| GHP Investment Advisors, Inc. | 85 | $21.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 85 | $21.3K | 0.02% | +7+9.0% | Added |
| Rise Advisors, LLC | 84 | $21.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 84 | $21.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 85 | $21.0K | 0.00% | +10+13.3% | Added |
| Umb Bank N A | 78 | $19.5K | 0.00% | −45−36.6% | Reduced |
| Cape Investment Advisory, Inc. | 78 | $19.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 76 | $19.1K | 0.01% | −1−1.3% | Reduced |
| Washington Trust Co | 75 | $18.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 75 | $18.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 72 | $18.0K | 0.00% | −45−38.5% | Reduced |
| Chesapeake Asset Management LLC | 71 | $17.8K | 0.02% | +1+1.4% | Added |
| New England Capital Financial Advisors LLC | 70 | $17.6K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 59 | $14.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 57 | $14.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $13.8K | 0.00% | +1+1.9% | Added |
| CNB Bank | 53 | $13.3K | 0.01% | −3−5.4% | Reduced |
| Raleigh Capital Management Inc. | 53 | $13.3K | 0.01% | +10+23.3% | Added |
| Proequities, Inc. | 53 | $13.3K | 0.00% | −137−72.1% | Reduced |
| West Paces Advisors Inc. | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 51 | $12.8K | 0.00% | +51 | New |
| Delta Asset Management LLC | 49 | $12.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 49 | $12.3K | 0.00% | +49 | New |
| FinTrust Capital Advisors, LLC | 47 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $9.52K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $9.27K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 37 | $9.27K | 0.00% | +2+5.7% | Added |
| DiNuzzo Private Wealth, Inc. | 36 | $9.02K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $8.77K | 0.00% | −5−12.5% | Reduced |
| DT Investment Partners, LLC | 31 | $7.76K | 0.00% | +31 | New |
| Sittner & Nelson, LLC | 30 | $7.51K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 29 | $7.26K | 0.00% | +29 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $6.76K | 0.00% | −21−43.8% | Reduced |
| Dunhill Financial, LLC | 26 | $6.43K | 0.00% | +15+136.4% | Added |
| Sound Income Strategies, LLC | 25 | $6.26K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $6.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $6.01K | 0.00% | −5−17.2% | Reduced |
| Compagnie Lombard Odier SCmA | 21 | $5.26K | 0.00% | +21 | New |
| Bogart Wealth, LLC | 20 | $5.01K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $5.00K | 0.00% | +7+53.8% | Added |
| Bell Investment Advisors, Inc | 19 | $4.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $4.51K | 0.00% | −238−93.0% | Reduced |
| Creative Financial Designs Inc | 18 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 18 | $4.51K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $4.26K | 0.00% | −2−10.5% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $4.26K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $4.01K | 0.00% | +16 | New |
| Redmont Wealth Advisors LLC | 15 | $3.76K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $3.76K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $3.76K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 15 | $3.76K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $3.51K | 0.00% | −86−86.0% | Reduced |
| Voisard Asset Management Group, Inc. | 12 | $3.01K | 0.00% | +2+20.0% | Added |
| Chilton Capital Management LLC | 12 | $3.01K | 0.00% | +12 | New |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $3.00K | 0.00% | +4+50.0% | Added |
| LRI Investments, LLC | 10 | $2.83K | 0.00% | −8−44.4% | Reduced |
| WR Wealth Planners, LLC | 11 | $2.75K | 0.00% | −2−15.4% | Reduced |
| Copley Financial Group, Inc. | 11 | $2.75K | 0.00% | +11 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $2.50K | 0.00% | −2−16.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $2.50K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 9 | $2.25K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $1.50K | 0.00% | +6 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $1.04K | 0.00% | +4 | New |
| TFC Financial Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $752 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $623 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 2 | $565 | 0.00% | +2 | New |
| First Personal Financial Services | 1 | $251 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $251 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 1 | $250 | 0.00% | −3−75.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 1 | $250 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 0 | $13 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −1,422,054−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −117,500−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −80,371−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,123−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −41,703−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −40,604−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −28,830−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −17,935−100.0% | Sold out |
| Mirabaud Asset Management Ltd | 0 | $0 | 0.00% | −17,463−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −16,581−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −12,097−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −11,660−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
