| Harel Insurance Investments & Financial Services Ltd. | 298 | $26.0K | 0.00% | −47−13.6% | Reduced |
| Rothschild Investment LLC | 285 | $25.2K | 0.00% | +15+5.6% | Added |
| Zions Bancorporation, N.A. | 269 | $23.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 265 | $23.5K | 0.00% | +10+3.9% | Added |
| AllSquare Wealth Management LLC | 250 | $22.1K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 248 | $22.0K | 0.01% | −38−13.3% | Reduced |
| SRS Capital Advisors, Inc. | 241 | $21.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 231 | $20.5K | 0.00% | −19−7.6% | Reduced |
| Smithfield Trust Co | 228 | $20.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 222 | $19.7K | 0.00% | −52−19.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 204 | $18.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $17.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 200 | $17.7K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 194 | $17.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 192 | $17.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 189 | $16.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 170 | $15.1K | 0.00% | −65−27.7% | Reduced |
| Wolff Wiese Magana LLC | 167 | $14.8K | 0.01% | +162+3,240.0% | Added |
| Farmers & Merchants Investments Inc | 166 | $14.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 166 | $14.7K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 165 | $14.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 159 | $14.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 159 | $14.1K | 0.00% | −35−18.0% | Reduced |
| LRI Investments, LLC | 157 | $13.5K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 150 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 149 | $13.2K | 0.00% | +149 | New |
| JFS Wealth Advisors, LLC | 141 | $12.5K | 0.00% | +4+2.9% | Added |
| Atwood & Palmer Inc | 120 | $10.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 118 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 117 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 117 | $10.4K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 116 | $10.0K | 0.00% | +4+3.6% | Added |
| Bruce G. Allen Investments, LLC | 109 | $9.65K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 108 | $9.57K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 111 | $9.43K | 0.00% | +111 | New |
| Ashton Thomas Securities, LLC | 103 | $9.12K | 0.00% | +103 | New |
| Westside Investment Management, Inc. | 100 | $8.86K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $8.86K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $8.86K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 100 | $8.86K | 0.00% | +100 | New |
| Park Place Capital Corp | 97 | $8.59K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 88 | $7.79K | 0.00% | −28−24.1% | Reduced |
| Semmax Financial Advisors Inc. | 84 | $7.30K | 0.00% | +84 | New |
| Moisand Fitzgerald Tamayo, LLC | 78 | $6.91K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $6.64K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $6.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $5.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 64 | $5.67K | 0.00% | +19+42.2% | Added |
| Crewe Advisors LLC | 63 | $5.58K | 0.00% | +2+3.3% | Added |
| Meeder Asset Management Inc | 54 | $4.78K | 0.00% | −89−62.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 48 | $4.25K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $3.54K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 39 | $3.46K | 0.00% | −1,281−97.0% | Reduced |
| Redmont Wealth Advisors LLC | 37 | $3.28K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 37 | $3.28K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $2.92K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 31 | $2.79K | 0.00% | +20+181.8% | Added |
| Bell Investment Advisors, Inc | 31 | $2.75K | 0.00% | −6−16.2% | Reduced |
| Raleigh Capital Management Inc. | 30 | $2.66K | 0.00% | +10+50.0% | Added |
| Creekmur Asset Management LLC | 29 | $2.57K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $2.21K | 0.00% | −4−13.8% | Reduced |
| Naples Money Management LLC | 25 | $2.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $2.21K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $2.04K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 23 | $2.04K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 22 | $1.95K | 0.00% | −18−45.0% | Reduced |
| City State Bank | 22 | $1.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.95K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $1.93K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $1.77K | 0.00% | −4−16.7% | Reduced |
| Stone House Investment Management, LLC | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.33K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 14 | $1.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.15K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $1.15K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | +13 | New |
| Beacon Capital Management, LLC | 10 | $886 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $886 | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 8 | $710 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8 | $709 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $709 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $709 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 5 | $443 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $443 | 0.00% | +5 | New |
| First Personal Financial Services | 2 | $178 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| BOK Financial Private Wealth, Inc. | 0 | $1 | 0.00% | 0 | New |
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −274,348−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −43,072−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −31,348−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −24,053−100.0% | Sold out |
| Herbst Group, LLC | 0 | $0 | 0.00% | −18,940−100.0% | Sold out |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −17,445−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −13,015−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −12,710−100.0% | Sold out |