| Rogco, LP | 55 | $14.9K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $14.9K | 0.00% | +2+3.8% | Added |
| Creekmur Asset Management LLC | 50 | $13.5K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 50 | $13.5K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 47 | $12.7K | 0.00% | +4+9.3% | Added |
| Itau Unibanco Holding S.A. | 47 | $12.7K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 44 | $11.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 44 | $11.9K | 0.00% | +7+18.9% | Added |
| Venturi Wealth Management, LLC | 42 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $11.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 42 | $11.0K | 0.00% | +12+40.0% | Added |
| Cullen/Frost Bankers, Inc. | 40 | $10.8K | 0.00% | −22−35.5% | Reduced |
| Parkside Financial Bank & Trust | 36 | $9.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 32 | $8.65K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $8.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $7.57K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 27 | $7.30K | 0.00% | +12+80.0% | Added |
| Farmers & Merchants Investments Inc | 26 | $7.03K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $7.03K | 0.00% | +16+160.0% | Added |
| Prestige Wealth Management Group LLC | 24 | $6.49K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $6.24K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 22 | $5.95K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $5.67K | 0.00% | +3+16.7% | Added |
| Legacy Investment Solutions, LLC | 28 | $5.63K | 0.00% | +28 | New |
| Legacy Wealth Managment, LLC | 28 | $5.63K | 0.00% | +28 | New |
| High Note Wealth, LLC | 20 | $5.41K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 17 | $4.59K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 16 | $4.32K | 0.00% | +16 | New |
| Beacon Capital Management, LLC | 15 | $4.05K | 0.00% | −20−57.1% | Reduced |
| Sachetta, LLC | 15 | $4.05K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14 | $3.78K | 0.00% | −1−6.7% | Reduced |
| First Pacific Financial | 12 | $3.24K | 0.00% | +12 | New |
| Oliver Lagore Vanvalin Investment Group | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $2.70K | 0.00% | +10 | New |
| Anchor Investment Management, LLC | 10 | $2.70K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $2.43K | 0.00% | +9 | New |
| MPWM Advisory Solutions, LLC | 9 | $2.43K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $1.89K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $1.89K | 0.00% | +7 | New |
| LRI Investments, LLC | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $1.35K | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $1.35K | 0.00% | +1+25.0% | Added |
| Cassady Schiller Wealth Management, LLC | 5 | $1.35K | 0.00% | +5 | New |
| BankPlus Trust Department | 5 | $1.35K | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $1.35K | 0.00% | +5 | New |
| Golden State Wealth Management, LLC | 4 | $1.08K | 0.00% | +4 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $811 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $811 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $541 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $540 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 2 | $540 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $540 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $540 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $271 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $271 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $270 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1 | $270 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $270 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $270 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −71,415−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −61,100−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −24,795−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −23,984−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −14,953−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,677−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,818−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −9,291−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,725−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −6,523−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −4,430−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −3,906−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,152−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Berry Wealth Group, LP | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |