| Atlas Capital Advisors LLC | 2,025 | $92.3K | 0.01% | +2,025 | New |
| CWM, LLC | 1,945 | $89.0K | 0.00% | +119+6.5% | Added |
| Ronald Blue Trust, Inc. | 1,889 | $86.1K | 0.00% | −401−17.5% | Reduced |
| Cromwell Holdings LLC | 1,860 | $84.8K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,758 | $80.1K | 0.00% | −2,347−57.2% | Reduced |
| Rothschild Investment LLC | 1,372 | $62.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,146 | $52.2K | 0.00% | +640+126.5% | Added |
| Allworth Financial LP | 1,126 | $51.3K | 0.00% | +538+91.5% | Added |
| UBS Asset Management Americas Inc | 973 | $44.3K | 0.00% | +973 | New |
| True Wealth Design, LLC | 799 | $36.4K | 0.01% | +234+41.4% | Added |
| National Bank of Canada | 770 | $35.1K | 0.00% | −202−20.8% | Reduced |
| Bessemer Group Inc | 732 | $33.0K | 0.00% | +235+47.3% | Added |
| Jones Financial Companies LLLP | 690 | $31.5K | 0.00% | −86−11.1% | Reduced |
| MAI Capital Management | 677 | $30.9K | 0.00% | +668+7,422.2% | Added |
| Essential Partners LLC | 642 | $29.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 530 | $24.2K | 0.00% | −8−1.5% | Reduced |
| Grove Bank & Trust | 460 | $21.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 444 | $20.2K | 0.00% | +223+100.9% | Added |
| Bruce G. Allen Investments, LLC | 397 | $18.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 383 | $17.5K | 0.00% | +100+35.3% | Added |
| WPG Advisers, LLC | 353 | $16.1K | 0.01% | −62−14.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 351 | $16.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 326 | $15.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 334 | $15.2K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 313 | $14.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 282 | $13.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 273 | $12.4K | 0.00% | +273 | New |
| Parkside Financial Bank & Trust | 269 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 217 | $12.2K | 0.00% | +19+9.6% | Added |
| Investors Research Corp | 266 | $12.1K | 0.00% | −6,133−95.8% | Reduced |
| Financial Consulate, Inc | 255 | $11.6K | 0.00% | +42+19.7% | Added |
| Elyxium Wealth, LLC | 253 | $11.5K | 0.00% | +253 | New |
| C M Bidwell & Associates Ltd | 238 | $10.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 222 | $10.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 206 | $9.39K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 199 | $9.07K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 186 | $8.46K | 0.00% | +186 | New |
| Raffa Wealth Management, LLC | 177 | $8.07K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 176 | $8.02K | 0.01% | +159+935.3% | Added |
| JFS Wealth Advisors, LLC | 162 | $7.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 157 | $7.15K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 149 | $6.79K | 0.00% | +149 | New |
| SageView Advisory Group, LLC | 148 | $6.75K | 0.00% | +148 | New |
| Signature Equity Partners, LLC | 148 | $6.74K | 0.00% | +148 | New |
| TD Private Client Wealth LLC | 129 | $5.88K | 0.00% | +52+67.5% | Added |
| Spire Wealth Management | 129 | $5.87K | 0.00% | +129 | New |
| Ares Financial Consulting, LLC | 128 | $5.85K | 0.01% | +128 | New |
| Creative Financial Designs Inc | 123 | $5.61K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 101 | $4.60K | 0.00% | +53+110.4% | Added |
| Kilter Group LLC | 95 | $4.33K | 0.00% | +57+150.0% | Added |
| Ninety One UK Ltd | 92 | $4.19K | 0.00% | +92 | New |
| HighMark Wealth Management LLC | 91 | $4.16K | 0.00% | +13+16.7% | Added |
| SHP Wealth Management | 90 | $4.10K | 0.00% | +90 | New |
| GW&K Investment Management, LLC | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $3.92K | 0.00% | +86 | New |
| Bare Financial Services, Inc | 84 | $3.83K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 77 | $3.51K | 0.00% | +77 | New |
| Beaird Harris Wealth Management, LLC | 60 | $2.72K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | −18−27.3% | Reduced |
| Private Trust Co NA | 43 | $1.96K | 0.00% | +43 | New |
| WealthCollab, LLC | 41 | $1.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $1.87K | 0.00% | +9+28.1% | Added |
| Newbridge Financial Services Group, Inc. | 33 | $1.50K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 32 | $1.46K | 0.00% | +2+6.7% | Added |
| Sound Income Strategies, LLC | 26 | $1.28K | 0.00% | +26 | New |
| North Ridge Wealth Advisors, Inc. | 28 | $1.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 28 | $1.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26 | $1.19K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $1.09K | 0.00% | +24 | New |
| Nemes Rush Group LLC | 24 | $1.09K | 0.00% | +24 | New |
| JNBA Financial Advisors | 22 | $1.00K | 0.00% | +22 | New |
| Hollencrest Capital Management | 20 | $911 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $868 | 0.00% | +4+26.7% | Added |
| St Germain D J Co Inc | 19 | $866 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 17 | $775 | 0.00% | −351−95.4% | Reduced |
| North Star Investment Management Corp. | 15 | $684 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $684 | 0.00% | +15 | New |
| TD Capital Management LLC | 8 | $367 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 8 | $365 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $319 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 5 | $228 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 4 | $182 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 3 | $137 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −170,102−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −116,633−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −110,995−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −59,700−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −53,200−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −25,444−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −23,372−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −16,514−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −14,907−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,823−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −9,926−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −7,918−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,240−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,657−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,055−100.0% | Sold out |