| Ronald Blue Trust, Inc. | 147 | $17.5K | 0.00% | −215−59.4% | Reduced |
| True Wealth Design, LLC | 140 | $16.7K | 0.01% | −239−63.1% | Reduced |
| Quadrant Capital Group LLC | 107 | $12.7K | 0.00% | −5−4.5% | Reduced |
| MAI Capital Management | 94 | $11.2K | 0.00% | +94 | New |
| Massmutual Trust Co FSB | 93 | $11.1K | 0.00% | −70−42.9% | Reduced |
| Lindbrook Capital, LLC | 92 | $11.0K | 0.00% | −4−4.2% | Reduced |
| Wood Tarver Financial Group, LLC | 90 | $10.0K | 0.00% | +90 | New |
| Covestor Ltd | 79 | $9.00K | 0.01% | −731−90.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 74 | $8.77K | 0.00% | −13−14.9% | Reduced |
| Tortoise Investment Management, LLC | 72 | $8.58K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $8.10K | 0.00% | +1+1.5% | Added |
| Hemington Wealth Management | 69 | $8.00K | 0.00% | +16+30.2% | Added |
| Proequities, Inc. | 60 | $7.84K | 0.00% | −45−42.9% | Reduced |
| Federated Hermes, Inc. | 57 | $6.79K | 0.00% | −60−51.3% | Reduced |
| Assetmark, Inc | 53 | $6.31K | 0.00% | +2+3.9% | Added |
| Brown Brothers Harriman & Co | 52 | $6.20K | 0.00% | +52 | New |
| Capital Advisors, Ltd. LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $5.96K | 0.00% | 00.0% | Unchanged |
| Ossiam | 42 | $5.00K | 0.00% | +42 | New |
| Central Trust Co | 40 | $4.77K | 0.00% | −17−29.8% | Reduced |
| Manchester Capital Management LLC | 40 | $4.77K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $4.76K | 0.00% | +1+2.6% | Added |
| Principal Securities, Inc. | 39 | $4.65K | 0.00% | −1−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $4.53K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 37 | $4.41K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $4.41K | 0.00% | +9+32.1% | Added |
| Washington Trust Advisors, Inc. | 36 | $4.33K | 0.00% | +8+28.6% | Added |
| Farmers & Merchants Investments Inc | 36 | $4.29K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 36 | $4.29K | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 34 | $4.05K | 0.00% | +16+88.9% | Added |
| Private Trust Co NA | 34 | $4.05K | 0.00% | +27+385.7% | Added |
| Financial Management Professionals, Inc. | 32 | $3.81K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 32 | $3.79K | 0.00% | −6−15.8% | Reduced |
| Fortitude Family Office, LLC | 28 | $3.34K | 0.00% | +28 | New |
| West Paces Advisors Inc. | 27 | $3.22K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $3.10K | 0.00% | −4,216−99.4% | Reduced |
| Clearstead Advisors, LLC | 25 | $2.98K | 0.00% | −1,654−98.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 25 | $2.98K | 0.00% | −100−80.0% | Reduced |
| First Community Trust NA | 25 | $2.98K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25 | $2.98K | 0.00% | +25 | New |
| Plante Moran Financial Advisors, LLC | 24 | $2.86K | 0.00% | +24 | New |
| MCF Advisors LLC | 23 | $2.74K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 22 | $2.62K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $2.38K | 0.00% | −17−45.9% | Reduced |
| Bogart Wealth, LLC | 19 | $2.26K | 0.00% | +13+216.7% | Added |
| TD Capital Management LLC | 19 | $2.26K | 0.00% | +19 | New |
| GW&K Investment Management, LLC | 13 | $2.00K | 0.00% | −6−31.6% | Reduced |
| Cornerstone Planning Group LLC | 15 | $1.92K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 16 | $1.91K | 0.00% | +7+77.8% | Added |
| Private Wealth Management Group, LLC | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $1.61K | 0.00% | +2+18.2% | Added |
| Provenance Wealth Advisors, LLC | 13 | $1.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.43K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $1.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.31K | 0.00% | −2−15.4% | Reduced |
| Sachetta, LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.19K | 0.00% | −2−16.7% | Reduced |
| Sierra Ocean, LLC | 10 | $1.19K | 0.00% | +10 | New |
| Pinnacle Bancorp, Inc. | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $1.07K | 0.00% | +3+50.0% | Added |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $954 | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $953 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $834 | 0.00% | −2−22.2% | Reduced |
| Caitlin John, LLC | 6 | $715 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $715 | 0.00% | +6 | New |
| Nova Wealth Management, Inc. | 6 | $715 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $596 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $596 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $477 | 0.00% | −35−89.7% | Reduced |
| Zions Bancorporation, N.A. | 4 | $477 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $477 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 3 | $358 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $358 | 0.00% | +3 | New |
| Distillate Capital Partners LLC | 3 | $357 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $238 | 0.00% | +2 | New |
| Ancora Advisors, LLC | 1 | $119 | 0.00% | +1 | New |
| First Horizon Advisors, Inc. | 1 | $119 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $119 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $119 | 0.00% | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −205,445−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −106,376−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,006−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −21,555−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −20,742−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −19,460−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,378−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −15,024−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −14,516−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −10,651−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −10,354−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −9,058−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −8,377−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −7,921−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,445−100.0% | Sold out |