| Spire Wealth Management | 28 | $43.9K | 0.00% | −361−92.8% | Reduced |
| Delta Asset Management LLC | 28 | $43.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27 | $42.4K | 0.00% | +27 | New |
| Private Trust Co NA | 26 | $40.8K | 0.00% | −2−7.1% | Reduced |
| Global Retirement Partners, LLC | 26 | $40.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 25 | $39.2K | 0.10% | −21−45.7% | Reduced |
| Larson Financial Group LLC | 23 | $36.1K | 0.00% | +23 | New |
| Toth Financial Advisory Corp | 22 | $34.5K | 0.00% | +20+1,000.0% | Added |
| Close Asset Management Ltd | 22 | $34.0K | 0.00% | +5+29.4% | Added |
| Oarsman Capital, Inc. | 21 | $32.9K | 0.01% | +21 | New |
| Skopos Labs, Inc. | 20 | $31.4K | 0.01% | +20 | New |
| Private Wealth Management Group, LLC | 19 | $29.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $28.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 18 | $28.2K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 16 | $25.1K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 16 | $25.1K | 0.00% | +1+6.7% | Added |
| Pin Oak Investment Advisors Inc | 16 | $25.0K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 15 | $23.5K | 0.02% | −2−11.8% | Reduced |
| Assetmark, Inc | 15 | $23.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 15 | $23.5K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 13 | $20.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $18.8K | 0.00% | −1−7.7% | Reduced |
| Barrett & Company, Inc. | 12 | $18.8K | 0.01% | −45−78.9% | Reduced |
| Citizens National Bank Trust Department | 12 | $18.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $18.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $18.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $18.8K | 0.01% | +12 | New |
| Adirondack Trust Co | 12 | $18.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $18.0K | 0.00% | −1−7.7% | Reduced |
| Asset Dedication, LLC | 11 | $17.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 11 | $17.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $17.3K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $17.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $17.3K | 0.01% | +11 | New |
| Simplex Trading, LLC | 11 | $17.0K | 0.00% | −206−94.9% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 11 | $16.0K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 10 | $15.7K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 10 | $15.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $15.7K | 0.01% | +10 | New |
| Criterion Capital Advisors, LLC | 9 | $14.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 9 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $14.1K | 0.00% | −30−76.9% | Reduced |
| Rosenberg Matthew Hamilton | 9 | $14.1K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 9 | $14.1K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 8 | $12.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $11.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $11.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 12 | $10.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6 | $9.41K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 6 | $9.41K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $9.41K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 6 | $9.41K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 6 | $9.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $9.41K | 0.00% | +6 | New |
| NBC Securities, Inc. | 6 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 5 | $7.84K | 0.00% | −1−16.7% | Reduced |
| St Germain D J Co Inc | 5 | $7.84K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $7.84K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $7.84K | 0.00% | +1+25.0% | Added |
| Cranbrook Wealth Management, LLC | 5 | $7.84K | 0.00% | +5 | New |
| International Assets Investment Management, LLC | 10,980 | $7.00K | 0.00% | +10,973+156,757.1% | Added |
| Bell Investment Advisors, Inc | 4 | $6.28K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $6.27K | 0.00% | +4 | New |
| Carolina Wealth Advisors, LLC | 4 | $6.27K | 0.00% | +4 | New |
| Concord Wealth Partners | 4 | $6.27K | 0.00% | +4 | New |
| Kiely Wealth Advisory Group, Inc. | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $4.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $4.71K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $4.71K | 0.00% | +3 | New |
| Continuum Advisory, LLC | 2 | $3.42K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $3.14K | 0.00% | +1+100.0% | Added |
| Johnson Financial Group, Inc. | 2 | $3.14K | 0.00% | +2 | New |
| Mather Group, LLC. | 2 | $3.14K | 0.00% | −62−96.9% | Reduced |
| PEAK6 Investments LLC | 2 | $3.14K | 0.00% | −14−87.5% | Reduced |
| Fairscale Capital, LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $3.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $3.14K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $1.57K | 0.00% | −31−96.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $1.57K | 0.00% | −5−83.3% | Reduced |
| Sachetta, LLC | 1 | $1.57K | 0.00% | −1−50.0% | Reduced |
| Tortoise Investment Management, LLC | 1 | $1.57K | 0.00% | −1−50.0% | Reduced |
| First Horizon Advisors, Inc. | 1 | $1.57K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −12,662−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,310−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −6,801−100.0% | Sold out |
| JCP Investment Management, LLC | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −4,317−100.0% | Sold out |
| Schwartz Investment Counsel Inc | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |