| Allspring Global Investments Holdings, LLC | 829 | $23.8K | 0.00% | −15,133−94.8% | Reduced |
| Norwood Financial Corp | 750 | $21.5K | 0.03% | −100−11.8% | Reduced |
| Creative Financial Designs Inc | 738 | $21.2K | 0.00% | +172+30.4% | Added |
| Acadian Asset Management LLC | 697 | $19.0K | 0.00% | −346−33.2% | Reduced |
| Principal Securities, Inc. | 662 | $19.0K | 0.00% | +662 | New |
| Easterly Investment Partners LLC | 602 | $17.3K | 0.00% | −86,340−99.3% | Reduced |
| Legacy Bridge, LLC | 600 | $17.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 592 | $17.0K | 0.00% | −437−42.5% | Reduced |
| Huntington National Bank | 581 | $16.7K | 0.00% | −1,500−72.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 504 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 379 | $11.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 347 | $9.95K | 0.00% | −133−27.7% | Reduced |
| Spire Wealth Management | 392 | $9.77K | 0.00% | +109+38.5% | Added |
| Macroview Investment Management LLC | 325 | $9.32K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 317 | $9.09K | 0.00% | −44−12.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 300 | $8.60K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 300 | $8.60K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $8.60K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 287 | $8.22K | 0.00% | +5+1.8% | Added |
| Valley National Advisers Inc | 288 | $8.00K | 0.00% | +263+1,052.0% | Added |
| Coppell Advisory Solutions LLC | 268 | $7.69K | 0.00% | +250+1,388.9% | Added |
| Allworth Financial LP | 259 | $7.44K | 0.00% | +148+133.3% | Added |
| EverSource Wealth Advisors, LLC | 259 | $7.43K | 0.00% | +251+3,137.5% | Added |
| Farther Finance Advisors, LLC | 247 | $7.08K | 0.00% | −26−9.5% | Reduced |
| Ronald Blue Trust, Inc. | 280 | $6.00K | 0.00% | +280 | New |
| Jones Financial Companies LLLP | 204 | $5.84K | 0.00% | +204 | New |
| Bokf, NA | 200 | $5.74K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $5.74K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 186 | $5.33K | 0.00% | −4−2.1% | Reduced |
| Tidemark, LLC | 175 | $5.02K | 0.00% | +175 | New |
| Walleye Capital LLC | 172 | $4.93K | 0.00% | −63,174−99.7% | Reduced |
| West Branch Capital LLC | 169 | $4.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 167 | $4.79K | 0.00% | +155+1,291.7% | Added |
| Farmers & Merchants Investments Inc | 150 | $4.30K | 0.00% | +100+200.0% | Added |
| Pinnacle Bancorp, Inc. | 140 | $4.01K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 140 | $4.00K | 0.00% | +3+2.2% | Added |
| Loomis Sayles & Co L P | 128 | $4.00K | 0.00% | +128 | New |
| Gradient Investments LLC | 126 | $3.62K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 125 | $3.58K | 0.00% | +125 | New |
| Oliver Lagore Vanvalin Investment Group | 120 | $3.44K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 120 | $3.44K | 0.00% | +60+100.0% | Added |
| Fortitude Family Office, LLC | 120 | $3.44K | 0.00% | +120 | New |
| McGlone Suttner Wealth Management, Inc. | 117 | $3.37K | 0.00% | +117 | New |
| GHP Investment Advisors, Inc. | 108 | $3.09K | 0.00% | −97−47.3% | Reduced |
| IFP Advisors, Inc | 100 | $2.87K | 0.00% | −200−66.7% | Reduced |
| CNB Bank | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $2.87K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 92 | $2.64K | 0.00% | −385−80.7% | Reduced |
| Massmutual Trust Co FSB | 92 | $2.64K | 0.00% | +92 | New |
| First Horizon Advisors, Inc. | 89 | $2.55K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 79 | $2.27K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 75 | $2.15K | 0.00% | +75 | New |
| FNY Investment Advisers, LLC | 90 | $2.00K | 0.00% | −160−64.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 62 | $1.78K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 60 | $1.72K | 0.00% | +60 | New |
| GPS Wealth Strategies Group, LLC | 48 | $1.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 46 | $1.32K | 0.00% | +10+27.8% | Added |
| First United Bank Trust | 37 | $1.06K | 0.00% | +37 | New |
| Cape Investment Advisory, Inc. | 36 | $1.03K | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 30 | $860 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $860 | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $804 | 0.00% | +28 | New |
| Caitlin John, LLC | 26 | $746 | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 25 | $717 | 0.00% | −25−50.0% | Reduced |
| Tucker Asset Management LLC | 20 | $574 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $574 | 0.00% | +20 | New |
| Pineridge Advisors LLC | 20 | $574 | 0.00% | +20 | New |
| Clearstead Advisors, LLC | 18 | $517 | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 17 | $488 | 0.00% | +17 | New |
| Global Retirement Partners, LLC | 12 | $307 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $287 | 0.00% | +10 | New |
| JJJ Advisors Inc. | 8 | $230 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 7 | $201 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $201 | 0.00% | +7 | New |
| Indiana Trust & Investment Management CO | 5 | $143 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $128 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 4 | $115 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $58 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $57 | 0.00% | −115−98.3% | Reduced |
| Silicon Valley Capital Partners | 0 | $8 | 0.00% | 0 | Unchanged |
| Smartleaf Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −358,803−100.0% | Sold out |
| American Financial Group Inc | 0 | $0 | 0.00% | −330,000−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −285,958−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −222,774−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −214,685−100.0% | Sold out |
| KWMG, LLC | 0 | $0 | 0.00% | −151,508−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −142,598−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −132,597−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −126,041−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −91,407−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −80,215−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −68,588−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −53,619−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −52,600−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −45,968−100.0% | Sold out |