| GoalVest Advisory LLC | 20 | $20.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $20.3K | 0.00% | +1+5.3% | Added |
| VisionPoint Advisory Group, LLC | 18 | $18.3K | 0.01% | −1−5.3% | Reduced |
| McIlrath & Eck, LLC | 18 | $18.3K | 0.00% | +14+350.0% | Added |
| Quest Partners LLC | 18 | $18.3K | 0.00% | +17+1,700.0% | Added |
| Armstrong Advisory Group, Inc | 21 | $17.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $17.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $16.3K | 0.00% | −1−5.9% | Reduced |
| MCF Advisors LLC | 16 | $16.3K | 0.00% | +1+6.7% | Added |
| Aspect Partners, LLC | 16 | $16.3K | 0.01% | +1+6.7% | Added |
| Eagle Bay Advisors LLC | 16 | $16.3K | 0.01% | +13+433.3% | Added |
| Stephenson National Bank & Trust | 16 | $16.3K | 0.01% | +16 | New |
| Gradient Investments LLC | 15 | $15.3K | 0.00% | −2−11.8% | Reduced |
| Global Trust Asset Management, LLC | 15 | $15.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 15 | $15.3K | 0.00% | +15 | New |
| Keener Financial Planning LLC | 14 | $15.0K | 0.01% | +14 | New |
| Nemes Rush Group LLC | 14 | $14.2K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $14.2K | 0.00% | +2+16.7% | Added |
| GW&K Investment Management, LLC | 14 | $14.0K | 0.00% | −2−12.5% | Reduced |
| Core Wealth Advisors, Inc. | 13 | $13.2K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 13 | $13.2K | 0.01% | +10+333.3% | Added |
| Tidemark, LLC | 13 | $13.2K | 0.01% | +13 | New |
| Rakuten Securities, Inc. | 12 | $12.2K | 0.01% | −12−50.0% | Reduced |
| Evermay Wealth Management LLC | 12 | $12.2K | 0.00% | −8−40.0% | Reduced |
| Raleigh Capital Management Inc. | 12 | $12.2K | 0.01% | +10+500.0% | Added |
| Chilton Capital Management LLC | 11 | $11.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $11.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $11.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $11.0K | 0.00% | +2+25.0% | Added |
| Abound Wealth Management | 11 | $10.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $10.6K | 0.00% | −62−86.1% | Reduced |
| Duncker Streett & Co Inc | 10 | $10.2K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $10.2K | 0.01% | +10 | New |
| City Holding Co | 10 | $10.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $9.16K | 0.00% | −121−93.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $9.16K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $9.16K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 9 | $9.16K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $9.16K | 0.00% | +9 | New |
| Provenance Wealth Advisors, LLC | 8 | $8.14K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $7.82K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $7.12K | 0.00% | −6−46.2% | Reduced |
| Bangor Savings Bank | 7 | $7.12K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7 | $7.12K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $7.12K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 7 | $7.12K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 7 | $7.12K | 0.00% | +7 | New |
| Hazlett, Burt & Watson, Inc. | 7 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $7.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6 | $6.13K | 0.00% | −2−25.0% | Reduced |
| Independence Bank of Kentucky | 6 | $6.10K | 0.00% | −6−50.0% | Reduced |
| Atwood & Palmer Inc | 6 | $6.10K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 6 | $6.10K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 6 | $6.10K | 0.00% | +1+20.0% | Added |
| Sofos Investments, Inc. | 7 | $5.72K | 0.00% | +7 | Added |
| Winch Advisory Services, LLC | 5 | $5.20K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 5 | $5.09K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 5 | $5.09K | 0.01% | +5 | New |
| City State Bank | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $4.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $4.07K | 0.00% | −2−33.3% | Reduced |
| Citizens National Bank Trust Department | 4 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 4 | $4.07K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4 | $4.07K | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $4.04K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $4.00K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $3.71K | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 3 | $3.06K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $3.05K | 0.01% | −1−25.0% | Reduced |
| Highline Wealth Partners LLC | 3 | $3.05K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3 | $3.05K | 0.00% | +1+50.0% | Added |
| Leonteq Securities AG | 3 | $3.05K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 3 | $3.05K | 0.00% | +3 | New |
| Frank, Rimerman Advisors LLC | 3 | $3.05K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 3 | $3.05K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $2.04K | 0.00% | +1+100.0% | Added |
| Asset Dedication, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $2.00K | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 1 | $1.02K | 0.00% | +1 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $1.02K | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $1.02K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $1.02K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1 | $1.02K | 0.00% | +1 | New |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,580−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −16,559−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,615−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,913−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |