| Altshuler Shaham Ltd | 139 | $26.2K | 0.00% | +20+16.8% | Added |
| Contravisory Investment Management, Inc. | 123 | $23.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $22.6K | 0.01% | −4−3.2% | Reduced |
| 1 North Wealth Services LLC | 118 | $22.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 118 | $22.3K | 0.02% | +3+2.6% | Added |
| Ameriflex Group, Inc. | 118 | $22.3K | 0.01% | +118 | New |
| Massmutual Trust Co FSB | 116 | $21.9K | 0.00% | −36−23.7% | Reduced |
| Mather Group, LLC. | 113 | $21.3K | 0.00% | +113 | New |
| Creekmur Asset Management LLC | 109 | $20.5K | 0.00% | +1+0.9% | Added |
| Essential Partners LLC | 108 | $20.4K | 0.01% | +108 | New |
| SJS Investment Consulting Inc. | 105 | $19.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 105 | $19.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 103 | $19.4K | 0.01% | +103 | New |
| Sittner & Nelson, LLC | 100 | $18.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 96 | $18.1K | 0.00% | +96 | New |
| Rise Advisors, LLC | 93 | $17.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 85 | $16.1K | 0.00% | −189−69.0% | Reduced |
| Hemington Wealth Management | 88 | $16.0K | 0.00% | +8+10.0% | Added |
| Rothschild Investment LLC | 75 | $14.1K | 0.00% | +72+2,400.0% | Added |
| Private Trust Co NA | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 72 | $13.9K | 0.00% | +72 | New |
| Vermillion Wealth Management, Inc. | 69 | $13.0K | 0.00% | +8+13.1% | Added |
| Whittier Trust Co | 65 | $12.6K | 0.00% | −443−87.2% | Reduced |
| JPL Wealth Management, LLC | 65 | $12.3K | 0.00% | +65 | New |
| MCF Advisors LLC | 60 | $11.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 55 | $10.4K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 45 | $8.49K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 41 | $7.73K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $7.73K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $7.36K | 0.00% | +39 | New |
| Westend Capital Management, LLC | 38 | $7.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $6.60K | 0.00% | +4+12.9% | Added |
| Atlantic Trust, LLC | 34 | $6.41K | 0.00% | +34 | New |
| PFS Partners, LLC | 33 | $6.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $5.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $4.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $4.72K | 0.00% | +20+400.0% | Added |
| Cedar Mountain Advisors, LLC | 22 | $4.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20 | $3.81K | 0.00% | −15−42.9% | Reduced |
| Cornerstone Planning Group LLC | 44 | $3.78K | 0.00% | +41+1,366.7% | Added |
| Addison Advisors LLC | 20 | $3.77K | 0.00% | +20 | New |
| Murphy & Mullick Capital Management Corp | 20 | $3.39K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 17 | $3.21K | 0.00% | −7−29.2% | Reduced |
| Turning Point Benefit Group, Inc. | 16 | $3.04K | 0.00% | +16 | New |
| Quaker Wealth Management, LLC | 16 | $3.02K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $3.02K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 13 | $2.45K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.06K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $1.89K | 0.00% | +10 | New |
| Sachetta, LLC | 9 | $1.70K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.51K | 0.00% | +1+14.3% | Added |
| Beaird Harris Wealth Management, LLC | 8 | $1.51K | 0.00% | +2+33.3% | Added |
| Huntington National Bank | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $944 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $943 | 0.00% | +2+66.7% | Added |
| IMG Wealth Management, Inc. | 5 | $943 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 4 | $755 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $755 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $755 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $754 | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $678 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $570 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $566 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $566 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $378 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $305 | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $38 | 0.00% | 0 | New |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −76,402−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −72,569−100.0% | Sold out |
| Wim Investment Management Ltd | 0 | $0 | 0.00% | −35,100−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,830−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −5,595−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −3,338−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,473−100.0% | Sold out |
| Tounjian Advisory Partners, LLC | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Keystone Financial Group, Inc. | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −119−100.0% | Sold out |