| Deseret Mutual Benefit Administrators | 798 | $28.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 791 | $28.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 783 | $28.0K | 0.02% | +16+2.1% | Added |
| Ritter Daniher Financial Advisory LLC | 750 | $27.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 748 | $27.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 731 | $26.5K | 0.00% | +122+20.0% | Added |
| Rise Advisors, LLC | 656 | $23.7K | 0.01% | +5+0.8% | Added |
| Manchester Capital Management LLC | 635 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 635 | $23.0K | 0.00% | +36+6.0% | Added |
| Oarsman Capital, Inc. | 625 | $22.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $21.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 600 | $21.7K | 0.00% | −933−60.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 631 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 583 | $21.1K | 0.00% | −10−1.7% | Reduced |
| Contravisory Investment Management, Inc. | 583 | $21.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 556 | $20.0K | 0.00% | +556 | New |
| Stephens Consulting, LLC | 550 | $19.9K | 0.00% | +550 | New |
| R Squared Ltd | 540 | $19.5K | 0.02% | +540 | New |
| Principal Securities, Inc. | 539 | $19.5K | 0.00% | +350+185.2% | Added |
| Financial Perspectives, Inc | 526 | $19.0K | 0.01% | +4+0.8% | Added |
| Group One Trading, L.P. | 500 | $18.1K | 0.00% | −429−46.2% | Reduced |
| Rosenberg Matthew Hamilton | 500 | $18.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 485 | $17.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 482 | $17.4K | 0.00% | −135−21.9% | Reduced |
| Parkside Financial Bank & Trust | 452 | $16.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 448 | $16.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 390 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 348 | $12.6K | 0.02% | +348 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 335 | $12.1K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 295 | $10.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 291 | $10.5K | 0.00% | +2+0.7% | Added |
| General Partner, Inc. | 288 | $10.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 270 | $9.77K | 0.00% | +79+41.4% | Added |
| Coston, McIsaac & Partners | 256 | $9.00K | 0.00% | −56−17.9% | Reduced |
| Private Wealth Management Group, LLC | 239 | $8.65K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 227 | $8.21K | 0.00% | +22+10.7% | Added |
| Hemington Wealth Management | 241 | $8.00K | 0.00% | +80+49.7% | Added |
| Bell Investment Advisors, Inc | 215 | $7.78K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 213 | $7.71K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 210 | $7.60K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 210 | $7.60K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $7.32K | 0.00% | +200 | New |
| Danske Bank A/S | 200 | $7.24K | 0.00% | −1,700−89.5% | Reduced |
| Boyd Watterson Asset Management LLC | 200 | $7.24K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 200 | $7.24K | 0.01% | +200 | New |
| Prestige Wealth Management Group LLC | 183 | $6.62K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 156 | $5.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 153 | $5.54K | 0.00% | +153 | New |
| First Horizon Advisors, Inc. | 151 | $5.47K | 0.00% | −92−37.9% | Reduced |
| Heritage Wealth Advisors | 150 | $5.43K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 140 | $5.07K | 0.00% | +140 | New |
| AdvisorNet Financial, Inc | 128 | $4.63K | 0.00% | +10+8.5% | Added |
| Mather Group, LLC. | 108 | $3.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $3.62K | 0.00% | −5−4.8% | Reduced |
| Ruedi Wealth Management, Inc. | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 82 | $2.97K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 77 | $2.79K | 0.00% | +77 | New |
| DiNuzzo Private Wealth, Inc. | 69 | $2.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 68 | $2.46K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 68 | $2.32K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 62 | $2.24K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 82 | $2.00K | 0.00% | +22+36.7% | Added |
| Mascoma Wealth Management LLC | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 49 | $1.79K | 0.00% | +27+122.7% | Added |
| Legacy Wealth Managment, LLC | 49 | $1.79K | 0.00% | +27+122.7% | Added |
| Harbour Investments, Inc. | 36 | $1.30K | 0.00% | −194−84.3% | Reduced |
| Picton Mahoney Asset Management | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $956 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $903 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 23 | $833 | 0.08% | −22,435−99.9% | Reduced |
| Global Financial Private Client, LLC | 20 | $724 | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 18 | $651 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $651 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 13 | $470 | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 12 | $435 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 12 | $434 | 0.00% | +12 | New |
| Quarry LP | 11 | $398 | 0.00% | −2,894−99.6% | Reduced |
| MV Capital Management, Inc. | 7 | $254 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $253 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $181 | 0.00% | +5 | New |
| Capital A Wealth Management, LLC | 4 | $145 | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 2 | $85 | 0.00% | +2 | New |
| Anchor Investment Management, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $36 | 0.00% | +1 | New |
| Essex Investment Management Co LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $18 | 0.00% | +1 | New |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −273,140−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −112,193−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −85,336−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −76,997−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −76,374−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −76,365−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −65,690−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −78,448−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −35,598−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −33,927−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −31,662−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −29,619−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −29,385−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −28,038−100.0% | Sold out |