| Global Retirement Partners, LLC | 102 | $11.5K | 0.00% | −98−49.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 92 | $10.4K | 0.00% | −363−79.8% | Reduced |
| TCTC Holdings, LLC | 83 | $9.39K | 0.00% | +83 | New |
| Hemington Wealth Management | 84 | $9.00K | 0.00% | −4−4.5% | Reduced |
| JFS Wealth Advisors, LLC | 72 | $8.14K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 66 | $7.47K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 65 | $7.35K | 0.00% | +65 | New |
| Cherry Tree Wealth Management, LLC | 57 | $6.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $6.33K | 0.00% | +37+194.7% | Added |
| WPG Advisers, LLC | 55 | $6.22K | 0.01% | +55 | New |
| Cornerstone Planning Group LLC | 52 | $6.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $5.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $5.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $5.00K | 0.00% | −7−13.2% | Reduced |
| Simplex Trading, LLC | 46 | $5.00K | 0.00% | +46 | New |
| First Financial Corp | 44 | $4.98K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 42 | $4.75K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 39 | $4.41K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 38 | $4.30K | 0.00% | −1−2.6% | Reduced |
| True Wealth Design, LLC | 34 | $3.85K | 0.00% | −200−85.5% | Reduced |
| LRI Investments, LLC | 34 | $3.85K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 33 | $3.73K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 27 | $3.06K | 0.00% | −102−79.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 27 | $3.02K | 0.00% | +27 | New |
| New Wave Wealth Advisors LLC | 26 | $2.94K | 0.00% | +26 | New |
| Bruce G. Allen Investments, LLC | 25 | $2.83K | 0.00% | +2+8.7% | Added |
| Farmers & Merchants Investments Inc | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 21 | $2.38K | 0.00% | +21 | New |
| SRS Capital Advisors, Inc. | 20 | $2.26K | 0.00% | −99−83.2% | Reduced |
| HGK Asset Management Inc | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 20 | $2.26K | 0.00% | +20 | New |
| Medallion Wealth Advisors, LLC | 20 | $2.26K | 0.00% | +20 | New |
| MPWM Advisory Solutions, LLC | 19 | $2.15K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $2.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.81K | 0.00% | −3−15.8% | Reduced |
| Amundi | 14 | $1.57K | 0.00% | +14 | New |
| HM Payson & Co | 13 | $1.47K | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 13 | $1.47K | 0.00% | +13 | New |
| Princeton Global Asset Management LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 11 | $1.24K | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $905 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $863 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $679 | 0.00% | −36−85.7% | Reduced |
| Transce3nd, LLC | 6 | $679 | 0.00% | +6 | New |
| New Millennium Group LLC | 5 | $566 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $566 | 0.00% | +5 | New |
| Central Trust Co | 4 | $453 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $453 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $453 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $339 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $226 | 0.00% | +2 | New |
| Rothschild Investment LLC | 1 | $113 | 0.00% | −3−75.0% | Reduced |
| TD Private Client Wealth LLC | 1 | $113 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $113 | 0.00% | +1 | New |
| Colony Group, LLC | 0 | $0 | 0.00% | −779,341−100.0% | Sold out |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −283,091−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −149,510−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −102,966−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −54,708−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −50,348−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −31,677−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −29,576−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,066−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −16,350−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −14,687−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −12,509−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −11,301−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −11,208−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,575−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −9,542−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −6,710−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,663−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −5,669−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −5,513−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,731−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −40,779−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,296−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| American Alpha Advisors, LLC | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |