| Massmutual Trust Co FSB | 326 | $22.2K | 0.00% | +25+8.3% | Added |
| Corebridge Financial, Inc. | 312 | $21.3K | 0.00% | −11−3.4% | Reduced |
| Delta Asset Management LLC | 301 | $20.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 301 | $20.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 262 | $17.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 246 | $16.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 227 | $15.5K | 0.00% | −12−5.0% | Reduced |
| Larson Financial Group LLC | 195 | $13.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 181 | $12.3K | 0.01% | +180+18,000.0% | Added |
| Atlantic Trust, LLC | 180 | $12.3K | 0.00% | +40+28.6% | Added |
| Bessemer Group Inc | 179 | $12.0K | 0.00% | +1+0.6% | Added |
| EverSource Wealth Advisors, LLC | 160 | $10.9K | 0.00% | +22+15.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 158 | $10.6K | 0.00% | +2+1.3% | Added |
| Coldstream Capital Management Inc | 139 | $9.47K | 0.00% | +139 | New |
| Private Trust Co NA | 117 | $7.97K | 0.00% | −8−6.4% | Reduced |
| Skopos Labs, Inc. | 115 | $7.84K | 0.00% | +94+447.6% | Added |
| Parallel Advisors, LLC | 114 | $7.71K | 0.00% | −4−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 104 | $7.09K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 109 | $7.00K | 0.00% | −8−6.8% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $6.81K | 0.00% | −6−5.7% | Reduced |
| Farther Finance Advisors, LLC | 90 | $6.30K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 90 | $6.02K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 69 | $4.94K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $4.84K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 71 | $4.75K | 0.00% | −14−16.5% | Reduced |
| Finley Financial, LLC | 65 | $4.71K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 69 | $4.70K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $4.57K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $3.82K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $3.54K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 52 | $3.54K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 41 | $2.79K | 0.00% | −2−4.7% | Reduced |
| Park Place Capital Corp | 39 | $2.66K | 0.00% | −5−11.4% | Reduced |
| Valued Wealth Advisors LLC | 36 | $2.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $2.18K | 0.00% | −1−3.0% | Reduced |
| Kimelman & Baird, LLC | 32 | $2.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $2.04K | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $1.98K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 22 | $1.50K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $1.36K | 0.00% | +20 | New |
| Principal Securities, Inc. | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $1.29K | 0.00% | −4−17.4% | Reduced |
| Manchester Capital Management LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 17 | $1.16K | 0.00% | +17 | New |
| National Bank of Canada | 17 | $1.16K | 0.00% | −102,985−100.0% | Reduced |
| Hemington Wealth Management | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $954 | 0.00% | +7+100.0% | Added |
| Sandy Spring Bank | 14 | $954 | 0.00% | +14 | New |
| Golden State Wealth Management, LLC | 13 | $937 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $886 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $886 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $613 | 0.00% | +5+125.0% | Added |
| Rialto Wealth Management, LLC | 8 | $546 | 0.00% | +8 | New |
| North Capital, Inc. | 8 | $545 | 0.00% | +8 | New |
| Toronto Dominion Bank | 7 | $477 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $477 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $409 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $409 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $409 | 0.00% | +6 | New |
| Semmax Financial Advisors Inc. | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $341 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 4 | $273 | 0.00% | +4 | New |
| Private Wealth Asset Management, LLC | 4 | $273 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $204 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $204 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $204 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $204 | 0.00% | +3 | New |
| Hurley Capital, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $136 | 0.00% | +13+650.0% | Added |
| Cranbrook Wealth Management, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1 | $68 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 0 | $0 | 0.00% | −159,319−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −81,114−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −49,945−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −45,080−100.0% | Sold out |
| Kirr Marbach & Co LLC | 0 | $0 | 0.00% | −33,856−100.0% | Sold out |