| Massmutual Trust Co FSB | 204 | $15.4K | 0.00% | −116−36.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 201 | $15.2K | 0.01% | −84−29.5% | Reduced |
| Lavaca Capital LLC | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 176 | $13.3K | 0.00% | −14−7.4% | Reduced |
| Quent Capital, LLC | 171 | $12.9K | 0.00% | −62−26.6% | Reduced |
| Sound Income Strategies, LLC | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 153 | $11.6K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 133 | $10.1K | 0.01% | +9+7.3% | Added |
| Owl Creek Wealth Partners LLC | 127 | $9.61K | 0.00% | +127 | New |
| Raiffeisen Bank International AG | 124 | $9.29K | 0.00% | +124 | New |
| Ritter Daniher Financial Advisory LLC | 121 | $9.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 119 | $9.00K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 117 | $8.85K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 117 | $8.85K | 0.00% | +117 | New |
| Armstrong Advisory Group, Inc | 113 | $8.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 111 | $8.40K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 109 | $8.25K | 0.00% | −57−34.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 105 | $8.05K | 0.00% | −20−16.0% | Reduced |
| Vanguard National Trust Co | 105 | $7.94K | 0.00% | +105 | New |
| TD Waterhouse Canada Inc. | 101 | $7.65K | 0.00% | +100+10,000.0% | Added |
| Private Trust Co NA | 98 | $7.42K | 0.00% | +4+4.3% | Added |
| Capital Advisors, Ltd. LLC | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 89 | $6.73K | 0.00% | +70+368.4% | Added |
| GW&K Investment Management, LLC | 79 | $6.00K | 0.00% | +12+17.9% | Added |
| JPL Wealth Management, LLC | 79 | $5.98K | 0.00% | +79 | New |
| Fairman Group, LLC | 76 | $5.81K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 75 | $5.67K | 0.00% | −27−26.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 75 | $5.67K | 0.00% | +11+17.2% | Added |
| Kemnay Advisory Services Inc. | 73 | $5.52K | 0.00% | +73 | New |
| Grove Bank & Trust | 70 | $5.30K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 66 | $4.99K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 64 | $4.84K | 0.00% | +64 | New |
| Whittier Trust Co | 61 | $4.67K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 57 | $4.31K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $4.24K | 0.00% | −94−62.7% | Reduced |
| DT Investment Partners, LLC | 54 | $4.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 52 | $3.94K | 0.00% | −57−52.3% | Reduced |
| Cornerstone Planning Group LLC | 50 | $3.93K | 0.00% | +5+11.1% | Added |
| Aspect Partners, LLC | 46 | $3.48K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 43 | $3.22K | 0.00% | +30+230.8% | Added |
| Highline Wealth Partners LLC | 42 | $3.14K | 0.00% | +33+366.7% | Added |
| Financial Management Professionals, Inc. | 39 | $2.98K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 38 | $2.88K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $2.80K | 0.00% | +32+640.0% | Added |
| CBIZ Investment Advisory Services, LLC | 34 | $2.60K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $2.46K | 0.00% | −39−54.9% | Reduced |
| Motco | 31 | $2.35K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 29 | $2.19K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 28 | $2.12K | 0.00% | +7+33.3% | Added |
| Clear Street Markets LLC | 27 | $2.04K | 0.00% | −217−88.9% | Reduced |
| UMA Financial Services, Inc. | 27 | $2.04K | 0.00% | −17−38.6% | Reduced |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 26 | $1.97K | 0.00% | +11+73.3% | Added |
| Burk Holdings LLC | 26 | $1.97K | 0.00% | +26 | New |
| Sachetta, LLC | 25 | $1.89K | 0.00% | −3−10.7% | Reduced |
| Dunhill Financial, LLC | 24 | $1.88K | 0.00% | −1−4.0% | Reduced |
| Rossby Financial, LCC | 23 | $1.75K | 0.00% | +17+283.3% | Added |
| LRI Investments, LLC | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.51K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $1.14K | 0.00% | +13+650.0% | Added |
| Intentional Wealth Strategies, LLC | 15 | $1.14K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 14 | $1.06K | 0.00% | +3+27.3% | Added |
| Activest Wealth Management | 14 | $1.06K | 0.00% | −2−12.5% | Reduced |
| Webster Bank, N. A. | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13 | $989 | 0.00% | +4+44.4% | Added |
| Golden State Equity Partners | 13 | $983 | 0.00% | +13 | New |
| Sunrise Financial Services, LLC | 12 | $908 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 10 | $757 | 0.00% | +2+25.0% | Added |
| Albion Financial Group | 10 | $757 | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 9 | $681 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $630 | 0.00% | +6+300.0% | Added |
| TD Capital Management LLC | 6 | $487 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $454 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $227 | 0.00% | +2+200.0% | Added |
| SHP Wealth Management | 3 | $227 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 2 | $181 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $76 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $76 | 0.00% | +1 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −366,120−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −181,996−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −133,870−100.0% | Sold out |
| Cander Asset Management LP | 0 | $0 | 0.00% | −121,912−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −92,979−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −89,376−100.0% | Sold out |
| Landmark Investment Partners, L.P. | 0 | $0 | 0.00% | −84,873−100.0% | Sold out |
| Sophron Capital Management L.P. | 0 | $0 | 0.00% | −75,834−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −64,120−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −30,886−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −27,293−100.0% | Sold out |