| EverSource Wealth Advisors, LLC | 290 | $5.14K | 0.00% | −73−20.1% | Reduced |
| Sachetta, LLC | 256 | $4.54K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 256 | $4.53K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 255 | $4.52K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 250 | $4.43K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 240 | $4.25K | 0.00% | +18+8.1% | Added |
| Estabrook Capital Management | 218 | $3.86K | 0.00% | +218 | New |
| Field & Main Bank | 200 | $3.54K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $3.54K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $3.54K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 200 | $3.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 184 | $3.26K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 165 | $2.92K | 0.00% | +165 | New |
| Bare Financial Services, Inc | 152 | $2.69K | 0.00% | −26−14.6% | Reduced |
| Institute for Wealth Management, LLC. | 145 | $2.57K | 0.00% | +145 | New |
| Rothschild Investment LLC | 145 | $2.57K | 0.00% | −5−3.3% | Reduced |
| Johnson Financial Group, Inc. | 143 | $2.53K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 140 | $2.48K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 137 | $2.43K | 0.00% | −34−19.9% | Reduced |
| Strengthening Families & Communities, LLC | 136 | $2.41K | 0.00% | +2+1.5% | Added |
| Bruce G. Allen Investments, LLC | 133 | $2.36K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 125 | $2.21K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 114 | $2.03K | 0.00% | +114 | New |
| Capital Advisors, Ltd. LLC | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 103 | $1.83K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 97 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 97 | $1.72K | 0.00% | +97 | New |
| Steward Partners Investment Advisory, LLC | 97 | $1.71K | 0.00% | −50−34.0% | Reduced |
| Alerus Financial NA | 84 | $1.49K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 72 | $1.30K | 0.00% | +72 | New |
| TFC Financial Management | 63 | $1.12K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 60 | $1.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 53 | $939 | 0.00% | +53 | New |
| Farmers & Merchants Investments Inc | 50 | $886 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 47 | $833 | 0.00% | +47 | New |
| Cornerstone Planning Group LLC | 40 | $761 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 42 | $744 | 0.00% | +42 | New |
| Manchester Capital Management LLC | 40 | $709 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 39 | $692 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 35 | $620 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $532 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 30 | $507 | 0.00% | +30 | New |
| Gen-Wealth Partners Inc | 25 | $443 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 21 | $372 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $355 | 0.00% | +20 | New |
| Atlantic Private Wealth, LLC | 20 | $354 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $354 | 0.00% | 00.0% | Unchanged |
| City State Bank | 16 | $284 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $266 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 15 | $266 | 0.00% | +15 | New |
| Federation des caisses Desjardins du Quebec | 14 | $248 | 0.00% | −168−92.3% | Reduced |
| Gilpin Wealth Management, LLC | 13 | $231 | 0.00% | +4+44.4% | Added |
| Activest Wealth Management | 13 | $230 | 0.00% | −67−83.8% | Reduced |
| Horizon Financial Services, LLC | 12 | $213 | 0.00% | +12 | New |
| Halbert Hargrove Global Advisors, LLC | 12 | $210 | 0.00% | +12 | New |
| Hilton Head Capital Partners, LLC | 8 | $142 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $125 | 0.00% | −1−12.5% | Reduced |
| Davis Capital Management | 6 | $106 | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 6 | $106 | 0.00% | +6 | New |
| Quarry LP | 5 | $89 | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 5 | $87 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 13 | $0 | 0.00% | +13 | New |
| Chung Wu Investment Group, LLC | 2 | – | – | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 4 | – | – | +4 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,765,243−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,440,755−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −820,089−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −703,338−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −241,247−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −236,516−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −195,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −194,910−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −91,695−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −90,731−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −86,603−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −58,031−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −56,072−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −45,247−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −38,870−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −34,398−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −33,615−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −32,346−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −24,618−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −23,827−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,123−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −20,139−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −16,961−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −16,745−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −15,908−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,459−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −13,735−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −13,009−100.0% | Sold out |