| Federation des caisses Desjardins du Quebec | 75 | $3.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $3.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $3.75K | 0.00% | −248−77.5% | Reduced |
| Concord Wealth Partners | 66 | $3.43K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 53 | $3.39K | 0.00% | +53 | New |
| Bayforest Capital Ltd | 62 | $3.23K | 0.00% | +16+34.8% | Added |
| Private Trust Co NA | 57 | $2.94K | 0.00% | −8−12.3% | Reduced |
| TD Private Client Wealth LLC | 52 | $2.71K | 0.00% | −24−31.6% | Reduced |
| WealthCollab, LLC | 51 | $2.65K | 0.00% | +51 | New |
| Bryn Mawr Trust Co | 47 | $2.44K | 0.00% | −69−59.5% | Reduced |
| Ronald Blue Trust, Inc. | 46 | $2.39K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 34 | $1.77K | 0.00% | +34 | New |
| Riggs Asset Managment Co. Inc. | 32 | $1.67K | 0.00% | +32 | New |
| HighMark Wealth Management LLC | 30 | $1.56K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $1.56K | 0.00% | +30 | New |
| Financial Network Wealth Advisors LLC | 25 | $1.30K | 0.00% | −4−13.8% | Reduced |
| UMA Financial Services, Inc. | 22 | $1.15K | 0.00% | +12+120.0% | Added |
| True Wealth Design, LLC | 22 | $1.15K | 0.00% | +20+1,000.0% | Added |
| Harbour Investments, Inc. | 22 | $1.14K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 22 | $1.14K | 0.00% | +22 | New |
| Transce3nd, LLC | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 20 | $1.06K | 0.00% | −4−16.7% | Reduced |
| Picton Mahoney Asset Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | +27 | New |
| Capital A Wealth Management, LLC | 25 | $924 | 0.01% | +25 | New |
| Bokf, NA | 15 | $780 | 0.00% | −7,739−99.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $729 | 0.00% | −1−6.7% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $729 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 14 | $728 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 11 | $573 | 0.00% | −9−45.0% | Reduced |
| Bruce G. Allen Investments, LLC | 11 | $572 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $572 | 0.00% | +4+57.1% | Added |
| Cromwell Holdings LLC | 11 | $572 | 0.00% | +11 | New |
| Motco | 9 | $540 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $520 | 0.00% | −104−91.2% | Reduced |
| Kestra Investment Management, LLC | 10 | $520 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 8 | $486 | 0.00% | −13−61.9% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $364 | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $364 | 0.00% | +4+133.3% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $312 | 0.00% | +3+100.0% | Added |
| Raleigh Capital Management Inc. | 6 | $312 | 0.00% | +6 | New |
| Garde Capital, Inc. | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $208 | 0.00% | +4 | New |
| Toronto Dominion Bank | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $156 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $105 | 0.00% | +2 | New |
| Total Investment Management Inc | 1 | $52 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 5 | $0 | 0.00% | −1,387−99.6% | Reduced |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −283,957−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −200,787−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −144,136−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −135,403−100.0% | Sold out |
| Cutter Capital Management, LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −96,737−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −89,705−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −61,601−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −55,536−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −42,133−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −33,545−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −33,423−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −27,681−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −27,160−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −25,800−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −23,096−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −22,407−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −12,643−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,263−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −11,542−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −11,466−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,452−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,318−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −10,132−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,976−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −8,540−100.0% | Sold out |
| Curbstone Financial Management Corp | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −7,906−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −7,626−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −6,866−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −6,751−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −6,206−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Zuckerman Investment Group, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −5,702−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −5,635−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,255−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −3,677−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,588−100.0% | Sold out |