| Private Wealth Management Group, LLC | 197 | $23.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 176 | $21.0K | 0.00% | +176 | New |
| First Command Advisory Services, Inc. | 172 | $20.4K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 168 | $19.9K | 0.01% | +168 | New |
| Huntington National Bank | 161 | $19.1K | 0.00% | −95−37.1% | Reduced |
| CX Institutional | 158 | $19.0K | 0.00% | −78,935−99.8% | Reduced |
| Geneos Wealth Management Inc. | 154 | $18.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 154 | $18.2K | 0.00% | +106+220.8% | Added |
| Atwood & Palmer Inc | 150 | $17.8K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 150 | $17.8K | 0.01% | 00.0% | Unchanged |
| USA Financial Formulas | 145 | $17.2K | 0.00% | +145 | New |
| Persistent Asset Partners Ltd | 133 | $15.8K | 0.00% | +133 | New |
| Rothschild Investment LLC | 122 | $14.5K | 0.00% | +26+27.1% | Added |
| Valued Wealth Advisors LLC | 122 | $14.5K | 0.01% | +122 | New |
| CVA Family Office, LLC | 111 | $13.2K | 0.00% | +27+32.1% | Added |
| Parallel Advisors, LLC | 100 | $11.8K | 0.00% | +37+58.7% | Added |
| Accent Capital Management, LLC | 97 | $11.5K | 0.00% | −50−34.0% | Reduced |
| C M Bidwell & Associates Ltd | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $10.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 87 | $10.3K | 0.00% | +28+47.5% | Added |
| Blue Bell Private Wealth Management, LLC | 80 | $9.48K | 0.00% | +80 | New |
| Action Point Financial Planning, LLC | 82 | $9.24K | 0.00% | +82 | New |
| JFS Wealth Advisors, LLC | 78 | $9.24K | 0.00% | +13+20.0% | Added |
| Clearstead Advisors, LLC | 65 | $7.70K | 0.00% | +65 | New |
| UMA Financial Services, Inc. | 41 | $4.86K | 0.00% | −2−4.7% | Reduced |
| Fortitude Family Office, LLC | 40 | $4.74K | 0.00% | +5+14.3% | Added |
| Farmers & Merchants Investments Inc | 38 | $4.50K | 0.00% | −16−29.6% | Reduced |
| Assetmark, Inc | 37 | $4.38K | 0.00% | +19+105.6% | Added |
| Continuum Advisory, LLC | 37 | $4.38K | 0.00% | +37 | New |
| Anchor Bay Capital, Inc. | 67 | $4.34K | 0.00% | +67 | New |
| Kilter Group LLC | 35 | $4.15K | 0.00% | +1+2.9% | Added |
| Zions Bancorporation, National Association | 35 | $4.15K | 0.00% | +1+2.9% | Added |
| Colonial Trust Co | 35 | $4.02K | 0.00% | −23−39.7% | Reduced |
| Godfrey Financial Associates, Inc. | 31 | $3.67K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 27 | $3.20K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $2.96K | 0.00% | +25 | New |
| Ankerstar Wealth, LLC | 21 | $2.49K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $2.37K | 0.00% | +2+11.1% | Added |
| Creative Capital Management Investments LLC | 20 | $2.37K | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 18 | $2.13K | 0.00% | −4−18.2% | Reduced |
| Prestige Wealth Management Group LLC | 16 | $1.90K | 0.00% | +12+300.0% | Added |
| Plante Moran Financial Advisors, LLC | 15 | $1.78K | 0.00% | +15 | New |
| Proathlete Wealth Management LLC | 15 | $1.78K | 0.00% | +15 | New |
| South State Corp. | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.19K | 0.00% | +2+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $1.19K | 0.00% | +3+42.9% | Added |
| HFM Investment Advisors, LLC | 10 | $1.19K | 0.00% | +6+150.0% | Added |
| Cornerstone Planning Group LLC | 16 | $1.18K | 0.00% | +5+45.5% | Added |
| Trust Co | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 9 | $1.07K | 0.00% | +9 | New |
| IFG Advisory, LLC | 8 | $948 | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 7 | $830 | 0.00% | −4−36.4% | Reduced |
| Financial Consulate, Inc | 7 | $830 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 7 | $830 | 0.00% | +7 | New |
| LRI Investments, LLC | 6 | $711 | 0.00% | +6 | New |
| Abound Wealth Management | 4 | $474 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $474 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 3 | $356 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $248 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2 | $237 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $119 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Private Capital Management, LLC | 0 | $0 | 0.00% | −232,516−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −110,260−100.0% | Sold out |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −54,035−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −47,107−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −30,763−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −27,150−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −22,050−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −17,016−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −6,435−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,189−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −5,148−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −4,656−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| SWMG, LLC | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −2,752−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Trium Capital LLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
