| NewSquare Capital LLC | 9 | $4.40K | 0.00% | +4+80.0% | Added |
| Rothschild Investment LLC | 8 | $3.91K | 0.00% | +5+166.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 8 | $3.91K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 7 | $3.42K | 0.00% | −93−93.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $3.42K | 0.00% | +4+133.3% | Added |
| Valley National Advisers Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $2.93K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $2.93K | 0.00% | +6 | New |
| Kiker Wealth Management, LLC | 6 | $2.93K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 6 | $2.93K | 0.00% | +6 | New |
| Arlington Trust Co LLC | 6 | $2.93K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $2.44K | 0.00% | −4−44.4% | Reduced |
| Hughes Financial Services, LLC | 4 | $2.04K | 0.00% | +2+100.0% | Added |
| Valued Wealth Advisors LLC | 4 | $1.97K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.96K | 0.00% | +2+100.0% | Added |
| Rossby Financial, LCC | 4 | $1.95K | 0.00% | −1−20.0% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $1.95K | 0.00% | −1−20.0% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $1.91K | 0.00% | +2+100.0% | Added |
| Financial Management Professionals, Inc. | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $1.47K | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.47K | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $1.47K | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $1.47K | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $1.47K | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $1.35K | 0.00% | +1+50.0% | Added |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $978 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $978 | 0.00% | +2 | New |
| Transce3nd, LLC | 2 | $977 | 0.00% | −51−96.2% | Reduced |
| Bogart Wealth, LLC | 2 | $977 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2 | $977 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 1 | $512 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $489 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $489 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $489 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $489 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $489 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $489 | 0.00% | +1 | New |
| Financial Counselors Inc | 0 | $0 | 0.00% | −48,824−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −41,600−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −16,382−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −8,267−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,529−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,157−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −3,039−100.0% | Sold out |
| Value Holdings Management Co. LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Thomasville National Bank | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Financial Network Wealth Management LLC | – | – | – | – | Not filed |
| Spectrum Wealth Counsel, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
