| Abound Wealth Management | 48 | $18.8K | 0.01% | +1+2.1% | Added |
| Spire Wealth Management | 46 | $17.8K | 0.00% | +10+27.8% | Added |
| Trust Co of Vermont | 42 | $16.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 40 | $15.5K | 0.00% | +38+1,900.0% | Added |
| Financial Network Wealth Advisors LLC | 37 | $14.5K | 0.01% | +37 | New |
| Peoples Financial Services Corp. | 37 | $14.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 36 | $14.0K | 0.01% | −417−92.1% | Reduced |
| Operose Advisors LLC | 34 | $13.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 33 | $12.8K | 0.00% | +2+6.5% | Added |
| Smartleaf Asset Management LLC | 33 | $12.8K | 0.00% | +12+57.1% | Added |
| First Horizon Advisors, Inc. | 31 | $12.0K | 0.00% | −59−65.6% | Reduced |
| WR Wealth Planners, LLC | 30 | $11.6K | 0.00% | +2+7.1% | Added |
| Farmers & Merchants Investments Inc | 29 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 25 | $9.70K | 0.00% | −29−53.7% | Reduced |
| Exchange Traded Concepts, LLC | 25 | $9.70K | 0.00% | +25 | New |
| Ancora Advisors, LLC | 25 | $9.70K | 0.00% | +25 | New |
| Valley National Advisers Inc | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $8.92K | 0.00% | −9−28.1% | Reduced |
| SYSTM Wealth Solutions LLC | 22 | $8.54K | 0.00% | −87−79.8% | Reduced |
| St Germain D J Co Inc | 21 | $8.15K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 21 | $8.15K | 0.00% | +21 | New |
| GW&K Investment Management, LLC | 20 | $8.00K | 0.00% | +1+5.3% | Added |
| Washington Trust Advisors, Inc. | 18 | $7.04K | 0.00% | +2+12.5% | Added |
| LGT Financial Advisors LLC | 17 | $6.60K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 16 | $6.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $6.00K | 0.00% | −9−36.0% | Reduced |
| Washington Trust Co | 15 | $5.82K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $5.82K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $5.43K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $5.04K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $5.04K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 13 | $5.04K | 0.00% | +13 | New |
| Rothschild Investment LLC | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $4.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $3.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9 | $3.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $3.49K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 9 | $3.49K | 0.00% | +9 | New |
| Kiely Wealth Advisory Group, Inc. | 8 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $3.10K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $2.72K | 0.00% | −6−46.2% | Reduced |
| VisionPoint Advisory Group, LLC | 7 | $2.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $2.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.72K | 0.00% | +1+16.7% | Added |
| Baldwin Brothers Inc | 6 | $2.33K | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 6 | $2.08K | 0.00% | +1+20.0% | Added |
| Dunhill Financial, LLC | 5 | $1.88K | 0.00% | +1+25.0% | Added |
| Sachetta, LLC | 4 | $1.70K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $1.16K | 0.00% | +3 | New |
| Penserra Capital Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Versant Capital Management, Inc | 2 | $776 | 0.00% | −1−33.3% | Reduced |
| Creative Financial Designs Inc | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $776 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $776 | 0.00% | +1+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 2 | $776 | 0.00% | +2 | New |
| MCF Advisors LLC | 2 | $776 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 1 | $388 | 0.00% | −10−90.9% | Reduced |
| Opal Wealth Advisors, LLC | 1 | $388 | 0.00% | −1−50.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $387 | 0.00% | −134−99.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $387 | 0.00% | +1 | New |
| Main Street Group, LTD | 1 | $383 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −219,630−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −111,927−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −68,640−100.0% | Sold out |
| Sandhill Capital Partners LLC | 0 | $0 | 0.00% | −47,177−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −29,127−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −27,174−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −26,582−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −12,334−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −9,755−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −9,466−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −8,717−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −4,022−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −3,496−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |