| Colonial Trust Co | 7 | $1.22K | 0.00% | −54−88.5% | Reduced |
| Global Trust Asset Management, LLC | 6 | $1.05K | 0.00% | −3−33.3% | Reduced |
| Gen-Wealth Partners Inc | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $927 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $880 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $879 | 0.03% | −3−37.5% | Reduced |
| Atlantic Private Wealth, LLC | 5 | $879 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 5 | $879 | 0.00% | +5 | New |
| Oakmont Advisory Group, LLC | 5 | $879 | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 5 | $836 | 0.00% | +5 | New |
| CWM Advisors, LLC | 4 | $790 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $704 | 0.00% | +1+33.3% | Added |
| Osbon Capital Management LLC | 4 | $703 | 0.00% | −27−87.1% | Reduced |
| 1015 Capital Partners, LLC | 4 | $703 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $703 | 0.00% | +2+100.0% | Added |
| Tower Trust & Investment Co | 4 | $703 | 0.00% | +4 | New |
| Phillip James Consulting Co. | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3 | $527 | 0.00% | +3 | New |
| West Paces Advisors Inc. | 3 | $527 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $368 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $352 | 0.00% | +2 | New |
| NorthAvenue LLC | 2 | $352 | 0.00% | +2 | New |
| Meramec Financial Planners, LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $176 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $176 | 0.00% | +1 | New |
| Cordant, Inc. | 1 | $145 | 0.00% | +1 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Coppell Advisory Solutions LLC | 9 | – | – | +9 | New |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −325,999−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −313,272−100.0% | Sold out |
| Triple Frond Partners LLC | 0 | $0 | 0.00% | −306,460−100.0% | Sold out |
| Braidwell LP | 0 | $0 | 0.00% | −229,215−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −202,742−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −110,370−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −104,441−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −74,585−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −37,409−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −21,686−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,114−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,786−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,283−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −12,264−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −8,337−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −6,125−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −5,513−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −5,227−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,932−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,403−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,345−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,174−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −3,679−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,203−100.0% | Sold out |
| Praxis Capital Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,964−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Oslo Pensjonsforsikring AS | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −6−100.0% | Sold out |