| Umb Bank N A | 102 | $47.4K | 0.00% | +41+67.2% | Added |
| SBI Securities Co., Ltd. | 99 | $46.0K | 0.00% | +99 | New |
| Quest Partners LLC | 85 | $39.5K | 0.01% | −1,551−94.8% | Reduced |
| Allworth Financial LP | 88 | $38.7K | 0.00% | +72+450.0% | Added |
| Federation des caisses Desjardins du Quebec | 80 | $37.2K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 78 | $36.3K | 0.01% | +78 | New |
| Larson Financial Group LLC | 75 | $34.9K | 0.00% | +74+7,400.0% | Added |
| Bank of Jackson Hole Trust | 66 | $30.7K | 0.02% | +66 | New |
| Colonial Trust Co | 63 | $29.3K | 0.00% | −55−46.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 61 | $28.4K | 0.00% | +16+35.6% | Added |
| Main Street Group, LTD | 62 | $28.3K | 0.01% | +2+3.3% | Added |
| Optimum Investment Advisors | 54 | $25.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 53 | $25.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 54 | $25.0K | 0.00% | +54 | New |
| Toth Financial Advisory Corp | 50 | $23.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $23.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $23.3K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 50 | $23.3K | 0.00% | +50 | New |
| Stonebridge Financial Group, LLC | 45 | $20.9K | 0.00% | +45 | New |
| WPG Advisers, LLC | 44 | $20.5K | 0.02% | +44 | New |
| SIMA Wealth Partners, LLC | 40 | $18.6K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $18.6K | 0.00% | +20+100.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $17.1K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 36 | $16.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $16.3K | 0.00% | −145−80.6% | Reduced |
| Coppell Advisory Solutions LLC | 34 | $15.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $15.8K | 0.00% | +22+183.3% | Added |
| TFC Financial Management | 32 | $14.9K | 0.00% | +5+18.5% | Added |
| Versant Capital Management, Inc | 32 | $14.9K | 0.00% | +19+146.2% | Added |
| Retirement Wealth Solutions LLC | 34 | $14.2K | 0.01% | +34 | New |
| Financial Management Professionals, Inc. | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $14.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 29 | $13.5K | 0.00% | −17−37.0% | Reduced |
| Hollencrest Capital Management | 23 | $10.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 21 | $9.79K | 0.00% | +21 | New |
| Missouri Trust & Investment Co | 20 | $9.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $8.84K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 19 | $8.84K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 18 | $8.37K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 19 | $7.91K | 0.00% | +2+11.8% | Added |
| Edge Capital Group, LLC | 16,803 | $7.44K | 0.00% | +16,803 | New |
| JFS Wealth Advisors, LLC | 15 | $6.98K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $6.51K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $6.51K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $6.05K | 0.00% | −1−7.1% | Reduced |
| Key Financial Inc | 13 | $6.05K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $5.58K | 0.00% | −114−90.5% | Reduced |
| TD Private Client Wealth LLC | 11 | $5.12K | 0.00% | +1+10.0% | Added |
| Brown Brothers Harriman & Co | 11 | $5.12K | 0.00% | +9+450.0% | Added |
| Addison Advisors LLC | 10 | $4.65K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $4.65K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 9 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 9 | $4.00K | 0.00% | +4+80.0% | Added |
| High Note Wealth, LLC | 8 | $3.72K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $3.55K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 7 | $3.26K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 5 | $2.33K | 0.00% | −3−37.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $2.33K | 0.00% | −1−16.7% | Reduced |
| Assetmark, Inc | 5 | $2.33K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $2.33K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.86K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $1.86K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4 | $1.86K | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 4 | $1.86K | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 3 | $1.40K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $1.40K | 0.00% | −3−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 3 | $1.40K | 0.00% | +1+50.0% | Added |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Skopos Labs, Inc. | 3 | $933 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 2 | $931 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $931 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $931 | 0.00% | +2 | New |
| Fairman Group, LLC | 2 | $930 | 0.00% | −3−60.0% | Reduced |
| HHM Wealth Advisors, LLC | 1 | $466 | 0.00% | +1 | New |
| American National Bank | 1 | $465 | 0.00% | −117−99.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1 | $465 | 0.00% | +1 | New |
| New Millennium Group LLC | 1 | $465 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $465 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $465 | 0.00% | +1 | New |
| MPWM Advisory Solutions, LLC | 1 | $465 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 0 | $3 | 0.00% | 0 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −230,815−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −40,285−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −37,510−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −33,042−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −29,975−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,437−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,657−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |