| Bell Investment Advisors, Inc | 46 | $13.2K | 0.00% | +9+24.3% | Added |
| Whittier Trust Co | 41 | $11.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $11.5K | 0.00% | +6+17.6% | Added |
| Bryn Mawr Trust Co | 39 | $11.2K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 39 | $11.2K | 0.01% | +3+8.3% | Added |
| Farmers & Merchants Investments Inc | 37 | $10.6K | 0.00% | +4+12.1% | Added |
| First Horizon Advisors, Inc. | 37 | $10.6K | 0.00% | +18+94.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 34 | $10.2K | 0.00% | +34 | New |
| Richardson Financial Services Inc. | 33 | $9.60K | 0.01% | −3−8.3% | Reduced |
| Central Trust Co | 32 | $9.20K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $9.20K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 32 | $9.20K | 0.00% | +32 | New |
| Versant Capital Management, Inc | 31 | $8.91K | 0.00% | −22−41.5% | Reduced |
| Brown Brothers Harriman & Co | 30 | $8.62K | 0.00% | +7+30.4% | Added |
| Private Wealth Management Group, LLC | 27 | $7.76K | 0.00% | −2−6.9% | Reduced |
| Legacy Wealth Managment, LLC | 26 | $7.47K | 0.00% | −7−21.2% | Reduced |
| Legacy Investment Solutions, LLC | 26 | $7.47K | 0.00% | +26 | New |
| Colonial Trust Co | 25 | $7.12K | 0.00% | +2+8.7% | Added |
| Sunbelt Securities, Inc. | 20 | $7.06K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $6.61K | 0.00% | −71−75.5% | Reduced |
| Whipplewood Advisors, LLC | 22 | $6.32K | 0.00% | +7+46.7% | Added |
| Strengthening Families & Communities, LLC | 22 | $6.32K | 0.00% | +22 | New |
| Kozak & Associates, Inc. | 21 | $6.31K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 19 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $5.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $4.60K | 0.00% | +16 | New |
| Darwin Advisors, LLC | 16 | $4.60K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $4.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $4.02K | 0.00% | +2+16.7% | Added |
| True Wealth Design, LLC | 13 | $3.74K | 0.00% | +5+62.5% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $3.45K | 0.00% | +1+9.1% | Added |
| Bare Financial Services, Inc | 12 | $3.45K | 0.00% | +7+140.0% | Added |
| Newbridge Financial Services Group, Inc. | 10 | $2.93K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 10 | $2.87K | 0.00% | −1,300−99.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 9 | $2.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $2.59K | 0.00% | +1+12.5% | Added |
| NewSquare Capital LLC | 9 | $2.59K | 0.00% | +6+200.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 8 | $2.30K | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 8 | $2.30K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 6 | $1.73K | 0.00% | −3−33.3% | Reduced |
| Eq Wealth Advisors, LLC | 6 | $1.72K | 0.00% | −1−14.3% | Reduced |
| Zions Bancorporation, National Association | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $1.72K | 0.00% | +4+200.0% | Added |
| Garde Capital, Inc. | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.44K | 0.00% | +2+66.7% | Added |
| N.E.W. Advisory Services LLC | 4 | $1.15K | 0.00% | −4−50.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $1.15K | 0.00% | +4 | New |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $914 | 0.00% | −1−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 3 | $862 | 0.00% | −28−90.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $862 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $862 | 0.00% | +1+50.0% | Added |
| Principia Wealth Advisory, LLC | 3 | $862 | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $862 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $862 | 0.00% | +3 | New |
| South State Corp. | 2 | $575 | 0.00% | −4−66.7% | Reduced |
| CVA Family Office, LLC | 2 | $575 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $575 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $575 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $291 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $288 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $288 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $287 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $287 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −328,783−100.0% | Sold out |
| MPM Oncology Impact Management LP | 0 | $0 | 0.00% | −58,907−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −50,627−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −49,306−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −18,696−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −15,499−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −14,960−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −11,924−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −11,226−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −10,929−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −8,772−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −8,224−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,838−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −6,404−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,129−100.0% | Sold out |
| FCG Investment Co | 0 | $0 | 0.00% | −5,026−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,855−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
