| Eastern Bank | 95 | $15.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 88 | $14.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 86 | $13.8K | 0.00% | +86 | New |
| Whittier Trust Co of Nevada Inc | 83 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 82 | $13.1K | 0.00% | −2−2.4% | Reduced |
| Red Tortoise LLC | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 73 | $11.6K | 0.00% | +73 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 69 | $11.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 68 | $10.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 64 | $10.0K | 0.00% | +6+10.3% | Added |
| Clearstead Advisors, LLC | 59 | $9.46K | 0.00% | −457−88.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 55 | $8.82K | 0.00% | +6+12.2% | Added |
| Rocky Mountain Advisers, LLC | 54 | $8.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $8.34K | 0.00% | +51+5,100.0% | Added |
| LRI Investments, LLC | 50 | $7.99K | 0.00% | −862−94.5% | Reduced |
| Whittier Trust Co | 48 | $7.93K | 0.00% | −60−55.6% | Reduced |
| Frazier Financial Advisors, LLC | 49 | $7.86K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 49 | $7.86K | 0.00% | −6,992−99.3% | Reduced |
| Highline Wealth Partners LLC | 44 | $7.05K | 0.00% | +44 | New |
| Rossby Financial, LCC | 40 | $6.46K | 0.00% | +33+471.4% | Added |
| Gables Capital Management Inc. | 40 | $6.41K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $6.41K | 0.00% | +40 | New |
| Retirement Wealth Solutions LLC | 39 | $6.29K | 0.00% | −5−11.4% | Reduced |
| CVA Family Office, LLC | 39 | $6.25K | 0.00% | +39 | New |
| JPL Wealth Management, LLC | 37 | $5.93K | 0.00% | +37 | New |
| Solstein Capital, LLC | 36 | $5.77K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 35 | $5.61K | 0.00% | +35 | New |
| Sunbelt Securities, Inc. | 34 | $5.45K | 0.00% | −7−17.1% | Reduced |
| City State Bank | 30 | $4.81K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $4.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $4.65K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 27 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $4.01K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $3.85K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 24 | $3.85K | 0.00% | +24 | New |
| Key Financial Inc | 23 | $3.69K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 22 | $3.58K | 0.00% | −51−69.9% | Reduced |
| Sachetta, LLC | 22 | $3.53K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $3.37K | 0.00% | −165−88.7% | Reduced |
| Financial Management Professionals, Inc. | 21 | $3.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $3.37K | 0.00% | +15+250.0% | Added |
| Cullen/Frost Bankers, Inc. | 20 | $3.21K | 0.00% | +20 | New |
| Kilter Group LLC | 20 | $3.21K | 0.00% | +10+100.0% | Added |
| Kozak & Associates, Inc. | 18 | $3.09K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $2.89K | 0.00% | +3+20.0% | Added |
| International Assets Investment Management, LLC | 17 | $2.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $2.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $2.73K | 0.00% | +9+112.5% | Added |
| Westside Investment Management, Inc. | 17 | $2.73K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $2.67K | 0.00% | +1+6.3% | Added |
| Sound Income Strategies, LLC | 16 | $2.58K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 16 | $2.56K | 0.00% | +16 | New |
| Keating Financial Advisory Services, Inc. | 15 | $2.40K | 0.00% | +10+200.0% | Added |
| Bruce G. Allen Investments, LLC | 15 | $2.40K | 0.00% | +11+275.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $1.77K | 0.00% | +8+266.7% | Added |
| Prestige Wealth Management Group LLC | 11 | $1.76K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 11 | $1.76K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $1.60K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.44K | 0.00% | +4+80.0% | Added |
| Transce3nd, LLC | 8 | $1.28K | 0.01% | −8−50.0% | Reduced |
| MidFirst Bank | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $1.12K | 0.00% | +1+16.7% | Added |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $802 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $802 | 0.00% | +1+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $801 | 0.00% | +4+400.0% | Added |
| MV Capital Management, Inc. | 4 | $642 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $641 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 3 | $481 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $481 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $321 | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $321 | 0.00% | +2 | New |
| Curio Wealth, LLC | 1 | $160 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $160 | 0.00% | +1 | New |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −397,909−100.0% | Sold out |
| Quantum Capital Management, LLC | 0 | $0 | 0.00% | −194,673−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −31,691−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,473−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −23,130−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,977−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,490−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −9,723−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −9,438−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,324−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −8,118−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,448−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,457−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Jensen Investment Management Inc | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |