| Ameritas Advisory Services, LLC | 872 | $48.4K | 0.00% | +872 | New |
| Ronald Blue Trust, Inc. | 847 | $47.0K | 0.00% | −26−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 770 | $42.7K | 0.00% | −2−0.3% | Reduced |
| Allworth Financial LP | 661 | $36.7K | 0.00% | +355+116.0% | Added |
| Bayforest Capital Ltd | 589 | $32.7K | 0.03% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 565 | $31.4K | 0.02% | +565 | New |
| Clear Street Markets LLC | 500 | $27.7K | 0.01% | +500 | New |
| Ares Financial Consulting, LLC | 446 | $24.7K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 432 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 410 | $22.8K | 0.00% | +90+28.1% | Added |
| WealthCollab, LLC | 389 | $21.6K | 0.01% | −8−2.0% | Reduced |
| True Wealth Design, LLC | 352 | $19.5K | 0.00% | −1−0.3% | Reduced |
| Continuum Advisory, LLC | 294 | $16.3K | 0.00% | +294 | New |
| Umb Bank N A | 262 | $14.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 244 | $13.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 205 | $11.4K | 0.00% | +12+6.2% | Added |
| Boreal Capital Management LLC | 200 | $11.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 159 | $8.82K | 0.01% | −157−49.7% | Reduced |
| Essential Partners LLC | 157 | $8.71K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 160 | $8.67K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $8.32K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 150 | $8.32K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 140 | $7.77K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 138 | $7.66K | 0.00% | +138 | New |
| Brown Brothers Harriman & Co | 125 | $6.94K | 0.00% | −1,841−93.6% | Reduced |
| UMA Financial Services, Inc. | 122 | $6.77K | 0.00% | +24+24.5% | Added |
| Cornerstone Planning Group LLC | 113 | $6.59K | 0.00% | −7−5.8% | Reduced |
| Financial Consulate, Inc | 112 | $6.21K | 0.00% | +18+19.1% | Added |
| Fifth Third Bancorp | 111 | $6.16K | 0.00% | +111 | New |
| Kilter Group LLC | 110 | $6.10K | 0.00% | +41+59.4% | Added |
| Colonial Trust Advisors | 102 | $5.66K | 0.00% | +2+2.0% | Added |
| Valued Wealth Advisors LLC | 99 | $5.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 80 | $4.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 78 | $4.33K | 0.00% | +78 | New |
| Steward Partners Investment Advisory, LLC | 77 | $4.25K | 0.00% | +35+83.3% | Added |
| Bell Investment Advisors, Inc | 74 | $4.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 71 | $3.94K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 62 | $3.44K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 56 | $3.11K | 0.00% | +15+36.6% | Added |
| Pinnacle Bancorp, Inc. | 48 | $2.66K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 47 | $2.61K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 45 | $2.50K | 0.00% | +45 | New |
| Ninepoint Partners LP | 42 | $2.33K | 0.00% | +42 | New |
| Synergy Investment Management, LLC | 39 | $2.18K | 0.00% | +39 | New |
| Transamerica Financial Advisors, Inc. | 39 | $2.16K | 0.00% | +1+2.6% | Added |
| Tower Research Capital LLC (TRC) | 38 | $2.11K | 0.00% | +11+40.7% | Added |
| Cornerstone Financial Management LLC | 38 | $2.11K | 0.00% | +38 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | +5+12.8% | Added |
| MPWM Advisory Solutions, LLC | 34 | $1.89K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 30 | $1.67K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 24 | $1.33K | 0.00% | −975−97.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 23 | $1.28K | 0.00% | +23 | New |
| Principia Wealth Advisory, LLC | 23 | $1.28K | 0.00% | +4+21.1% | Added |
| Nemes Rush Group LLC | 22 | $1.22K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 21 | $1.17K | 0.00% | −220−91.3% | Reduced |
| IFP Advisors, Inc | 19 | $1.05K | 0.00% | +12+171.4% | Added |
| Silicon Valley Capital Partners | 18 | $1.02K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 18 | $999 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 17 | $944 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $888 | 0.00% | −1−5.9% | Reduced |
| GHP Investment Advisors, Inc. | 16 | $888 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14 | $777 | 0.00% | −14−50.0% | Reduced |
| Investors Portfolio Services LLC | 14 | $777 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 14 | $777 | 0.00% | +14 | New |
| Private Trust Co NA | 13 | $745 | 0.00% | −73−84.9% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $666 | 0.00% | +12 | New |
| Arlington Trust Co LLC | 10 | $555 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 10 | $555 | 0.00% | +10 | New |
| Halbert Hargrove Global Advisors, LLC | 7 | $382 | 0.00% | +7 | New |
| Creative Financial Designs Inc | 6 | $333 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 6 | $333 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $295 | 0.00% | +5 | New |
| GWM Advisors LLC | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $239 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $222 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $222 | 0.00% | +4 | New |
| TD Capital Management LLC | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $166 | 0.00% | +3 | New |
| Decker Retirement Planning Inc. | 2 | $99 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 1 | $55 | 0.00% | +1 | New |
| Westwood Global Investments, LLC | 0 | $0 | 0.00% | −6,673,718−100.0% | Sold out |
| Fearnley Asset Management AS | 0 | $0 | 0.00% | −112,700−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −22,994−100.0% | Sold out |
| North of South Capital LLP | 0 | $0 | 0.00% | −18,087−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −15,003−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,217−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −9,548−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −9,483−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,074−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,594−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −6,959−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −6,246−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −5,036−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Larry Mathis Financial Planning, LLC | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
