| Pacific Capital Wealth Advisors, Inc | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $1.96K | 0.00% | +13+144.4% | Added |
| Roxbury Financial LLC | 18 | $1.82K | 0.00% | +18 | New |
| 1620 Investment Advisors, Inc. | 20 | $1.78K | 0.00% | −26−56.5% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.78K | 0.00% | −4−16.7% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $1.61K | 0.00% | +18 | New |
| Legacy Investment Solutions, LLC | 16 | $1.54K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 16 | $1.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.07K | 0.00% | −598−98.0% | Reduced |
| Highline Wealth Partners LLC | 12 | $1.07K | 0.00% | +4+50.0% | Added |
| Trifecta Capital Advisors, LLC | 11 | $982 | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 10 | $892 | 0.00% | +10 | New |
| Winch Advisory Services, LLC | 9 | $803 | 0.00% | +9 | New |
| Creekmur Asset Management LLC | 6 | $535 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $535 | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $486 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $447 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $446 | 0.00% | −5−50.0% | Reduced |
| Atlas Capital Advisors LLC | 5 | $446 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $446 | 0.00% | +5 | New |
| Crewe Advisors LLC | 4 | $357 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $357 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $357 | 0.00% | +4 | New |
| NBC Securities, Inc. | 2 | $256 | 0.02% | −3,248−99.9% | Reduced |
| Leonteq Securities AG | 2 | $178 | 0.00% | −293−99.3% | Reduced |
| Rakuten Securities, Inc. | 2 | $178 | 0.00% | −1−33.3% | Reduced |
| Valued Wealth Advisors LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −988,961−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −131,018−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −123,216−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −55,511−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −35,248−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −25,651−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −25,292−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −23,419−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −19,169−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −14,762−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,485−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −12,907−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −10,098−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −10,614−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,372−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,136−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −6,728−100.0% | Sold out |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −6,596−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −6,444−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −5,080−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Taurus Asset Management, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −2,186−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −2,138−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Kapstone Financial Advisors LLC | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| SignalPoint Asset Management, LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Armstrong, Fleming & Moore, Inc | 0 | $0 | 0.00% | −2,089−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Trail Ridge Investment Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Wells Trecaso Financial Group, LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |