| Householder Group Estate & Retirement Specialist, LLC | 218 | $6.29K | 0.00% | +218 | New |
| Princeton Global Asset Management LLC | 212 | $6.09K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 205 | $5.89K | 0.00% | +3+1.5% | Added |
| Glassman Wealth Services | 202 | $5.81K | 0.00% | +28+16.1% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $5.75K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $5.75K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $5.75K | 0.00% | +200 | New |
| Nemes Rush Group LLC | 191 | $5.49K | 0.00% | +191 | New |
| Farmers & Merchants Investments Inc | 178 | $5.12K | 0.00% | −380−68.1% | Reduced |
| GoalVest Advisory LLC | 176 | $5.06K | 0.00% | +176 | New |
| Lee Financial Co | 174 | $5.00K | 0.00% | +60+52.6% | Added |
| South State Corp. | 165 | $4.74K | 0.00% | +165 | New |
| RFP Financial Group LLC | 152 | $4.37K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 150 | $4.31K | 0.00% | −2,000−93.0% | Reduced |
| Marquette Asset Management, LLC | 149 | $4.28K | 0.00% | −20−11.8% | Reduced |
| Venturi Wealth Management, LLC | 149 | $4.28K | 0.00% | +149 | New |
| Financial Management Professionals, Inc. | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 130 | $3.74K | 0.00% | +130 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 127 | $3.65K | 0.00% | +127 | New |
| Earnest Partners LLC | 127 | $3.65K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 121 | $3.48K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 119 | $3.42K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 135 | $3.00K | 0.00% | −2,724−95.3% | Reduced |
| Harbor Investment Advisory, LLC | 103 | $2.96K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $2.88K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $2.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $2.70K | 0.00% | −102−52.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 80 | $2.30K | 0.00% | +80 | New |
| WFA of San Diego, LLC | 71 | $2.04K | 0.00% | +71 | New |
| Team Financial Group, LLC | 70 | $2.02K | 0.00% | +70 | New |
| TSFG, LLC | 82 | $2.00K | 0.00% | +1+1.2% | Added |
| Raffa Wealth Management, LLC | 68 | $1.96K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 60 | $1.73K | 0.00% | +60 | New |
| Sutton Wealth Advisors Inc. | 56 | $1.61K | 0.00% | −16−22.2% | Reduced |
| PayPay Securities Corp | 48 | $1.38K | 0.07% | −23−32.4% | Reduced |
| SJS Investment Consulting Inc. | 43 | $1.24K | 0.00% | −23−34.8% | Reduced |
| Motco | 43 | $1.24K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 39 | $1.12K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 37 | $1.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 37 | $1.06K | 0.00% | +4+12.1% | Added |
| Baystate Wealth Management LLC | 35 | $1.03K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $1.00K | 0.00% | +14+200.0% | Added |
| Steward Financial Group LLC | 50 | $1.00K | 0.00% | +50 | New |
| Macroview Investment Management LLC | 34 | $978 | 0.00% | +34 | New |
| Harbour Investments, Inc. | 33 | $949 | 0.00% | −738−95.7% | Reduced |
| EverSource Wealth Advisors, LLC | 32 | $920 | 0.00% | −165−83.8% | Reduced |
| Sofos Investments, Inc. | 33 | $892 | 0.00% | −10−23.3% | Reduced |
| Hexagon Capital Partners LLC | 31 | $891 | 0.00% | −100−76.3% | Reduced |
| Cornerstone Planning Group LLC | 27 | $776 | 0.00% | +27 | New |
| Brown Brothers Harriman & Co | 26 | $748 | 0.00% | +26 | New |
| Tfo-TDC, LLC | 17 | $728 | 0.00% | +10+142.9% | Added |
| Versant Capital Management, Inc | 25 | $719 | 0.00% | −26−51.0% | Reduced |
| Central Trust Co | 25 | $719 | 0.00% | +25 | New |
| Key Financial Inc | 21 | $604 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $600 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 20 | $575 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 20 | $575 | 0.00% | +20 | New |
| Abound Wealth Management | 15 | $432 | 0.00% | −10−40.0% | Reduced |
| Kelly Financial Services LLC | 15 | $431 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 13 | $373 | 0.00% | +13 | New |
| USA Financial Portformulas Corp | 10 | $288 | 0.00% | −272−96.5% | Reduced |
| True Wealth Design, LLC | 9 | $259 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 7 | $201 | 0.00% | +7 | New |
| Colonial Trust Advisors | 5 | $144 | 0.00% | +5 | New |
| Cherry Tree Wealth Management, LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $58 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $29 | 0.00% | +1 | New |
| Avion Wealth | 17 | $0 | 0.00% | +17 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −3,565−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −2,364,145−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −459,330−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −416,109−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −258,101−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −199,705−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −172,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −144,100−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −103,700−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −101,800−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −84,782−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −69,760−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −62,440−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −45,200−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −38,450−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −37,987−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −35,799−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −34,541−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −29,480−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −25,189−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −23,456−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −21,306−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −21,113−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,899−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −18,893−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −18,543−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −17,241−100.0% | Sold out |