| Bokf, NA | 94 | $7.65K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 94 | $7.65K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 93 | $7.57K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 82 | $6.70K | 0.00% | −144−63.7% | Reduced |
| Quarry LP | 76 | $6.19K | 0.00% | −990−92.9% | Reduced |
| Bellevue Asset Management, LLC | 74 | $6.07K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 73 | $5.94K | 0.00% | +71+3,550.0% | Added |
| Hughes Financial Services, LLC | 73 | $5.78K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 68 | $5.54K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 67 | $5.47K | 0.00% | +8+13.6% | Added |
| Harbor Investment Advisory, LLC | 66 | $5.37K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 66 | $5.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 64 | $5.21K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 63 | $5.11K | 0.00% | +12+23.5% | Added |
| Semmax Financial Advisors Inc. | 61 | $4.91K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 60 | $4.88K | 0.00% | −34−36.2% | Reduced |
| Bare Financial Services, Inc | 58 | $4.72K | 0.00% | +58 | New |
| American Capital Advisory, LLC | 55 | $4.45K | 0.00% | +1+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 55 | $4.45K | 0.00% | −46−45.5% | Reduced |
| Frazier Financial Advisors, LLC | 53 | $4.32K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 53 | $4.31K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 51 | $4.15K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $4.15K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 48 | $3.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $3.83K | 0.00% | −53−53.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 45 | $3.63K | 0.00% | +45 | New |
| Creekmur Asset Management LLC | 44 | $3.56K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 38 | $3.09K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $3.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $2.85K | 0.00% | +35 | New |
| Capital A Wealth Management, LLC | 41 | $2.81K | 0.03% | +41 | New |
| Bogart Wealth, LLC | 30 | $2.45K | 0.00% | +4+15.4% | Added |
| Prestige Wealth Management Group LLC | 28 | $2.28K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 28 | $2.28K | 0.00% | −1,031−97.4% | Reduced |
| Raffa Wealth Management, LLC | 28 | $2.28K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 28 | $2.28K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $2.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $2.12K | 0.00% | +24+1,200.0% | Added |
| SWAN Capital LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 22 | $1.79K | 0.00% | +14+175.0% | Added |
| Evermay Wealth Management LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $1.63K | 0.00% | +1+5.3% | Added |
| Atwood & Palmer Inc | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 16 | $1.30K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.14K | 0.00% | −19−57.6% | Reduced |
| Bell Investment Advisors, Inc | 11 | $896 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $895 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $895 | 0.00% | +2+22.2% | Added |
| Sachetta, LLC | 10 | $814 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $814 | 0.00% | +2+25.0% | Added |
| Orion Capital Management LLC | 9 | $733 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9 | $733 | 0.00% | +3+50.0% | Added |
| Raleigh Capital Management Inc. | 8 | $654 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 8 | $651 | 0.00% | +3+60.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $569 | 0.00% | +2+40.0% | Added |
| South State Corp. | 5 | $407 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $407 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $394 | 0.00% | −14−73.7% | Reduced |
| DecisionPoint Financial, LLC | 4 | $329 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $326 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3 | $244 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $163 | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 1 | $83 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $82 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $81 | 0.00% | +1 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −174,300−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −159,264−100.0% | Sold out |
| BDF-Gestion | 0 | $0 | 0.00% | −65,936−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −52,165−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −42,170−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −36,367−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −28,745−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −18,433−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,297−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,192−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −13,065−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −9,608−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −8,334−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,159−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,412−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,261−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,269−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,410−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,888−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,846−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |