| Atlantic Trust, LLC | 63 | $9.53K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 61 | $9.23K | 0.00% | +7+13.0% | Added |
| CVA Family Office, LLC | 57 | $8.62K | 0.00% | +2+3.6% | Added |
| WPG Advisers, LLC | 50 | $7.57K | 0.00% | +5+11.1% | Added |
| Fortitude Family Office, LLC | 47 | $7.11K | 0.00% | −12−20.3% | Reduced |
| Farmers & Merchants Investments Inc | 47 | $7.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 46 | $6.99K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 42 | $6.36K | 0.00% | +6+16.7% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $6.05K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 40 | $6.05K | 0.00% | +40 | New |
| Action Point Financial Planning, LLC | 35 | $5.14K | 0.00% | +35 | New |
| Highline Wealth Partners LLC | 34 | $5.14K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 31 | $4.69K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 31 | $4.69K | 0.00% | +15+93.8% | Added |
| JFS Wealth Advisors, LLC | 27 | $4.09K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 27 | $4.09K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 27 | $4.08K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27 | $4.05K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 27 | $3.90K | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 25 | $3.78K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 24 | $3.63K | 0.00% | +8+50.0% | Added |
| Bogart Wealth, LLC | 23 | $3.48K | 0.00% | +8+53.3% | Added |
| Basepoint Wealth LLC | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 19 | $2.88K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 19 | $2.88K | 0.00% | +1+5.6% | Added |
| Bell Investment Advisors, Inc | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 17 | $2.57K | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 16 | $2.42K | 0.00% | −1−5.9% | Reduced |
| HM Payson & Co | 14 | $2.12K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $2.12K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.82K | 0.00% | −482−97.6% | Reduced |
| Torren Management, LLC | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $1.66K | 0.00% | +11 | New |
| Spire Wealth Management | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.21K | 0.00% | +5+166.7% | Added |
| Cromwell Holdings LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.21K | 0.00% | +1+14.3% | Added |
| FWL Investment Management, LLC | 8 | $1.21K | 0.00% | +8 | New |
| Sachetta, LLC | 7 | $1.06K | 0.00% | −9−56.3% | Reduced |
| JDM Financial Group LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $908 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $908 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $908 | 0.00% | +2+50.0% | Added |
| JNBA Financial Advisors | 5 | $757 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $606 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 4 | $586 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $454 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $454 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $454 | 0.00% | +3 | New |
| Buck Wealth Strategies, LLC | 2 | $303 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $302 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $152 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $152 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $151 | 0.00% | −80−98.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $151 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $151 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $29 | 0.00% | 0 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Life Cycle Investment Partners Ltd | 0 | $0 | 0.00% | −462,875−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −112,690−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −45,417−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −36,266−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,550−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,241−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −77,612−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −11,665−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −10,374−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,082−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −4,798−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −4,247−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −2,589−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −191−100.0% | Sold out |