| Manchester Capital Management LLC | 136 | $7.84K | 0.00% | −48−26.1% | Reduced |
| Anfield Capital Management, LLC | 134 | $7.72K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $7.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $7.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $6.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $6.91K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 112 | $6.45K | 0.00% | +22+24.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 105 | $6.05K | 0.00% | +105 | New |
| Hollencrest Capital Management | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 95 | $5.47K | 0.00% | −71−42.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 92 | $5.30K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 90 | $5.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $5.01K | 0.00% | +3+3.6% | Added |
| Grove Bank & Trust | 86 | $4.96K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 82 | $4.72K | 0.00% | +77+1,540.0% | Added |
| SHP Wealth Management | 80 | $4.61K | 0.00% | +80 | New |
| Ares Financial Consulting, LLC | 70 | $4.08K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 66 | $3.80K | 0.00% | +66 | New |
| Brown Brothers Harriman & Co | 60 | $3.46K | 0.00% | −59−49.6% | Reduced |
| Johnson Financial Group, Inc. | 57 | $3.29K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 54 | $3.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 53 | $3.00K | 0.00% | +9+20.5% | Added |
| Addison Advisors LLC | 44 | $2.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $2.36K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 40 | $2.26K | 0.00% | +40 | New |
| Caldwell Sutter Capital, Inc. | 39 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 39 | $2.25K | 0.00% | +39 | New |
| Oakworth Capital, Inc. | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $2.02K | 0.00% | +24+218.2% | Added |
| Burk Holdings LLC | 35 | $2.02K | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.56K | 0.00% | +10+58.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $1.44K | 0.00% | +13+108.3% | Added |
| Cornerstone Planning Group LLC | 22 | $1.33K | 0.00% | +13+144.4% | Added |
| Spire Wealth Management | 22 | $1.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $1.22K | 0.00% | +2+10.5% | Added |
| Stone House Investment Management, LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Cornerstone Financial Management LLC | 17 | $980 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $691 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $634 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $576 | 0.00% | −10−50.0% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $576 | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 9 | $519 | 0.00% | +9 | New |
| NBT Bank N A | 8 | $461 | 0.00% | +8 | New |
| Intentional Wealth Strategies, LLC | 8 | $461 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 7 | $444 | 0.00% | −1−12.5% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $346 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6 | $346 | 0.00% | +6 | New |
| Activest Wealth Management | 6 | $346 | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $289 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $288 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 5 | $288 | 0.00% | +5 | New |
| Your Advocates Ltd., LLP | 4 | $237 | 0.00% | +1+33.3% | Added |
| Raffa Wealth Management, LLC | 4 | $230 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 3 | $173 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $173 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $124 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 2 | $116 | 0.00% | +2 | New |
| National Bank of Canada | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $115 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,182,100−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −239,124−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −218,028−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −210,782−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −99,087−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −73,000−100.0% | Sold out |
| Petiole USA ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −47,808−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −47,501−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −27,209−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −26,628−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −25,186−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −19,493−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −17,959−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −16,302−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −16,221−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,864−100.0% | Sold out |
| Supplemental Annuity Collective Trust of NJ | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −10,368−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,676−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −6,991−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −6,446−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −6,275−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Cane Capital Partners, LLC | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −5,258−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,917−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,332−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |