| Bryn Mawr Trust Co | 11 | $2.56K | 0.00% | −1−8.3% | Reduced |
| Bogart Wealth, LLC | 10 | $2.33K | 0.00% | −2−16.7% | Reduced |
| Smartleaf Asset Management LLC | 10 | $2.32K | 0.00% | −83−89.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $2.09K | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 8 | $1.86K | 0.00% | −2−20.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 8 | $1.86K | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $1.86K | 0.00% | +8 | New |
| Capital A Wealth Management, LLC | 10 | $1.73K | 0.02% | +10 | New |
| Wolff Wiese Magana LLC | 7 | $1.63K | 0.00% | −13−65.0% | Reduced |
| Center for Financial Planning, Inc. | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7 | $1.63K | 0.00% | +7 | New |
| True Wealth Design, LLC | 6 | $1.40K | 0.00% | −1−14.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.16K | 0.00% | −3−37.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 4 | $930 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $930 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 3 | $700 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $698 | 0.00% | −12−80.0% | Reduced |
| South State Corp. | 3 | $698 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $698 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 3 | $697 | 0.00% | −137−97.9% | Reduced |
| Larson Financial Group LLC | 3 | $697 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $697 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $697 | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $697 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 2 | $539 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $530 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $465 | 0.00% | +2 | New |
| National Bank of Canada | 2 | $464 | 0.00% | −13−86.7% | Reduced |
| WealthTrak Capital Management LLC | 1 | $233 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $232 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $232 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $232 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $232 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −313,316−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −142,583−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −60,973−100.0% | Sold out |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −25,214−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −24,818−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −23,840−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −22,891−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −11,315−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −9,983−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,979−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −7,620−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Roof Eidam & Maycock | 0 | $0 | 0.00% | −6,260−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −4,787−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −4,403−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −3,135−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Anb Bank | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Foguth Wealth Management, LLC. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Defined Financial Planning LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Principia Wealth Advisory, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |