| Westend Capital Management, LLC | 29 | $3.17K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 29 | $3.17K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 29 | $3.17K | 0.00% | +29 | New |
| Avion Wealth | 36 | $3.00K | 0.00% | −5−12.2% | Reduced |
| Chilton Capital Management LLC | 26 | $2.85K | 0.00% | +26 | New |
| Colonial Trust Co | 23 | $2.52K | 0.00% | −1,122−98.0% | Reduced |
| NBC Securities, Inc. | 22 | $2.41K | 0.22% | −22,573−99.9% | Reduced |
| TFC Financial Management | 20 | $2.19K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $2.19K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 17 | $1.86K | 0.00% | +16+1,600.0% | Added |
| Financial Management Professionals, Inc. | 16 | $1.75K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 16 | $1.75K | 0.00% | +16 | New |
| Harbor Investment Advisory, LLC | 14 | $1.53K | 0.00% | −2−12.5% | Reduced |
| BankPlus Trust Department | 14 | $1.53K | 0.00% | +14 | New |
| Iron Horse Wealth Management, LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 9 | $1.02K | 0.00% | −21−70.0% | Reduced |
| Legacy Wealth Managment, LLC | 9 | $1.02K | 0.00% | −21−70.0% | Reduced |
| Parkworth Wealth Management, Inc. | 9 | $985 | 0.00% | +9 | New |
| AllSquare Wealth Management LLC | 8 | $875 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $687 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $630 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $547 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $547 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $547 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5 | $547 | 0.00% | +5 | New |
| Kohmann Bosshard Financial Services, LLC | 5 | $547 | 0.00% | +5 | New |
| Transce3nd, LLC | 5 | $547 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $547 | 0.00% | +5 | New |
| Conquis Financial LLC | 5 | $547 | 0.00% | +5 | New |
| Contravisory Investment Management, Inc. | 4 | $438 | 0.00% | +4 | New |
| Atwood & Palmer Inc | 3 | $329 | 0.00% | −2−40.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $328 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $328 | 0.00% | +1+50.0% | Added |
| Highline Wealth Partners LLC | 2 | $219 | 0.00% | −5−71.4% | Reduced |
| Vermillion Wealth Management, Inc. | 2 | $219 | 0.00% | +2 | New |
| Kiely Wealth Advisory Group, Inc. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 365 | $109 | 0.00% | +199+119.9% | Added |
| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| New Vernon Investment Management LLC | 2,500 | – | – | −57,024−95.8% | Reduced |
| JDM Financial Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −473,156−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −265,992−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −161,594−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −112,388−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −69,013−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −46,555−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −41,586−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −34,385−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −32,866−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −31,542−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −15,647−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,369−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,928−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −11,360−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −10,770−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −10,665−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −9,141−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −7,837−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,834−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −7,039−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,794−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −4,785−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −4,012−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −2,889−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −2,818−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |
| Great Waters Wealth Management | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −2,154−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −1,801−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Means Investment Co., Inc. | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |