| JFS Wealth Advisors, LLC | 42 | $3.18K | 0.00% | +5+13.5% | Added |
| Raffa Wealth Management, LLC | 41 | $3.11K | 0.00% | −76−65.0% | Reduced |
| Rossby Financial, LCC | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $2.50K | 0.00% | −12−26.7% | Reduced |
| Spire Wealth Management | 33 | $2.50K | 0.00% | +1+3.1% | Added |
| Advanced Portfolio Management, LLC | 33 | $2.50K | 0.01% | +33 | New |
| PFS Partners, LLC | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 31 | $2.35K | 0.00% | −1−3.1% | Reduced |
| Red Tortoise LLC | 31 | $2.35K | 0.00% | +31 | New |
| Addison Advisors LLC | 30 | $2.27K | 0.00% | −3−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 30 | $2.27K | 0.00% | +2+7.1% | Added |
| Millstone Evans Group, LLC | 29 | $2.20K | 0.00% | +29 | New |
| Close Asset Management Ltd | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 25 | $1.89K | 0.00% | +25 | New |
| Boyd Watterson Asset Management LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 20 | $1.52K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.50K | 0.00% | −5−20.8% | Reduced |
| Kilter Group LLC | 19 | $1.44K | 0.00% | −1−5.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 19 | $1.44K | 0.00% | +19 | New |
| Vermillion Wealth Management, Inc. | 19 | $1.44K | 0.00% | +19 | New |
| Steigerwald, Gordon & Koch Inc. | 18 | $1.36K | 0.00% | +18 | New |
| Sachetta, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 16 | $1.21K | 0.00% | −15−48.4% | Reduced |
| Bare Financial Services, Inc | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 13 | $985 | 0.00% | −5−27.8% | Reduced |
| Horizon Financial Services, LLC | 13 | $985 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $910 | 0.00% | +12 | New |
| Colonial Trust Co | 12 | $909 | 0.00% | −747−98.4% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $682 | 0.00% | −6−40.0% | Reduced |
| Boreal Capital Management LLC | 9 | $682 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $682 | 0.00% | +9 | New |
| Clark Wealth Partners | 7 | $611 | 0.00% | −14−66.7% | Reduced |
| Hughes Financial Services, LLC | 7 | $610 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $607 | 0.00% | −3−27.3% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $607 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $607 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $607 | 0.00% | +5+166.7% | Added |
| Quaker Wealth Management, LLC | 8 | $607 | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 8 | $606 | 0.00% | +4+100.0% | Added |
| AdvisorNet Financial, Inc | 8 | $606 | 0.00% | +8 | New |
| South State Corp. | 7 | $531 | 0.00% | −13−65.0% | Reduced |
| S&T Bank | 7 | $530 | 0.00% | −15−68.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $530 | 0.00% | −2−22.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $530 | 0.00% | −1−12.5% | Reduced |
| Texas Capital Bancshares Inc | 7 | $530 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $455 | 0.00% | −1−14.3% | Reduced |
| Minot DeBlois Advisors LLC | 5 | $379 | 0.00% | −10−66.7% | Reduced |
| Rialto Wealth Management, LLC | 5 | $379 | 0.00% | −8−61.5% | Reduced |
| Rakuten Securities, Inc. | 4 | $303 | 0.00% | −75−94.9% | Reduced |
| Dunhill Financial, LLC | 3 | $242 | 0.00% | −2−40.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $228 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $227 | 0.00% | −17−85.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 1 | $76 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $75 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 5 | $4 | 0.00% | −63−92.6% | Reduced |
| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −384,847−100.0% | Sold out |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −163,706−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −97,209−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −43,966−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −43,777−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −42,833−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −36,679−100.0% | Sold out |
| Smithbridge Asset Management Inc | 0 | $0 | 0.00% | −32,874−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −32,047−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −24,346−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −22,444−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −16,071−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −14,619−100.0% | Sold out |
| LGT Capital Partners Ltd. | 0 | $0 | 0.00% | −14,470−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −12,022−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −11,728−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −11,658−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −10,924−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −9,981−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −9,877−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −9,652−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,679−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −5,955−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,084−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −4,490−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
