| Innealta Capital, LLC | 134 | $35.7K | 0.01% | +134 | New |
| RFP Financial Group LLC | 124 | $33.0K | 0.01% | +9+7.8% | Added |
| LGT Financial Advisors LLC | 123 | $32.8K | 0.07% | +123 | New |
| Sunbelt Securities, Inc. | 111 | $29.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 110 | $29.3K | 0.01% | −55−33.3% | Reduced |
| Parkside Financial Bank & Trust | 108 | $28.8K | 0.00% | −4−3.6% | Reduced |
| Global Retirement Partners, LLC | 97 | $25.8K | 0.00% | +16+19.8% | Added |
| Continuum Advisory, LLC | 96 | $25.6K | 0.00% | −4−4.0% | Reduced |
| Huntington National Bank | 93 | $24.8K | 0.00% | +17+22.4% | Added |
| MV Capital Management, Inc. | 81 | $21.6K | 0.00% | +5+6.6% | Added |
| Atticus Wealth Management, LLC | 76 | $20.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $19.0K | 0.00% | +35+116.7% | Added |
| Ashton Thomas Private Wealth, LLC | 70 | $18.0K | 0.00% | +70 | New |
| Pinnacle Bancorp, Inc. | 67 | $17.8K | 0.01% | +67 | New |
| CVA Family Office, LLC | 62 | $16.5K | 0.00% | +7+12.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $15.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 54 | $14.4K | 0.00% | +47+671.4% | Added |
| Farmers & Merchants Investments Inc | 54 | $14.4K | 0.00% | +54 | New |
| Rise Advisors, LLC | 51 | $13.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 51 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $13.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $13.3K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 50 | $13.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 49 | $13.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $12.3K | 0.00% | −13−22.0% | Reduced |
| Anfield Capital Management, LLC | 46 | $12.3K | 0.01% | +46 | New |
| JFS Wealth Advisors, LLC | 44 | $11.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 43 | $11.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 39 | $10.0K | 0.00% | +35+875.0% | Added |
| McIlrath & Eck, LLC | 37 | $9.86K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 36 | $9.59K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 29 | $7.73K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 29 | $7.73K | 0.00% | +13+81.3% | Added |
| Park Place Capital Corp | 28 | $7.46K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 27 | $7.19K | 0.00% | +14+107.7% | Added |
| Private Wealth Management Group, LLC | 26 | $6.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $6.66K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 24 | $6.39K | 0.00% | +7+41.2% | Added |
| Criterion Capital Advisors, LLC | 24 | $6.39K | 0.00% | +24 | New |
| Raleigh Capital Management Inc. | 23 | $6.13K | 0.00% | +1+4.5% | Added |
| Rothschild Investment LLC | 21 | $5.59K | 0.00% | −1−4.5% | Reduced |
| Beacon Capital Management, LLC | 20 | $5.33K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 20 | $5.33K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 19 | $5.06K | 0.00% | +9+90.0% | Added |
| Valley National Advisers Inc | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $5.00K | 0.00% | −3−15.0% | Reduced |
| Bell Investment Advisors, Inc | 18 | $4.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $4.80K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 17 | $4.53K | 0.00% | −7,222−99.8% | Reduced |
| SJS Investment Consulting Inc. | 17 | $4.53K | 0.00% | −1−5.6% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.46K | 0.00% | +2+18.2% | Added |
| Private Trust Co NA | 13 | $3.46K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13 | $3.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $3.20K | 0.00% | −3−20.0% | Reduced |
| Harbor Investment Advisory, LLC | 12 | $3.20K | 0.00% | +12 | New |
| GW&K Investment Management, LLC | 12 | $3.00K | 0.00% | +3+33.3% | Added |
| Gradient Investments LLC | 11 | $2.93K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $2.93K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 10 | $2.66K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 9 | $2.40K | 0.00% | +9 | New |
| Proequities, Inc. | 8 | $2.13K | 0.00% | −389−98.0% | Reduced |
| Provenance Wealth Advisors, LLC | 8 | $2.13K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $2.09K | 0.00% | +2+40.0% | Added |
| MCF Advisors LLC | 7 | $1.86K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $1.60K | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 5 | $1.33K | 0.00% | −12−70.6% | Reduced |
| Horizon Financial Services, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $1.06K | 0.00% | +4 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Sachetta, LLC | 3 | $893 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $800 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $799 | 0.00% | −37−92.5% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $799 | 0.00% | −22−88.0% | Reduced |
| Ransom Advisory, Ltd | 3 | $799 | 0.00% | +3 | New |
| PEAK6 Investments LLC | 2 | $626 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $533 | 0.00% | −1−33.3% | Reduced |
| Hexagon Capital Partners LLC | 2 | $533 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $533 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $533 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2 | $533 | 0.00% | +2 | New |
| Whittier Trust Co | 2 | $532 | 0.00% | +2 | New |
| Unique Wealth Strategies, LLC | 1 | $309 | 0.00% | +1 | New |
| Bokf, NA | 1 | $266 | 0.00% | −57−98.3% | Reduced |
| Aspect Partners, LLC | 1 | $266 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $266 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Ariadne Wealth Management, LP | 85 | – | – | +85 | New |
| Capital International Investors | 0 | $0 | 0.00% | −375,958−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −284,269−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −47,055−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −23,409−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −20,120−100.0% | Sold out |
| Forge First Asset Management Inc. | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −16,055−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −15,618−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −15,614−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −14,914−100.0% | Sold out |