| First Horizon Advisors, Inc. | 227 | $65.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 202 | $57.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 194 | $55.6K | 0.00% | +50+34.7% | Added |
| Umb Bank N A | 183 | $52.5K | 0.00% | +20+12.3% | Added |
| Jones Financial Companies LLLP | 175 | $50.7K | 0.00% | −23−11.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 143 | $41.0K | 0.00% | +143 | New |
| Parallel Advisors, LLC | 142 | $40.7K | 0.00% | +2+1.4% | Added |
| Aster Capital Management (DIFC) Ltd | 141 | $40.4K | 0.01% | −236−62.6% | Reduced |
| Versant Capital Management, Inc | 130 | $37.3K | 0.01% | +11+9.2% | Added |
| Danske Bank A/S | 123 | $35.3K | 0.00% | −6,201−98.1% | Reduced |
| CIBC Private Wealth Group, LLC | 122 | $35.0K | 0.00% | −4−3.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105 | $30.1K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 95 | $27.2K | 0.00% | +95 | New |
| CWM, LLC | 93 | $27.0K | 0.00% | +9+10.7% | Added |
| EverSource Wealth Advisors, LLC | 90 | $25.8K | 0.00% | +44+95.7% | Added |
| Matrix Trust Co | 86 | $25.0K | 0.00% | +41+91.1% | Added |
| Optiver Holding B.V. | 79 | $22.7K | 0.00% | +79 | New |
| Brown Brothers Harriman & Co | 72 | $20.7K | 0.00% | +51+242.9% | Added |
| Farther Finance Advisors, LLC | 59 | $16.9K | 0.00% | +4+7.3% | Added |
| Park Place Capital Corp | 56 | $16.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 51 | $14.6K | 0.00% | +37+264.3% | Added |
| Allworth Financial LP | 49 | $14.1K | 0.00% | −4−7.5% | Reduced |
| Principal Securities, Inc. | 47 | $13.5K | 0.00% | +12+34.3% | Added |
| SBI Securities Co., Ltd. | 46 | $13.2K | 0.00% | −96−67.6% | Reduced |
| Smartleaf Asset Management LLC | 44 | $12.8K | 0.00% | −8−15.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 41 | $11.3K | 0.00% | +41 | New |
| Private Trust Co NA | 38 | $10.9K | 0.00% | +3+8.6% | Added |
| Rise Advisors, LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 31 | $8.89K | 0.00% | −10−24.4% | Reduced |
| UMA Financial Services, Inc. | 30 | $8.61K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 28 | $8.03K | 0.00% | +28 | New |
| Bare Financial Services, Inc | 25 | $7.17K | 0.00% | +17+212.5% | Added |
| Spire Wealth Management | 24 | $6.88K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24 | $6.88K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 23 | $6.58K | 0.00% | +23 | New |
| Hollencrest Capital Management | 20 | $5.74K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $5.45K | 0.00% | +7+58.3% | Added |
| Bell Investment Advisors, Inc | 17 | $4.88K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $4.30K | 0.00% | −21−58.3% | Reduced |
| Hemington Wealth Management | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $3.73K | 0.00% | −7−35.0% | Reduced |
| Massmutual Trust Co FSB | 13 | $3.73K | 0.00% | −4−23.5% | Reduced |
| High Note Wealth, LLC | 13 | $3.73K | 0.00% | +13 | New |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $3.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $3.44K | 0.00% | +12 | New |
| Financial Network Wealth Advisors LLC | 11 | $3.16K | 0.00% | −1−8.3% | Reduced |
| Kilter Group LLC | 11 | $3.16K | 0.00% | +11 | New |
| Hantz Financial Services, Inc. | 9 | $3.00K | 0.00% | +8+800.0% | Added |
| JFS Wealth Advisors, LLC | 10 | $2.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $2.87K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 9 | $2.58K | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 9 | $2.58K | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 6 | $1.72K | 0.00% | +6 | New |
| True Wealth Design, LLC | 4 | $1.15K | 0.00% | −1−20.0% | Reduced |
| Cape Investment Advisory, Inc. | 4 | $1.15K | 0.00% | −18−81.8% | Reduced |
| Larson Financial Group LLC | 4 | $1.15K | 0.00% | −2−33.3% | Reduced |
| Atlantic Trust, LLC | 3 | $861 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 3 | $860 | 0.00% | −2−40.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 3 | $860 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3 | $860 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 3 | $860 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 3 | $860 | 0.00% | +3 | New |
| NewSquare Capital LLC | 2 | $574 | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 2 | $574 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $574 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $287 | 0.00% | −2−66.7% | Reduced |
| SJS Investment Consulting Inc. | 1 | $287 | 0.00% | −1−50.0% | Reduced |
| Abound Wealth Management | 1 | $287 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $287 | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −29,422−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −14,974−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −11,932−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,782−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −8,748−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −3,185−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Defined Financial Planning LLC | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |