K | 0.00% | −978−65.2% | Reduced |
| Concorde Financial Corp | 500 | $10.4K | 0.01% | +500 | New |
| Householder Group Estate & Retirement Specialist, LLC | 511 | $10.4K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 500 | $10.2K | 0.01% | −399−44.4% | Reduced |
| Delta Asset Management LLC | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 468 | $9.51K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 445 | $9.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $8.32K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $8.13K | 0.00% | +400 | New |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 380 | $8.00K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $7.62K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.38K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 330 | $6.60K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 277 | $5.82K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 285 | $5.79K | 0.00% | +285 | New |
| Bell Investment Advisors, Inc | 282 | $5.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 271 | $5.42K | 0.00% | +51+23.2% | Added |
| Abound Wealth Management | 250 | $5.08K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 244 | $4.96K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 236 | $4.80K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 207 | $4.21K | 0.00% | −6,200−96.8% | Reduced |
| North Star Investment Management Corp. | 200 | $4.07K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $4.07K | 0.00% | +200 | New |
| Resources Management Corp | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 185 | $3.76K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.66K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 176 | $3.58K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 169 | $3.44K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 163 | $3.31K | 0.00% | +4+2.5% | Added |
| Bruce G. Allen Investments, LLC | 145 | $2.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $2.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 122 | $2.48K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 113 | $2.29K | 0.00% | −64−36.2% | Reduced |
| Jones Financial Companies LLLP | 108 | $2.20K | 0.00% | +108 | New |
| WR Wealth Planners, LLC | 108 | $2.20K | 0.00% | +108 | New |
| CBIZ Investment Advisory Services, LLC | 100 | $2.08K | 0.00% | +100 | New |
| Hartford Financial Management Inc. | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $2.03K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 85 | $1.73K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 77 | $1.56K | 0.00% | +77 | New |
| Carmichael Hill & Associates, Inc. | 60 | $1.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 59 | $1.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $1.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $1.02K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 45 | $936 | 0.00% | +45 | New |
| First Command Advisory Services, Inc. | 46 | $935 | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 44 | $895 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 39 | $820 | 0.00% | +39 | New |
| FinTrust Capital Advisors, LLC | 33 | $671 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $548 | 0.00% | +27 | New |
| Sofos Investments, Inc. | 12 | $240 | 0.00% | +9+300.0% | Added |
| Assetmark, Inc | 4 | $81 | 0.00% | +2+100.0% | Added |
| Kozak & Associates, Inc. | 2 | $41 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −432,424−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −207,106−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −206,586−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −122,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −77,895−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −75,924−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −67,423−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −43,523−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −43,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −38,636−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −38,586−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −37,536−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −33,780−100.0% | Sold out |
| Private Client Services, LLC | 0 | $0 | 0.00% | −32,605−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −28,371−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,593−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −24,157−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −21,737−100.0% | Sold out |