| EverSource Wealth Advisors, LLC | 76 | $15.6K | 0.00% | −31−29.0% | Reduced |
| First Command Advisory Services, Inc. | 75 | $14.1K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 68 | $12.9K | 0.00% | +68 | New |
| SYSTM Wealth Solutions LLC | 66 | $12.5K | 0.00% | −2,175−97.1% | Reduced |
| Matrix Trust Co | 66 | $12.0K | 0.00% | +40+153.8% | Added |
| Quent Capital, LLC | 61 | $11.5K | 0.00% | +1+1.7% | Added |
| Geneos Wealth Management Inc. | 54 | $10.2K | 0.00% | +54 | New |
| Foster Dykema Cabot & Partners, LLC | 52 | $9.85K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 51 | $9.62K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $9.43K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $9.43K | 0.00% | +50 | New |
| Castleview Partners, LLC | 48 | $9.05K | 0.01% | +20+71.4% | Added |
| Meeder Asset Management Inc | 48 | $9.05K | 0.00% | +48 | New |
| Private Wealth Management Group, LLC | 43 | $8.11K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 42 | $7.92K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 37 | $6.98K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $6.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $6.04K | 0.00% | +7+28.0% | Added |
| Front Row Advisors LLC | 31 | $5.87K | 0.00% | −4−11.4% | Reduced |
| Central Trust Co | 30 | $5.66K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 29 | $5.47K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 27 | $5.11K | 0.00% | +27 | New |
| Frazier Financial Advisors, LLC | 23 | $4.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $4.34K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 23 | $4.34K | 0.00% | +23 | New |
| Sachetta, LLC | 17 | $3.60K | 0.00% | +13+325.0% | Added |
| Altshuler Shaham Ltd | 19 | $3.58K | 0.00% | +4+26.7% | Added |
| Clean Yield Group | 17 | $3.21K | 0.00% | +17 | New |
| Abich Financial Wealth Management LLC | 16 | $3.02K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 16 | $3.02K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 14 | $2.64K | 0.00% | −68−82.9% | Reduced |
| Harbour Investments, Inc. | 14 | $2.64K | 0.00% | −2−12.5% | Reduced |
| Albion Financial Group | 14 | $2.64K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 11 | $2.00K | 0.00% | +11 | New |
| Opal Wealth Advisors, LLC | 10 | $1.89K | 0.00% | +10 | New |
| St Germain D J Co Inc | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.70K | 0.00% | +1+12.5% | Added |
| Provenance Wealth Advisors, LLC | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5 | $947 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $944 | 0.00% | +3+150.0% | Added |
| Continuum Advisory, LLC | 5 | $943 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $943 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 3 | $569 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $566 | 0.00% | −2−40.0% | Reduced |
| Valued Wealth Advisors LLC | 1 | $190 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −226,846−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −88,034−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −76,145−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −69,283−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −50,061−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −42,951−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −41,743−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −31,587−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −21,939−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −21,224−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −11,440−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −11,211−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,852−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −9,710−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −9,322−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −7,147−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −6,293−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −7,924−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,290−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −4,102−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −3,867−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,185−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,461−100.0% | Sold out |
| GLOBALT Investments LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| Southport Management, L.L.C. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |