| Hughes Financial Services, LLC | 20 | $1.04K | 0.00% | −2−9.1% | Reduced |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $992 | 0.00% | +19 | New |
| Washington Trust Advisors, Inc. | 19 | $991 | 0.00% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 19 | $991 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 19 | $991 | 0.00% | +19 | New |
| Cranbrook Wealth Management, LLC | 18 | $939 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 17 | $887 | 0.00% | −212−92.6% | Reduced |
| Clark Wealth Partners | 17 | $887 | 0.00% | −17−50.0% | Reduced |
| South State Corp. | 17 | $887 | 0.00% | −11−39.3% | Reduced |
| Principia Wealth Advisory, LLC | 17 | $887 | 0.00% | −3−15.0% | Reduced |
| Financial Perspectives, Inc | 17 | $887 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 15 | $783 | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 14 | $731 | 0.00% | +6+75.0% | Added |
| Bartlett & Co. Wealth Management LLC | 12 | $626 | 0.00% | +6+100.0% | Added |
| Planning Strategies Inc. | 12 | $626 | 0.00% | +12 | New |
| Halbert Hargrove Global Advisors, LLC | 10 | $510 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 9 | $470 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $470 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $469 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $443 | 0.00% | −2−20.0% | Reduced |
| Crewe Advisors LLC | 8 | $418 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 8 | $418 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $418 | 0.00% | +8 | New |
| MTM Investment Management, LLC | 8 | $417 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8 | $417 | 0.00% | +8 | New |
| Tidemark, LLC | 8 | $417 | 0.00% | +8 | New |
| IMA Wealth, Inc. | 7 | $365 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $313 | 0.00% | +6 | New |
| Mosley Wealth Management | 6 | $313 | 0.00% | +6 | New |
| Oakworth Capital, Inc. | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $261 | 0.00% | +3+150.0% | Added |
| DecisionPoint Financial, LLC | 4 | $217 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 4 | $209 | 0.00% | −3−42.9% | Reduced |
| Horizon Financial Services, LLC | 4 | $209 | 0.00% | +4 | New |
| High Note Wealth, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $105 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $104 | 0.00% | −12−85.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $104 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1 | $52 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $52 | 0.00% | +1 | New |
| Knights of Columbus Asset Advisors LLC | 1 | $48 | 0.00% | −9,359−100.0% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −622,000−100.0% | Sold out |
| Hook Mill Capital Partners, LP | 0 | $0 | 0.00% | −401,736−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −363,849−100.0% | Sold out |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −309,923−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −167,400−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −143,284−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −119,925−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −118,310−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −78,622−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −67,455−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −64,394−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −50,393−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −47,264−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −44,574−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −42,390−100.0% | Sold out |
| Peak Retirement Planning, Inc. | 0 | $0 | 0.00% | −41,103−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −37,361−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −37,233−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −33,387−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −25,884−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −22,436−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,545−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −20,667−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −17,375−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −15,862−100.0% | Sold out |
| Brindle & Bay Financial Advisors, LLC | 0 | $0 | 0.00% | −15,292−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −13,724−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −12,915−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −12,905−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,887−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −12,144−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −12,133−100.0% | Sold out |
| MOKAN Wealth Management Inc. | 0 | $0 | 0.00% | −11,938−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,864−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,687−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −8,617−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,604−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,163−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −8,145−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −7,312−100.0% | Sold out |
| Osmosis Investment Management UK Ltd | 0 | $0 | 0.00% | −7,295−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −7,145−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,938−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −6,276−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −5,287−100.0% | Sold out |
| Sanibel Captiva Trust Company, Inc. | 0 | $0 | 0.00% | −5,202−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Elevated Financial Group LLC | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| Klein Pavlis & Peasley Financial, Inc. | 0 | $0 | 0.00% | −5,014−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |