| Huntington National Bank | 512 | $29.2K | 0.00% | +167+48.4% | Added |
| Redmont Wealth Advisors LLC | 500 | $28.5K | 0.04% | +500 | New |
| Meeder Asset Management Inc | 486 | $27.7K | 0.00% | +486 | New |
| Deseret Mutual Benefit Administrators | 442 | $25.2K | 0.01% | +95+27.4% | Added |
| Private Trust Co NA | 433 | $24.7K | 0.00% | +378+687.3% | Added |
| Larson Financial Group LLC | 432 | $24.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 431 | $24.6K | 0.01% | −29−6.3% | Reduced |
| Allworth Financial LP | 421 | $24.0K | 0.00% | −381−47.5% | Reduced |
| Cape Investment Advisory, Inc. | 400 | $22.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 385 | $21.9K | 0.00% | +50+14.9% | Added |
| TD Private Client Wealth LLC | 347 | $19.8K | 0.00% | +297+594.0% | Added |
| Bartlett & Co. Wealth Management LLC | 320 | $18.2K | 0.00% | +320 | New |
| Rise Advisors, LLC | 310 | $17.7K | 0.01% | +310 | New |
| Global Retirement Partners, LLC | 309 | $17.6K | 0.00% | −11−3.4% | Reduced |
| Denali Advisors LLC | 309 | $17.6K | 0.01% | +309 | New |
| Quantbot Technologies LP | 307 | $17.5K | 0.00% | −328−51.7% | Reduced |
| CVA Family Office, LLC | 285 | $16.2K | 0.00% | +285 | New |
| Farther Finance Advisors, LLC | 276 | $15.6K | 0.00% | +224+430.8% | Added |
| Parkside Financial Bank & Trust | 272 | $15.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 260 | $14.8K | 0.00% | +260 | New |
| Prestige Wealth Management Group LLC | 234 | $13.3K | 0.00% | +91+63.6% | Added |
| Cedar Wealth Management, LLC | 210 | $12.0K | 0.00% | +210 | New |
| Catalyst Funds Management Pty Ltd | 200 | $11.4K | 0.00% | +200 | New |
| Farmers & Merchants Investments Inc | 165 | $9.40K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 154 | $8.77K | 0.00% | −18−10.5% | Reduced |
| City State Bank | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 141 | $7.99K | 0.00% | +141 | New |
| Zions Bancorporation, N.A. | 136 | $7.75K | 0.00% | −13−8.7% | Reduced |
| Johnson Financial Group, Inc. | 134 | $7.63K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 133 | $7.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 123 | $7.01K | 0.00% | −2−1.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 117 | $7.00K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 120 | $6.84K | 0.00% | −85−41.5% | Reduced |
| First Horizon Advisors, Inc. | 101 | $5.75K | 0.00% | +51+102.0% | Added |
| Community Bank, N.A. | 100 | $5.70K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $5.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 91 | $5.18K | 0.00% | +13+16.7% | Added |
| Whittier Trust Co of Nevada Inc | 90 | $5.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $5.13K | 0.00% | +55+157.1% | Added |
| Close Asset Management Ltd | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 84 | $4.79K | 0.00% | −17−16.8% | Reduced |
| Fortitude Family Office, LLC | 75 | $4.27K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $4.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 71 | $4.04K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 70 | $3.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $3.99K | 0.00% | +8+12.9% | Added |
| Castleview Partners, LLC | 67 | $3.82K | 0.00% | +27+67.5% | Added |
| Bell Investment Advisors, Inc | 52 | $2.96K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $2.56K | 0.00% | +35+350.0% | Added |
| Horizon Financial Services, LLC | 42 | $2.39K | 0.00% | +42 | New |
| Quent Capital, LLC | 39 | $2.22K | 0.00% | −16−29.1% | Reduced |
| Venturi Wealth Management, LLC | 39 | $2.22K | 0.00% | +39 | New |
| Central Trust Co | 36 | $2.05K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 40 | $2.00K | 0.00% | −83−67.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 40 | $2.00K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 35 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $1.54K | 0.00% | +5+22.7% | Added |
| Cullen/Frost Bankers, Inc. | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $1.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $1.25K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $1.20K | 0.00% | −145−87.3% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $1.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17 | $971 | 0.00% | −20−54.1% | Reduced |
| ClariVest Asset Management LLC | 16 | $912 | 0.00% | +8+100.0% | Added |
| Dunhill Financial, LLC | 16 | $910 | 0.00% | +3+23.1% | Added |
| TFC Financial Management | 14 | $798 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $741 | 0.00% | −2−13.3% | Reduced |
| Spire Wealth Management | 13 | $741 | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $740 | 0.00% | +13 | New |
| Versant Capital Management, Inc | 12 | $684 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $570 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $456 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $456 | 0.00% | +8 | New |
| Bokf, NA | 7 | $396 | 0.00% | −8−53.3% | Reduced |
| True Wealth Design, LLC | 5 | $285 | 0.00% | +2+66.7% | Added |
| Abich Financial Wealth Management LLC | 4 | $228 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $171 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $114 | 0.00% | −80−97.6% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Penserra Capital Management LLC | 9 | $0 | 0.00% | −852−99.0% | Reduced |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −121,508−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −112,417−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −71,451−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −60,468−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −60,400−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −48,896−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −37,600−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −37,259−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −24,824−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,616−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −16,227−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −12,515−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −10,577−100.0% | Sold out |
