| GW&K Investment Management, LLC | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 102 | $12.9K | 0.01% | −19−15.7% | Reduced |
| Parkside Financial Bank & Trust | 102 | $12.9K | 0.00% | +40+64.5% | Added |
| Caitong International Asset Management Co., Ltd | 99 | $12.5K | 0.00% | −169−63.1% | Reduced |
| Loomis Sayles & Co L P | 99 | $12.5K | 0.00% | −153−60.7% | Reduced |
| Whittier Trust Co | 95 | $12.1K | 0.00% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 94 | $11.9K | 0.01% | +1+1.1% | Added |
| GHP Investment Advisors, Inc. | 92 | $11.6K | 0.00% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 91 | $11.5K | 0.00% | −157−63.3% | Reduced |
| Private Wealth Management Group, LLC | 91 | $11.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 91 | $11.3K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 89 | $11.3K | 0.02% | +89 | New |
| Millstone Evans Group, LLC | 84 | $10.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 80 | $10.1K | 0.00% | +80 | New |
| Farmers & Merchants Investments Inc | 79 | $10.0K | 0.00% | +4+5.3% | Added |
| Valley National Advisers Inc | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 70 | $8.86K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 65 | $8.23K | 0.01% | +65 | New |
| IFC & Insurance Marketing, Inc. | 64 | $8.00K | 0.01% | +64 | New |
| St Germain D J Co Inc | 63 | $7.97K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 61 | $7.76K | 0.01% | −130−68.1% | Reduced |
| LGT Financial Advisors LLC | 58 | $7.39K | 0.05% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 56 | $7.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $7.00K | 0.00% | +24+77.4% | Added |
| Bogart Wealth, LLC | 54 | $6.83K | 0.00% | +4+8.0% | Added |
| Cullen/Frost Bankers, Inc. | 51 | $6.48K | 0.00% | +51 | New |
| Central Trust Co | 51 | $6.45K | 0.00% | −686−93.1% | Reduced |
| DAGCO, Inc. | 50 | $6.33K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 48 | $6.08K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 48 | $6.08K | 0.00% | +48 | New |
| Westfuller Advisors, LLC | 45 | $5.74K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $5.06K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 38 | $4.81K | 0.00% | −2−5.0% | Reduced |
| Vermillion Wealth Management, Inc. | 38 | $4.81K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 37 | $4.68K | 0.00% | +27+270.0% | Added |
| Atlantic Trust, LLC | 33 | $4.18K | 0.00% | +25+312.5% | Added |
| Whittier Trust Co of Nevada Inc | 31 | $3.95K | 0.00% | −187−85.8% | Reduced |
| Asset Dedication, LLC | 31 | $3.92K | 0.00% | −2,077−98.5% | Reduced |
| TD Waterhouse Canada Inc. | 31 | $3.92K | 0.00% | +31 | New |
| Ronald Blue Trust, Inc. | 30 | $3.80K | 0.00% | −105−77.8% | Reduced |
| Bullock Wealth Management Group | 26 | $3.29K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 26 | $3.29K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $3.17K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 25 | $3.17K | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 25 | $3.16K | 0.00% | +9+56.3% | Added |
| Triumph Capital Management | 25 | $3.16K | 0.00% | +25 | New |
| ZRC Wealth Management, LLC | 24 | $3.04K | 0.00% | +2+9.1% | Added |
| Turning Point Benefit Group, Inc. | 23 | $2.91K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 23 | $2.91K | 0.00% | +23 | New |
| Golden State Wealth Management, LLC | 21 | $2.66K | 0.00% | +6+40.0% | Added |
| Cornerstone Financial Management LLC | 21 | $2.66K | 0.00% | +21 | New |
| Parvin Asset Management, LLC | 20 | $2.53K | 0.00% | −116−85.3% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $2.41K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $2.17K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $2.02K | 0.00% | +16 | New |
| Rossby Financial, LCC | 13 | $1.65K | 0.00% | +13 | New |
| SHP Wealth Management | 10 | $1.28K | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10 | $1.27K | 0.00% | +10 | New |
| Basecamp Wealth Advisors LLC | 8 | $1.01K | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 8 | $993 | 0.00% | +8 | New |
| Sachetta, LLC | 7 | $887 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $886 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $886 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $760 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $759 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $633 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $633 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 5 | $633 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $559 | 0.00% | +4 | New |
| Marquette Asset Management, LLC | 4 | $507 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $506 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $253 | 0.00% | −6,977−100.0% | Reduced |
| United Financial Planning Group LLC | 2 | $253 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 1 | $141 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $127 | 0.00% | +1 | New |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −72,013−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −34,837−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −29,596−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −23,540−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −23,113−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −21,594−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −21,193−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −16,314−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,138−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −9,328−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,972−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,536−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,472−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,652−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −3,645−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |