| Asset Dedication, LLC | 520 | $12.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 506 | $11.8K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $11.7K | 0.00% | −155−23.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 492 | $11.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 490 | $11.4K | 0.00% | +261+114.0% | Added |
| Laurel Wealth Advisors LLC | 430 | $10.0K | 0.00% | −320−42.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 410 | $9.56K | 0.00% | +26+6.8% | Added |
| Zions Bancorporation, N.A. | 394 | $9.19K | 0.00% | −480−54.9% | Reduced |
| Red Tortoise LLC | 391 | $9.12K | 0.00% | 00.0% | Unchanged |
| Motco | 391 | $9.12K | 0.00% | +391 | New |
| Aspire Private Capital, LLC | 385 | $8.98K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 369 | $8.61K | 0.00% | +369 | New |
| Carmichael Hill & Associates, Inc. | 360 | $8.40K | 0.00% | +360 | New |
| Baldwin Brothers Inc | 333 | $7.85K | 0.00% | +333 | New |
| Harbor Investment Advisory, LLC | 325 | $7.58K | 0.00% | −17−5.0% | Reduced |
| WFA Asset Management Corp | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $7.00K | 0.00% | +300 | New |
| Live Oak Investment Partners | – | $6.42K | 0.00% | – | – |
| Pathway Financial Advisers, LLC | 270 | $6.30K | 0.00% | −220−44.9% | Reduced |
| HM Payson & Co | 250 | $5.83K | 0.00% | +149+147.5% | Added |
| Oarsman Capital, Inc. | 247 | $5.76K | 0.00% | +247 | New |
| Hilltop National Bank | 238 | $5.55K | 0.00% | +238 | New |
| Cassady Schiller Wealth Management, LLC | 236 | $5.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 235 | $5.48K | 0.00% | −128−35.3% | Reduced |
| Ruedi Wealth Management, Inc. | 226 | $5.27K | 0.00% | −20−8.1% | Reduced |
| TFC Financial Management | 213 | $4.97K | 0.00% | −5−2.3% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $4.67K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 195 | $4.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $4.18K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 175 | $4.08K | 0.00% | +175 | New |
| Chelsea Counsel Co | 170 | $4.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 178 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 168 | $3.92K | 0.00% | +168 | New |
| Hallmark Capital Management Inc | 150 | $3.50K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 134 | $3.13K | 0.00% | +134 | New |
| ORG Partners LLC | 133 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 135 | $3.03K | 0.00% | −67−33.2% | Reduced |
| Atlas Capital Advisors LLC | 129 | $3.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 127 | $2.96K | 0.00% | −65−33.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 124 | $2.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 121 | $2.82K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 119 | $2.78K | 0.01% | +119 | New |
| Glass Jacobson Investment Advisors llc | 108 | $2.52K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 94 | $2.19K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 93 | $2.17K | 0.00% | −5,951−98.5% | Reduced |
| Hoey Investments, Inc | 106 | $2.13K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 87 | $2.02K | 0.00% | +2+2.4% | Added |
| Transamerica Financial Advisors, Inc. | 54 | $2.00K | 0.00% | −4,596−98.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $1.87K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 71 | $1.66K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 54 | $1.26K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $1.17K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 46 | $1.10K | 0.00% | +29+170.6% | Added |
| JDM Financial Group LLC | 46 | $1.07K | 0.00% | +46 | New |
| Lazard Asset Management LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 51 | $1.00K | 0.00% | +51 | New |
| NVWM, LLC | 37 | $863 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $770 | 0.00% | +33 | New |
| ClariVest Asset Management LLC | 39 | $749 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 29 | $677 | 0.00% | +29 | New |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $630 | 0.00% | −21−43.8% | Reduced |
| Sandy Spring Bank | 22 | $514 | 0.00% | +22 | New |
| Valued Wealth Advisors LLC | 15 | $354 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $280 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $257 | 0.00% | +10+1,000.0% | Added |
| Chesapeake Asset Management LLC | 10 | $233 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 7 | $163 | 0.00% | +2+40.0% | Added |
| West Branch Capital LLC | 5 | $117 | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 4 | $94 | 0.00% | +4 | New |
| Y.D. More Investments Ltd | 516 | $32 | 0.00% | +25+5.1% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Strategic Value Bank Partners LLC | 0 | $0 | 0.00% | −290,439−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −274,214−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −193,282−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −124,516−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −124,421−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −102,499−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −68,900−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −67,812−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −65,629−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −56,207−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47,422−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −44,564−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −34,449−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −26,294−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −25,661−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −22,012−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,030−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −20,506−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −19,331−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −18,564−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −17,738−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,990−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −14,630−100.0% | Sold out |