| Venturi Wealth Management, LLC | 125 | $14.6K | 0.00% | +93+290.6% | Added |
| Private Wealth Management Group, LLC | 118 | $13.8K | 0.01% | +40+51.3% | Added |
| Versant Capital Management, Inc | 117 | $13.7K | 0.00% | +91+350.0% | Added |
| Family Firm, Inc. | 112 | $13.1K | 0.00% | +112 | New |
| Ransom Advisory, Ltd | 109 | $12.8K | 0.01% | +109 | New |
| Farmers & Merchants Investments Inc | 108 | $12.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 105 | $12.3K | 0.00% | +53+101.9% | Added |
| Meeder Asset Management Inc | 104 | $12.2K | 0.00% | +104 | New |
| Avion Wealth | 108 | $12.0K | 0.00% | +90+500.0% | Added |
| GW&K Investment Management, LLC | 91 | $11.0K | 0.00% | +4+4.6% | Added |
| Pacific Center for Financial Services | 91 | $10.6K | 0.00% | +1+1.1% | Added |
| Crewe Advisors LLC | 87 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $8.74K | 0.00% | −3−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 72 | $8.42K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 67 | $7.84K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 62 | $7.25K | 0.00% | +62 | New |
| HHM Wealth Advisors, LLC | 60 | $7.02K | 0.00% | −134−69.1% | Reduced |
| Cultivar Capital, Inc. | 60 | $7.02K | 0.01% | +60 | New |
| Sachetta, LLC | 51 | $6.07K | 0.00% | +31+155.0% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $5.85K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 48 | $5.61K | 0.00% | +5+11.6% | Added |
| Colonial Trust Co | 45 | $5.19K | 0.00% | +7+18.4% | Added |
| Rosenberg Matthew Hamilton | 43 | $4.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $4.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $4.80K | 0.00% | −4−8.9% | Reduced |
| West Branch Capital LLC | 40 | $4.68K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 39 | $4.59K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $4.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $4.09K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $4.00K | 0.00% | −48−57.8% | Reduced |
| Coppell Advisory Solutions LLC | 31 | $3.63K | 0.00% | +31 | New |
| LRI Investments, LLC | 30 | $3.51K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 28 | $3.27K | 0.00% | +28 | New |
| Wolff Wiese Magana LLC | 25 | $2.92K | 0.00% | +10+66.7% | Added |
| Financial Network Wealth Advisors LLC | 24 | $2.76K | 0.00% | +24 | New |
| Unique Wealth Strategies, LLC | 21 | $2.71K | 0.00% | +21 | New |
| Delos Wealth Advisors, LLC | 23 | $2.69K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.48K | 0.00% | −1,821−98.9% | Reduced |
| Godsey & Gibb Associates | 20 | $2.34K | 0.00% | +20 | New |
| Caldwell Sutter Capital, Inc. | 20 | $2.34K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $2.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.22K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $2.22K | 0.00% | +19 | New |
| Salem Investment Counselors Inc | 17 | $2.01K | 0.00% | −144−89.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 17 | $2.01K | 0.00% | +17 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | −7,919−99.8% | Reduced |
| Loomis Sayles & Co L P | 17 | $2.00K | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $1.87K | 0.00% | −715−97.8% | Reduced |
| Continuum Advisory, LLC | 15 | $1.75K | 0.00% | −9−37.5% | Reduced |
| Triad Wealth Partners, LLC | 15 | $1.75K | 0.00% | +15 | New |
| Caldwell Trust Co | 14 | $1.64K | 0.00% | −14−50.0% | Reduced |
| AdvisorNet Financial, Inc | 14 | $1.64K | 0.00% | −10−41.7% | Reduced |
| DT Investment Partners, LLC | 14 | $1.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.64K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.60K | 0.00% | +1+7.7% | Added |
| Baldwin Brothers Inc | 13 | $1.52K | 0.00% | +13 | New |
| Ancora Advisors, LLC | 11 | $1.29K | 0.00% | +11 | New |
| Castleview Partners, LLC | 11 | $1.29K | 0.00% | +11 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.17K | 0.00% | −3−23.1% | Reduced |
| Highline Wealth Partners LLC | 10 | $1.17K | 0.00% | +10 | New |
| Concord Wealth Partners | 9 | $1.05K | 0.00% | −41−82.0% | Reduced |
| Benjamin Edwards Inc | 5 | $1.00K | 0.00% | +5 | New |
| Innealta Capital, LLC | 7 | $819 | 0.00% | +7 | New |
| Opal Wealth Advisors, LLC | 7 | $819 | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 6 | $698 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $585 | 0.00% | −1−16.7% | Reduced |
| Bokf, NA | 5 | $585 | 0.00% | +3+150.0% | Added |
| Ruedi Wealth Management, Inc. | 5 | $585 | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 3 | $378 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $351 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $351 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $337 | 0.00% | +3 | New |
| Quest Partners LLC | 1 | $117 | 0.00% | −9−90.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $117 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Davis Selected Advisers | 141,587 | $0 | 0.00% | −700.0% | Reduced |
| PGGM Investments | 0 | $0 | 0.00% | −685,983−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −256,043−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −168,945−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −102,142−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −88,800−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −77,157−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −73,431−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −48,202−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −41,313−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −32,551−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −32,439−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −28,618−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −27,425−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −24,470−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −18,609−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −9,662−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −11,946−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −11,213−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −9,645−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −5,766−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −4,811−100.0% | Sold out |
