| Capital Advisors, Ltd. LLC | 75 | $5.00K | 0.00% | −1−1.3% | Reduced |
| Painted Porch Advisors LLC | 75 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $4.87K | 0.00% | −18−19.8% | Reduced |
| Transce3nd, LLC | 67 | $4.46K | 0.00% | +67 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 49 | $3.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 44 | $2.96K | 0.00% | +1+2.3% | Added |
| Cape Investment Advisory, Inc. | 41 | $2.73K | 0.00% | −800−95.1% | Reduced |
| Hollencrest Capital Management | 41 | $2.73K | 0.00% | +41 | New |
| Heritage Wealth Advisors | 35 | $2.35K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 35 | $2.33K | 0.00% | −59−62.8% | Reduced |
| Private Wealth Management Group, LLC | 35 | $2.33K | 0.00% | +12+52.2% | Added |
| Asset Dedication, LLC | 34 | $2.27K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33 | $2.22K | 0.00% | −10−23.3% | Reduced |
| CoreCap Advisors, LLC | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 31 | $2.09K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 31 | $2.07K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Maia Wealth LLC | 30 | $2.00K | 0.00% | +30 | New |
| Sanctuary Wealth Management, L.L.C. | 28 | $1.87K | 0.00% | +18+180.0% | Added |
| Clark Wealth Partners | 27 | $1.82K | 0.00% | +27 | New |
| POM Investment Strategies, LLC | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 20 | $1.33K | 0.00% | +20 | New |
| Insight Financial Services | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $1.07K | 0.00% | +16 | New |
| Rothschild Investment LLC | 15 | $1.00K | 0.00% | −28−65.1% | Reduced |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 14 | $933 | 0.00% | +14 | New |
| High Note Wealth, LLC | 13 | $866 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 12 | $830 | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 11 | $733 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 10 | $666 | 0.00% | +10 | New |
| Center for Financial Planning, Inc. | 8 | $534 | 0.00% | +8 | New |
| Capital A Wealth Management, LLC | 8 | $533 | 0.00% | +8 | New |
| Creekmur Asset Management LLC | 8 | $516 | 0.00% | −285−97.3% | Reduced |
| Parkside Financial Bank & Trust | 7 | $467 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7 | $466 | 0.00% | −39−84.8% | Reduced |
| MV Capital Management, Inc. | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 5 | $333 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4 | $267 | 0.00% | −1,269−99.7% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $210 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $199 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1 | $131 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $85 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −568,280−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −241,800−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −62,065−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −61,105−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −53,629−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −52,550−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −46,925−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −31,324−100.0% | Sold out |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −27,320−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −21,964−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −19,107−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −16,763−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| B&I Capital AG | 0 | $0 | 0.00% | −13,775−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −12,228−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,227−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,554−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −9,021−100.0% | Sold out |
| Retirement Planning Group | 0 | $0 | 0.00% | −8,284−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −7,639−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,449−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,342−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −7,153−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,332−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,449−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −5,294−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −4,786−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,562−100.0% | Sold out |