| Global Financial Private Client, LLC | 142 | $12.1K | 0.00% | +10+7.6% | Added |
| WPG Advisers, LLC | 136 | $11.6K | 0.01% | +136 | New |
| Farmers & Merchants Investments Inc | 134 | $11.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 131 | $11.2K | 0.00% | +127+3,175.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $11.1K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 117 | $9.98K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 110 | $9.41K | 0.00% | +1+0.9% | Added |
| Greenline Partners, LLC | 110 | $9.38K | 0.00% | +110 | New |
| Synergy Investment Management, LLC | 110 | $9.38K | 0.00% | +110 | New |
| Zions Bancorporation, N.A. | 107 | $9.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $9.13K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 104 | $8.87K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 101 | $8.62K | 0.00% | −8−7.3% | Reduced |
| South State Corp. | 100 | $8.53K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 98 | $8.36K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 94 | $8.02K | 0.00% | −14,687−99.4% | Reduced |
| GW&K Investment Management, LLC | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $7.68K | 0.00% | +40+80.0% | Added |
| Fairway Wealth LLC | 87 | $7.42K | 0.00% | +87 | New |
| Valued Wealth Advisors LLC | 86 | $7.34K | 0.00% | +17+24.6% | Added |
| Washington Trust Co | 86 | $7.30K | 0.00% | −2−2.3% | Reduced |
| Capital Advisors, Ltd. LLC | 84 | $7.00K | 0.00% | +76+950.0% | Added |
| Asset Dedication, LLC | 81 | $6.91K | 0.00% | +81 | New |
| Old Second National Bank of Aurora | 80 | $6.83K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 80 | $6.83K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 70 | $5.97K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 67 | $5.72K | 0.00% | +67 | New |
| Anfield Capital Management, LLC | 63 | $5.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 60 | $5.12K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.03K | 0.00% | – | – |
| Global Retirement Partners, LLC | 50 | $4.28K | 0.00% | +3+6.4% | Added |
| Anchor Investment Management, LLC | 50 | $4.27K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $4.27K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 49 | $4.18K | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 48 | $4.10K | 0.00% | −3−5.9% | Reduced |
| South Plains Financial, Inc. | 45 | $3.84K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 43 | $3.67K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $3.58K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 42 | $3.58K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 40 | $3.41K | 0.00% | −30−42.9% | Reduced |
| Copia Wealth Management | 39 | $3.33K | 0.00% | +39 | New |
| Carolinas Wealth Consulting LLC | 37 | $3.16K | 0.00% | −48−56.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 35 | $2.99K | 0.00% | +1+2.9% | Added |
| Putney Financial Group LLC | 35 | $2.99K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 34 | $2.90K | 0.00% | −2−5.6% | Reduced |
| Dunhill Financial, LLC | 32 | $2.70K | 0.00% | +1+3.2% | Added |
| Coppell Advisory Solutions LLC | 32 | $2.69K | 0.00% | +25+357.1% | Added |
| High Note Wealth, LLC | 30 | $2.57K | 0.00% | +30 | New |
| Atlas Capital Advisors LLC | 25 | $2.13K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.13K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $2.13K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 23 | $2.12K | 0.00% | +23 | New |
| First PREMIER Bank | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23 | $1.96K | 0.00% | −6−20.7% | Reduced |
| Financial Management Professionals, Inc. | 23 | $1.96K | 0.00% | +4+21.1% | Added |
| Larson Financial Group LLC | 22 | $1.88K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 20 | $1.71K | 0.00% | +20 | New |
| Sachetta, LLC | 17 | $1.46K | 0.00% | +1+6.3% | Added |
| Cassady Schiller Wealth Management, LLC | 17 | $1.45K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 16 | $1.37K | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 16 | $1.36K | 0.00% | +13+433.3% | Added |
| Cornerstone Planning Group LLC | 15 | $1.33K | 0.00% | +4+36.4% | Added |
| Caitong International Asset Management Co., Ltd | 12 | $1.02K | 0.00% | +12 | New |
| Avion Wealth | 13 | $1.00K | 0.00% | +6+85.7% | Added |
| Clark Wealth Partners | 9 | $768 | 0.00% | +9 | New |
| Riverview Trust Co | 8 | $683 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8 | $683 | 0.00% | +8 | New |
| Strategic Investment Solutions, Inc. | 7 | $556 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 6 | $512 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $512 | 0.00% | +6 | New |
| TFC Financial Management | 5 | $427 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $427 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 4 | $342 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $256 | 0.00% | −41−93.2% | Reduced |
| Nemes Rush Group LLC | 3 | $256 | 0.00% | +3 | New |
| West Branch Capital LLC | 2 | $171 | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | +5 | New |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −203,231−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −119,861−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −77,422−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −74,896−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −56,440−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −31,988−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −24,609−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −23,193−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −18,495−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −17,255−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −15,402−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −14,027−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −12,286−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −10,882−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |