| Operose Advisors LLC | 38 | $7.72K | 0.00% | +1+2.7% | Added |
| CBIZ Investment Advisory Services, LLC | 37 | $7.61K | 0.00% | +37 | New |
| Cranbrook Wealth Management, LLC | 36 | $7.40K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 35 | $7.19K | 0.00% | +35 | New |
| Penserra Capital Management LLC | 36 | $7.00K | 0.00% | −869−96.0% | Reduced |
| NBC Securities, Inc. | 36 | $7.00K | 0.00% | +36 | New |
| Mascoma Wealth Management LLC | 34 | $6.99K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 33 | $6.78K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 32 | $6.58K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 31 | $6.50K | 0.00% | +31 | New |
| High Note Wealth, LLC | 29 | $5.96K | 0.00% | +1+3.6% | Added |
| POM Investment Strategies, LLC | 28 | $5.75K | 0.01% | 00.0% | Unchanged |
| City State Bank | 28 | $5.75K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 28 | $5.75K | 0.00% | +4+16.7% | Added |
| Brown, Lisle/Cummings, Inc. | 28 | $5.75K | 0.00% | +28 | New |
| Greenline Partners, LLC | 28 | $5.75K | 0.00% | +28 | New |
| Capital A Wealth Management, LLC | 27 | $5.55K | 0.01% | +2+8.0% | Added |
| Highline Wealth Partners LLC | 25 | $5.14K | 0.00% | +5+25.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 24 | $4.93K | 0.00% | +24 | New |
| South Plains Financial, Inc. | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 21 | $4.32K | 0.00% | +14+200.0% | Added |
| Rosenberg Matthew Hamilton | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 19 | $3.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $3.88K | 0.00% | +9+90.0% | Added |
| Dogwood Wealth Management LLC | 17 | $3.49K | 0.00% | +17 | New |
| West Paces Advisors Inc. | 16 | $3.29K | 0.00% | −12−42.9% | Reduced |
| Atlas Capital Advisors LLC | 16 | $3.29K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $3.29K | 0.00% | +16 | New |
| Reyes Financial Architecture, Inc. | 16 | $3.29K | 0.00% | +16 | New |
| Barnes Dennig Private Wealth Management LLC | 16 | $3.29K | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 14 | $2.91K | 0.00% | +14 | New |
| Alpine Bank Wealth Management | 14 | $2.88K | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 12 | $2.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $2.47K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 12 | $2.47K | 0.00% | +12 | New |
| Binnacle Investments Inc | 12 | $2.47K | 0.00% | +12 | New |
| Winnow Wealth LLC | 11 | $2.16K | 0.00% | +3+37.5% | Added |
| Bangor Savings Bank | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Core Alternative Capital | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.64K | 0.00% | +8 | New |
| S&T Bank | 7 | $1.44K | 0.00% | +7 | New |
| Anderson Financial Strategies, LLC | 6 | $1.33K | 0.00% | −31−83.8% | Reduced |
| American Capital Advisory, LLC | 6 | $1.23K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 5 | $1.03K | 0.00% | −1−16.7% | Reduced |
| Osterweis Capital Management Inc | 5 | $1.03K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $1.03K | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 4 | $842 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $823 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $823 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 4 | $822 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $822 | 0.00% | +4 | New |
| Kiker Wealth Management, LLC | 4 | $822 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $633 | 0.00% | +3 | New |
| Perkins Coie Trust Co | 2 | $411 | 0.00% | −2−50.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −10,851−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −246,335−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −63,373−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −33,124−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −27,079−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −21,819−100.0% | Sold out |
| Country Club Bank | 0 | $0 | 0.00% | −20,740−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −17,667−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −17,105−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,159−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −13,560−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −12,523−100.0% | Sold out |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −11,324−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,481−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −8,867−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,001−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −6,408−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,747−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −4,279−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,002−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |