| GW&K Investment Management, LLC | 103 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 103 | $18.5K | 0.00% | −195−65.4% | Reduced |
| City State Bank | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 102 | $18.0K | 0.00% | +101+10,100.0% | Added |
| Ancora Advisors, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $18.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 100 | $18.0K | 0.00% | +100 | New |
| Larson Financial Group LLC | 95 | $17.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 94 | $17.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 94 | $16.9K | 0.01% | +42+80.8% | Added |
| PSI Advisors, LLC | 90 | $16.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $15.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 87 | $15.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 82 | $14.7K | 0.00% | +41+100.0% | Added |
| Cassady Schiller Wealth Management, LLC | 81 | $14.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 75 | $13.5K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 70 | $12.6K | 0.01% | −36−34.0% | Reduced |
| Coppell Advisory Solutions LLC | 85 | $11.6K | 0.00% | −72−45.9% | Reduced |
| Johnson Financial Group, Inc. | 60 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 56 | $10.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 56 | $10.1K | 0.00% | +39+229.4% | Added |
| Central Bank & Trust Co | 54 | $9.71K | 0.00% | −47−46.5% | Reduced |
| AllSquare Wealth Management LLC | 53 | $9.53K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 51 | $9.17K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $8.99K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $8.99K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $8.99K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $8.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 46 | $8.27K | 0.00% | +29+170.6% | Added |
| Freestone Capital Holdings, LLC | 42 | $7.59K | 0.00% | +8+23.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 42 | $7.58K | 0.00% | +36+600.0% | Added |
| Founders Capital Management | 40 | $7.19K | 0.01% | +40 | New |
| Creative Capital Management Investments LLC | 39 | $7.01K | 0.00% | +39 | New |
| Your Advocates Ltd., LLP | 375 | $6.72K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $6.29K | 0.00% | −76−68.5% | Reduced |
| JNBA Financial Advisors | 30 | $5.39K | 0.00% | +30 | New |
| Annapolis Financial Services, LLC | 24 | $4.31K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19 | $3.42K | 0.00% | +19 | New |
| Kelly Financial Services LLC | 18 | $3.25K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 18 | $3.24K | 0.00% | −47−72.3% | Reduced |
| Bourgeon Capital Management LLC | 18 | $3.24K | 0.00% | +18 | New |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 15 | $2.70K | 0.00% | +15 | New |
| FinTrust Capital Advisors, LLC | 13 | $2.34K | 0.00% | −27−67.5% | Reduced |
| DecisionPoint Financial, LLC | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 12 | $2.16K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 11 | $1.98K | 0.00% | +5+83.3% | Added |
| Flaharty Asset Management, LLC | 11 | $1.98K | 0.00% | +11 | New |
| Kozak & Associates, Inc. | 11 | $1.91K | 0.00% | +11 | New |
| Motco | 10 | $1.80K | 0.00% | −8−44.4% | Reduced |
| Tradewinds Capital Management, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.80K | 0.00% | +5+100.0% | Added |
| Perkins Coie Trust Co | 10 | $1.80K | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Steward Financial Group LLC | 8 | $1.00K | 0.00% | +8 | New |
| Global Trust Asset Management, LLC | 4 | $719 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $719 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3 | $540 | 0.00% | −47−94.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 3 | $540 | 0.00% | +3 | New |
| Kessler Investment Group, LLC | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $180 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $35 | 0.00% | −161−100.0% | Reduced |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −71,700−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −62,780−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −18,788−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −17,094−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,565−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,270−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,992−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,876−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,149−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −5,685−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −5,415−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −4,977−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |