| GW&K Investment Management, LLC | 79 | $15.0K | 0.00% | +18+29.5% | Added |
| Stone House Investment Management, LLC | 79 | $14.5K | 0.00% | +47+146.9% | Added |
| Prestige Wealth Management Group LLC | 78 | $14.3K | 0.00% | −43−35.5% | Reduced |
| Tradewinds Capital Management, LLC | 78 | $14.3K | 0.00% | +10+14.7% | Added |
| Criterion Capital Advisors, LLC | 76 | $14.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 75 | $13.8K | 0.01% | −3−3.8% | Reduced |
| Baldwin Brothers Inc | 75 | $13.8K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 75 | $13.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 73 | $13.3K | 0.00% | −329−81.8% | Reduced |
| Silver Oak Securities, Inc | 66 | $12.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 63 | $11.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 57 | $10.5K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $9.89K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 54 | $9.88K | 0.01% | +54 | New |
| BBJS Financial Advisors, LLC | 50 | $9.27K | 0.00% | −25−33.3% | Reduced |
| Institutional & Family Asset Management, LLC | 50 | $9.19K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $9.19K | 0.00% | +50 | New |
| Piscataqua Savings Bank | 50 | $9.19K | 0.01% | 00.0% | Unchanged |
| Cypress Capital, LLC | 49 | $8.92K | 0.00% | +49 | New |
| Kozak & Associates, Inc. | 45 | $8.22K | 0.00% | +1+2.3% | Added |
| McIlrath & Eck, LLC | 40 | $7.35K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $7.35K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 36 | $6.62K | 0.00% | −33−47.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $6.62K | 0.00% | −9−20.0% | Reduced |
| Larson Financial Group LLC | 36 | $6.62K | 0.00% | +13+56.5% | Added |
| Meeder Asset Management Inc | 36 | $6.62K | 0.00% | +17+89.5% | Added |
| American Capital Advisory, LLC | 35 | $6.53K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 34 | $6.25K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $5.88K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $5.51K | 0.00% | −27−47.4% | Reduced |
| SOA Wealth Advisors, LLC. | 29 | $5.40K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $5.22K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 28 | $5.16K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 26 | $4.86K | 0.00% | +26 | New |
| Continuum Advisory, LLC | 25 | $4.63K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 25 | $4.60K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 24 | $4.46K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 24 | $4.40K | 0.00% | +7+41.2% | Added |
| ESL Trust Services, LLC | 23 | $4.23K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 22 | $4.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $4.00K | 0.00% | +13+100.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 23 | $4.00K | 0.00% | +20+666.7% | Added |
| ZRC Wealth Management, LLC | 21 | $3.87K | 0.00% | +21 | Added |
| Abound Wealth Management | 20 | $3.68K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 20 | $3.68K | 0.31% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 18 | $3.31K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 18 | $3.31K | 0.00% | −5−21.7% | Reduced |
| Raffa Wealth Management, LLC | 18 | $3.31K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 17 | $3.13K | 0.00% | −80−82.5% | Reduced |
| Grove Bank & Trust | 17 | $3.13K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 16 | $2.94K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $2.93K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 15 | $2.77K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 15 | $2.76K | 0.00% | +15 | New |
| Aspect Partners, LLC | 14 | $2.57K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 13 | $2.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.84K | 0.00% | −1−9.1% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $1.84K | 0.00% | −59−85.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.66K | 0.00% | +2+28.6% | Added |
| Cherry Tree Wealth Management, LLC | 9 | $1.66K | 0.00% | +3+50.0% | Added |
| Creekmur Asset Management LLC | 9 | $1.65K | 0.00% | +4+80.0% | Added |
| Voisard Asset Management Group, Inc. | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 7 | $1.29K | 0.00% | +7 | New |
| Unique Wealth Strategies, LLC | 6 | $1.17K | 0.00% | +6 | New |
| TFC Financial Management | 6 | $1.10K | 0.00% | +1+20.0% | Added |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | −8−66.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $920 | 0.00% | +5 | New |
| NVWM, LLC | 4 | $735 | 0.00% | +1+33.3% | Added |
| McClarren Financial Advisors, Inc. | 183 | $412 | 0.29% | −2,060−91.8% | Reduced |
| Legend Financial Advisors, Inc. | 2 | $368 | 0.00% | +2 | New |
| Fairscale Capital, LLC | 1 | $190 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $184 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1 | $184 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $0 | 0.00% | +2 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,154,500−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −255,400−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −156,378−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −89,463−100.0% | Sold out |
| Howard Capital Management Group, LLC | 0 | $0 | 0.00% | −88,864−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −50,012−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −38,641−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −38,516−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −30,986−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −28,856−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −27,122−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −23,049−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,228−100.0% | Sold out |
| Financial Advisory Partners, LLC | 0 | $0 | 0.00% | −18,031−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −16,215−100.0% | Sold out |
