| Ronald Blue Trust, Inc. | 1,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,366 | $14.0K | 0.00% | +35+2.6% | Added |
| Umb Bank N A | 1,316 | $13.3K | 0.00% | +51+4.0% | Added |
| Pittenger & Anderson Inc | 1,225 | $12.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,212 | $12.3K | 0.00% | +86+7.6% | Added |
| Acumen Wealth Advisors, LLC | 1,062 | $10.7K | 0.00% | +1,062 | New |
| Versant Capital Management, Inc | 1,010 | $10.2K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,000 | $10.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $10.1K | 0.00% | +1,000 | New |
| Signature Resources Capital Management, LLC | 1,000 | $10.1K | 0.01% | +1,000 | New |
| Strategic Advocates LLC | 906 | $9.44K | 0.00% | +20+2.3% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 900 | $9.11K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 885 | $8.96K | 0.00% | +885 | New |
| EverSource Wealth Advisors, LLC | 853 | $8.63K | 0.00% | −344−28.7% | Reduced |
| Sound Income Strategies, LLC | 605 | $8.09K | 0.00% | +605 | New |
| Quest Partners LLC | 708 | $7.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 681 | $6.89K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 646 | $6.54K | 0.00% | −66,820−99.0% | Reduced |
| St Germain D J Co Inc | 585 | $5.92K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 510 | $5.16K | 0.00% | −757−59.7% | Reduced |
| US Bancorp | 488 | $4.94K | 0.00% | +270+123.9% | Added |
| Kemnay Advisory Services Inc. | 465 | $4.71K | 0.00% | +465 | New |
| Private Wealth Management Group, LLC | 425 | $4.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 400 | $4.05K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 400 | $4.05K | 0.00% | +400 | New |
| IFP Advisors, Inc | 385 | $3.90K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 360 | $3.64K | 0.00% | +360 | New |
| Parkside Financial Bank & Trust | 357 | $3.61K | 0.00% | +173+94.0% | Added |
| Bare Financial Services, Inc | 356 | $3.60K | 0.00% | +356 | New |
| Strive Financial Group ,LLC | 293 | $2.96K | 0.00% | +293 | New |
| SRS Capital Advisors, Inc. | 259 | $2.62K | 0.00% | −19−6.8% | Reduced |
| Rothschild Investment LLC | 255 | $2.58K | 0.00% | +70+37.8% | Added |
| Atlas Legacy Advisors, LLC | 191 | $2.44K | 0.00% | +191 | New |
| Whittier Trust Co | 200 | $2.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 209 | $2.12K | 0.00% | +75+56.0% | Added |
| Crews Bank & Trust | 200 | $2.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 221 | $2.00K | 0.00% | +19+9.4% | Added |
| Elyxium Wealth, LLC | 162 | $1.64K | 0.00% | +162 | New |
| Prestige Wealth Management Group LLC | 156 | $1.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 150 | $1.52K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $1.52K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 150 | $1.52K | 0.00% | +150 | New |
| Paladin Partners, LLC | 150 | $1.52K | 0.00% | +150 | New |
| Clearstead Advisors, LLC | 130 | $1.32K | 0.00% | +130 | New |
| Bell Investment Advisors, Inc | 126 | $1.28K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 125 | $1.26K | 0.00% | +40+47.1% | Added |
| Bogart Wealth, LLC | 100 | $1.01K | 0.00% | −100−50.0% | Reduced |
| Fortitude Family Office, LLC | 97 | $982 | 0.00% | +13+15.5% | Added |
| Global Retirement Partners, LLC | 90 | $911 | 0.00% | −405−81.8% | Reduced |
| Wolff Wiese Magana LLC | 89 | $901 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 58 | $587 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 52 | $526 | 0.00% | +21+67.7% | Added |
| Rialto Wealth Management, LLC | 47 | $476 | 0.00% | +47 | New |
| Ankerstar Wealth, LLC | 45 | $455 | 0.00% | +45 | New |
| Assetmark, Inc | 44 | $445 | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 40 | $405 | 0.00% | +40 | New |
| LRI Investments, LLC | 38 | $385 | 0.00% | +38 | New |
| Marquette Asset Management, LLC | 33 | $334 | 0.00% | +33 | New |
| Legacy Wealth Managment, LLC | 25 | $253 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 29 | $251 | 0.00% | −2−6.5% | Reduced |
| Gilpin Wealth Management, LLC | 24 | $243 | 0.00% | +24 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $233 | 0.00% | −77−77.0% | Reduced |
| Flagship Harbor Advisors, LLC | 22 | $223 | 0.00% | +22 | New |
| Atlantic Private Wealth, LLC | 20 | $202 | 0.00% | +20 | New |
| TD Capital Management LLC | 18 | $182 | 0.00% | +18 | New |
| Abound Wealth Management | 17 | $173 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $101 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $101 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $92 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $92 | 0.00% | +9 | New |
| Stone House Investment Management, LLC | 9 | $91 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $31 | 0.00% | +3 | New |
| Wolverine Asset Management LLC | 3 | $30 | 0.00% | −59,149−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $30 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 1 | $10 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $10 | 0.00% | +1 | New |
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 15 | $0 | 0.00% | +15 | New |
| Mercer Global Advisors Inc | 16,190 | – | – | −3,906−19.4% | Reduced |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −4,632−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,380,329−100.0% | Sold out |
| Beryl Capital Management LLC | 0 | $0 | 0.00% | −2,023,507−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,955,212−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,605,276−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −1,055,201−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −545,646−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −279,223−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −233,651−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −217,417−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Matauro, LLC | 0 | $0 | 0.00% | −142,340−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −135,126−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −46,884−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −123,081−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −118,476−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −90,237−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −64,920−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −55,233−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −50,204−100.0% | Sold out |