| Truvestments Capital LLC | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.71K | 0.00% | +7 | New |
| City Holding Co | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.46K | 0.00% | −2−25.0% | Reduced |
| Salem Investment Counselors Inc | 6 | $1.46K | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 6 | $1.46K | 0.00% | +6 | New |
| Rothschild Investment LLC | 6 | $1.46K | 0.00% | −24−80.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $1.30K | 0.00% | −1−16.7% | Reduced |
| Ameriflex Group, Inc. | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $975 | 0.00% | −2−33.3% | Reduced |
| UMA Financial Services, Inc. | 4 | $975 | 0.00% | +2+100.0% | Added |
| St Germain D J Co Inc | 4 | $974 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $974 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 4 | $974 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $974 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 3 | $731 | 0.00% | −66−95.7% | Reduced |
| Provenance Wealth Advisors, LLC | 3 | $731 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $731 | 0.00% | +3 | New |
| North Capital, Inc. | 3 | $731 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 2 | $498 | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 2 | $488 | 0.00% | −8−80.0% | Reduced |
| American Capital Advisory, LLC | 2 | $488 | 0.00% | +2 | New |
| CVA Family Office, LLC | 2 | $487 | 0.00% | −67−97.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $487 | 0.00% | +2 | New |
| Greenline Partners, LLC | 2 | $487 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $487 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $487 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $244 | 0.00% | −13−92.9% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $244 | 0.00% | −7−87.5% | Reduced |
| Bell Investment Advisors, Inc | 1 | $244 | 0.00% | −2−66.7% | Reduced |
| Key Financial Inc | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −87,487−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −47,073−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −46,015−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −42,784−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −38,290−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −36,956−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −18,834−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −17,565−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,174−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,533−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −11,303−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,433−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −3,918−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −1,597−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Silver Oak Advisory Group, Inc. | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| one8zero8, LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Cohen Capital Management, Inc. | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |