| Hemington Wealth Management | 182 | $16.0K | 0.00% | +13+7.7% | Added |
| Coastline Trust Co | 163 | $14.8K | 0.00% | −47−22.4% | Reduced |
| Compass Planning Associates Inc | 159 | $14.4K | 0.01% | +1+0.6% | Added |
| Rise Advisors, LLC | 157 | $14.2K | 0.01% | +157 | New |
| Federation des caisses Desjardins du Quebec | 156 | $14.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 148 | $13.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 137 | $12.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 135 | $12.2K | 0.00% | +135 | New |
| Valley National Advisers Inc | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 132 | $12.0K | 0.00% | +1+0.8% | Added |
| Stonebridge Financial Group, LLC | 130 | $11.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 130 | $11.8K | 0.00% | +9+7.4% | Added |
| DT Investment Partners, LLC | 116 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 110 | $9.96K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $9.05K | 0.00% | −100−50.0% | Reduced |
| Anchor Investment Management, LLC | 100 | $9.05K | 0.00% | −50−33.3% | Reduced |
| Ronald Blue Trust, Inc. | 95 | $8.60K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 88 | $7.96K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 87 | $7.87K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 87 | $7.87K | 0.01% | +87 | New |
| Atala Financial Inc | 68 | $6.16K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 60 | $5.43K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 60 | $5.43K | 0.00% | +60 | New |
| Compass Wealth Management LLC | 59 | $5.34K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 53 | $4.82K | 0.00% | −1−1.9% | Reduced |
| High Note Wealth, LLC | 51 | $4.62K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 50 | $4.53K | 0.00% | +50 | New |
| Central Trust Co | 49 | $4.43K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 48 | $4.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $4.16K | 0.00% | −7−13.2% | Reduced |
| Capital Advisors, Ltd. LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $3.99K | 0.00% | +48 | New |
| SBI Securities Co., Ltd. | 43 | $3.89K | 0.00% | −1−2.3% | Reduced |
| Continuum Advisory, LLC | 41 | $3.71K | 0.00% | −3−6.8% | Reduced |
| Bruce G. Allen Investments, LLC | 32 | $2.90K | 0.00% | +4+14.3% | Added |
| Frazier Financial Advisors, LLC | 30 | $2.67K | 0.00% | +1+3.4% | Added |
| South State Corp. | 27 | $2.44K | 0.00% | +27 | New |
| Wolff Wiese Magana LLC | 22 | $1.99K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 32 | $1.72K | 0.00% | +13+68.4% | Added |
| Beacon Capital Management, LLC | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $1.27K | 0.00% | −1−6.7% | Reduced |
| Private Wealth Asset Management, LLC | 14 | $1.27K | 0.00% | +14 | New |
| Bryn Mawr Trust Co | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $1.18K | 0.00% | +9+225.0% | Added |
| Slocum, Gordon & Co LLP | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 11 | $996 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11 | $996 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $906 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $815 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $815 | 0.00% | +9 | New |
| North Capital, Inc. | 9 | $815 | 0.00% | +9 | New |
| ORG Partners LLC | 8 | $728 | 0.00% | +8 | New |
| Greenline Partners, LLC | 7 | $634 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 6 | $546 | 0.00% | +6 | New |
| CVA Family Office, LLC | 5 | $453 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 4 | $363 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $272 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 2 | $182 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $182 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $91 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $91 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $91 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $90 | 0.00% | +1 | New |
| Armstrong Advisory Group, Inc | 0 | $49 | 0.00% | 0 | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −417,661−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −93,279−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −90,952−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −84,020−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −69,057−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −63,800−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −35,900−100.0% | Sold out |
| Corvex Management LP | 0 | $0 | 0.00% | −34,345−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −19,455−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −17,502−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,657−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −14,132−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −13,009−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,473−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,846−100.0% | Sold out |
| CCM Investment Group, LLC | 0 | $0 | 0.00% | −4,457−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,743−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |