| TSFG, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $4.00K | 0.00% | +1+3.6% | Added |
| Capital Advisors, Ltd. LLC | 24 | $4.00K | 0.00% | +16+200.0% | Added |
| Clearstead Advisors, LLC | 25 | $3.88K | 0.00% | +11+78.6% | Added |
| SJS Investment Consulting Inc. | 23 | $3.57K | 0.00% | +1+4.5% | Added |
| Raffa Wealth Management, LLC | 22 | $3.41K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 22 | $3.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $3.26K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $2.64K | 0.00% | −2−10.5% | Reduced |
| Central Bank & Trust Co | 17 | $2.64K | 0.00% | +17 | New |
| Quarry LP | 15 | $2.33K | 0.00% | −46−75.4% | Reduced |
| TD Capital Management LLC | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.56K | 0.00% | −211−95.5% | Reduced |
| Colonial Trust Advisors | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $1.55K | 0.00% | +10 | New |
| MCF Advisors LLC | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | −13−81.3% | Reduced |
| Baldrige Asset Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| TCI Wealth Advisors, Inc. | 6 | $931 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $931 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 6 | $931 | 0.00% | +6 | New |
| Coastal Capital Group, Inc. | 5 | $832 | 0.00% | −87−94.6% | Reduced |
| True Wealth Design, LLC | 3 | $466 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $466 | 0.00% | +3 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $466 | 0.00% | +3 | New |
| Capstone Investment Advisors, LLC | 3 | $465 | 0.00% | −9,167−100.0% | Reduced |
| Tfo-TDC, LLC | 3 | $465 | 0.00% | −5−62.5% | Reduced |
| Core Alternative Capital | 3 | $465 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 155 | $388 | 0.02% | +17+12.3% | Added |
| Trust Co of Vermont | 1 | $155 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $155 | 0.00% | – | – |
| Bellwether Advisors, LLC | 0 | $99 | 0.00% | 0 | New |
| Penserra Capital Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 29,791 | $0 | 0.00% | +29,791 | New |
| SkyView Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Quilter Plc | 300 | – | – | +300 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −592,516−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −366,486−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −289,232−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −138,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −91,484−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −71,174−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −46,200−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −24,360−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −22,815−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,484−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,581−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −8,731−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,485−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,408−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,673−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,320−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Win Advisors, Inc | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |