| Trivant Custom Portfolio Group, LLC | 731 | $62.8K | 0.04% | −669−47.8% | Reduced |
| Sentry Investment Management LLC | 649 | $56.0K | 0.02% | +649 | New |
| Private Trust Co NA | 640 | $55.0K | 0.01% | −211−24.8% | Reduced |
| Deseret Mutual Benefit Administrators | 609 | $52.4K | 0.02% | −140−18.7% | Reduced |
| SRS Capital Advisors, Inc. | 590 | $50.7K | 0.00% | +590 | New |
| Ostrum Asset Management | 576 | $49.5K | 0.00% | −4,671−89.0% | Reduced |
| Riverview Trust Co | 558 | $48.0K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 557 | $47.9K | 0.00% | +155+38.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 550 | $47.2K | 0.00% | +550 | New |
| Benjamin F. Edwards & Company, Inc. | 534 | $46.0K | 0.00% | −6,701−92.6% | Reduced |
| LGT Financial Advisors LLC | 521 | $44.8K | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $43.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 475 | $40.8K | 0.00% | +475 | New |
| EdgeRock Capital LLC | 395 | $34.0K | 0.03% | +395 | New |
| JFS Wealth Advisors, LLC | 390 | $33.5K | 0.00% | −27−6.5% | Reduced |
| Sachetta, LLC | 473 | $32.7K | 0.01% | +10+2.2% | Added |
| ORG Partners LLC | 364 | $31.8K | 0.00% | −277−43.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 356 | $30.6K | 0.00% | −198−35.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 350 | $30.1K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 348 | $29.9K | 0.00% | +348 | New |
| CarsonAllaria Wealth Management, Ltd. | 346 | $29.7K | 0.02% | +58+20.1% | Added |
| Spire Wealth Management | 320 | $27.5K | 0.00% | −157−32.9% | Reduced |
| Red Tortoise LLC | 315 | $27.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 314 | $27.0K | 0.00% | −214−40.5% | Reduced |
| Hexagon Capital Partners LLC | 308 | $26.5K | 0.01% | −54−14.9% | Reduced |
| Redwood Wealth Management Group, LLC | 301 | $25.9K | 0.02% | +301 | New |
| M&R Capital Management Inc | 300 | $25.8K | 0.01% | +100+50.0% | Added |
| Institutional & Family Asset Management, LLC | 294 | $25.3K | 0.00% | −79−21.2% | Reduced |
| Compagnie Lombard Odier SCmA | 280 | $24.1K | 0.00% | +280 | New |
| Farmers & Merchants Investments Inc | 260 | $22.4K | 0.00% | +125+92.6% | Added |
| Larson Financial Group LLC | 258 | $22.1K | 0.00% | +258 | New |
| McIlrath & Eck, LLC | 249 | $21.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 248 | $21.3K | 0.00% | +248 | New |
| Contravisory Investment Management, Inc. | 243 | $20.9K | 0.00% | +243 | New |
| Wetzel Investment Advisors, Inc. | 272 | $18.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 215 | $18.5K | 0.00% | +14+7.0% | Added |
| Hilltop National Bank | 200 | $17.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 201 | $17.0K | 0.00% | +50+33.1% | Added |
| Park Place Capital Corp | 183 | $15.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 183 | $15.7K | 0.00% | +99+117.9% | Added |
| Versant Capital Management, Inc | 161 | $13.8K | 0.00% | +153+1,912.5% | Added |
| Fortitude Family Office, LLC | 160 | $13.8K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 153 | $13.0K | 0.00% | +153 | New |
| New Millennium Group LLC | 146 | $12.6K | 0.01% | +146 | New |
| Valley National Advisers Inc | 140 | $12.0K | 0.00% | +35+33.3% | Added |
| Bruce G. Allen Investments, LLC | 135 | $11.6K | 0.01% | +20+17.4% | Added |
| Capital Advisors, Ltd. LLC | 125 | $11.0K | 0.00% | −5−3.8% | Reduced |
| VisionPoint Advisory Group, LLC | 127 | $10.9K | 0.00% | +127 | New |
| SJS Investment Consulting Inc. | 125 | $10.7K | 0.00% | −8−6.0% | Reduced |
| Geneos Wealth Management Inc. | 114 | $9.80K | 0.00% | +100+714.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $8.60K | 0.00% | −467−82.4% | Reduced |
| LRI Investments, LLC | 99 | $8.54K | 0.00% | +99 | New |
| BFSG, LLC | 95 | $8.17K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 93 | $8.00K | 0.00% | +93 | New |
| Quent Capital, LLC | 89 | $7.68K | 0.00% | +1+1.1% | Added |
| Jones Financial Companies LLLP | 89 | $7.65K | 0.00% | +89 | New |
| GW&K Investment Management, LLC | 80 | $7.00K | 0.00% | +80 | New |
| Gleason Group, Inc. | 81 | $6.96K | 0.00% | +81 | New |
| WealthCollab, LLC | 78 | $6.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 72 | $6.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $5.59K | 0.00% | +11+20.4% | Added |
| Naples Money Management LLC | 54 | $4.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $4.56K | 0.00% | +53 | New |
| City State Bank | 50 | $4.30K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 49 | $4.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $4.13K | 0.00% | −1−2.0% | Reduced |
| Continuum Advisory, LLC | 46 | $3.96K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 45 | $3.87K | 0.00% | +45 | New |
| Frazier Financial Advisors, LLC | 43 | $3.70K | 0.00% | +37+616.7% | Added |
| Opal Wealth Advisors, LLC | 40 | $3.44K | 0.00% | −117−74.5% | Reduced |
| Stone House Investment Management, LLC | 40 | $3.44K | 0.00% | +40 | New |
| Valued Wealth Advisors LLC | 36 | $3.10K | 0.00% | +17+89.5% | Added |
| West Oak Capital, LLC | 35 | $3.01K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $3.00K | 0.00% | −5,910−99.5% | Reduced |
| Avion Wealth | 44 | $3.00K | 0.00% | +17+63.0% | Added |
| Mather Group, LLC. | 43 | $3.00K | 0.00% | −334−88.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $2.86K | 0.00% | +8+32.0% | Added |
| True Wealth Design, LLC | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 32 | $2.75K | 0.00% | +5+18.5% | Added |
| AdvisorNet Financial, Inc | 26 | $2.23K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $2.00K | 0.00% | +5+26.3% | Added |
| Highline Wealth Partners LLC | 22 | $1.89K | 0.00% | +22 | New |
| Toth Financial Advisory Corp | 20 | $1.72K | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 20 | $1.72K | 0.00% | +20 | New |
| Bokf, NA | 19 | $1.63K | 0.00% | −142−88.2% | Reduced |
| WR Wealth Planners, LLC | 17 | $1.46K | 0.00% | −30−63.8% | Reduced |
| CVA Family Office, LLC | 17 | $1.46K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 15 | $1.29K | 0.00% | −43−74.1% | Reduced |
| Rothschild Investment LLC | 15 | $1.29K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 18 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.20K | 0.00% | +14 | New |
| MV Capital Management, Inc. | 13 | $1.12K | 0.00% | +13 | New |
| Berkshire Capital Holdings Inc | 10 | $860 | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $860 | 0.00% | +10 | New |
| Financial Perspectives, Inc | 7 | $602 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $430 | 0.00% | +5 | New |
| TFC Financial Management | 4 | $344 | 0.00% | 00.0% | Unchanged |
| GQG Partners LLC | 0 | $0 | 0.00% | −2,564,705−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −1,072,808−100.0% | Sold out |
