| Silicon Valley Capital Partners | 57 | $12.9K | 0.00% | +57 | New |
| Sugarloaf Wealth Management, LLC | 54 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $11.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $11.2K | 0.00% | −583−92.1% | Reduced |
| Rosenberg Matthew Hamilton | 47 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $9.22K | 0.00% | +5+13.9% | Added |
| Cambridge Trust Co | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $8.32K | 0.00% | +2+5.7% | Added |
| Tucker Asset Management LLC | 37 | $8.32K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 37 | $8.00K | 0.00% | +37 | New |
| CVA Family Office, LLC | 35 | $7.87K | 0.00% | +20+133.3% | Added |
| JFS Wealth Advisors, LLC | 34 | $7.65K | 0.00% | +14+70.0% | Added |
| Financial Management Professionals, Inc. | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $6.75K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 30 | $6.75K | 0.00% | +30 | New |
| First Command Financial Services, Inc. | 30 | $6.75K | 0.00% | +30 | New |
| Zions Bancorporation, N.A. | 28 | $6.30K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $6.14K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 21 | $4.72K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $4.28K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $4.05K | 0.00% | −6−25.0% | Reduced |
| Annapolis Financial Services, LLC | 18 | $4.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $4.05K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 17 | $4.00K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 17 | $3.83K | 0.00% | +17 | New |
| Abound Wealth Management | 16 | $3.60K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14 | $3.15K | 0.00% | −177−92.7% | Reduced |
| Ronald Blue Trust, Inc. | 17 | $3.00K | 0.00% | −163−90.6% | Reduced |
| Beacon Capital Management, LLC | 12 | $2.70K | 0.00% | +12 | New |
| Washington Trust Advisors, Inc. | 11 | $2.44K | 0.00% | +11 | New |
| Sofos Investments, Inc. | 225 | $2.39K | 0.01% | +34+17.8% | Added |
| Versant Capital Management, Inc | 10 | $2.25K | 0.00% | +1+11.1% | Added |
| SJS Investment Consulting Inc. | 10 | $2.25K | 0.00% | +2+25.0% | Added |
| Glen Eagle Advisors, LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $2.00K | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 8 | $1.80K | 0.00% | −4−33.3% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.80K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $1.80K | 0.00% | +2+33.3% | Added |
| 1832 Asset Management L.P. | 8 | $1.80K | 0.00% | +8 | New |
| Financial Perspectives, Inc | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.13K | 0.00% | +5 | New |
| Front Row Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $900 | 0.00% | −2,764−99.9% | Reduced |
| Bokf, NA | 3 | $675 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $675 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $675 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $458 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $450 | 0.00% | −2−50.0% | Reduced |
| JJJ Advisors Inc. | 2 | $450 | 0.00% | +1+100.0% | Added |
| Glass Jacobson Investment Advisors llc | 2 | $450 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $338 | 0.00% | +2 | New |
| Brown Brothers Harriman & Co | 1 | $225 | 0.00% | −1−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Braidwell LP | 0 | $0 | 0.00% | −95,694−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −67,800−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −37,624−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −8,837−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,266−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Conway Capital Management, Inc. | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |