| Bryn Mawr Trust Co | 16 | $1.45K | 0.00% | +2+14.3% | Added |
| Wolff Wiese Magana LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 14 | $1.27K | 0.00% | +14 | New |
| Capital Analysts, LLC | 15 | $1.00K | 0.00% | −25−62.5% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 11 | $996 | 0.00% | +11 | New |
| Ameriflex Group, Inc. | 11 | $995 | 0.00% | +7+175.0% | Added |
| Synergy Investment Management, LLC | 11 | $930 | 0.00% | +5+83.3% | Added |
| Glen Eagle Advisors, LLC | 10 | $905 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 10 | $905 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 10 | $905 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 9 | $817 | 0.00% | +1+12.5% | Added |
| Westside Investment Management, Inc. | 9 | $814 | 0.00% | −681−98.7% | Reduced |
| American Capital Advisory, LLC | 8 | $724 | 0.00% | +2+33.3% | Added |
| Abound Wealth Management | 7 | $634 | 0.00% | −22−75.9% | Reduced |
| Retirement Wealth Solutions LLC | 7 | $634 | 0.00% | +3+75.0% | Added |
| 1015 Capital Partners, LLC | 7 | $633 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $543 | 0.00% | −22−78.6% | Reduced |
| Breakwater Investment Management | 6 | $543 | 0.00% | +2+50.0% | Added |
| Plante Moran Financial Advisors, LLC | 6 | $543 | 0.00% | +6 | New |
| Downshift Financial, LLC | 6 | $543 | 0.00% | +6 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $455 | 0.00% | +5 | New |
| Asset Dedication, LLC | 5 | $453 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $362 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $362 | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $362 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $349 | 0.00% | +1+33.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 4 | $334 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 3 | $272 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $271 | 0.00% | −15−83.3% | Reduced |
| WestEnd Advisors, LLC | 3 | $271 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 2 | $181 | 0.00% | −14−87.5% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $91 | 0.00% | +1 | New |
| Clark Wealth Partners | 1 | $91 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $90 | 0.00% | +1 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −479,047−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −455,992−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −169,230−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −142,517−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −132,542−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −119,060−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −111,970−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −115,560−100.0% | Sold out |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −115,109−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −88,608−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −78,944−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −72,304−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −58,266−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −53,187−100.0% | Sold out |
| Opal Capital LLC | 0 | $0 | 0.00% | −53,032−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −40,324−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −33,436−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −31,343−100.0% | Sold out |
| Triveni Capital Investments LP | 0 | $0 | 0.00% | −28,391−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −23,874−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −23,358−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,205−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −20,580−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,439−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,573−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −15,781−100.0% | Sold out |
| Myriad Asset Management Advisors LLC | 0 | $0 | 0.00% | −14,786−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −13,750−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −12,427−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −11,841−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −11,002−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −10,675−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,727−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −9,237−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,450−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,978−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −6,916−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −6,531−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −4,885−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −4,061−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −4,049−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,990−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,821−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −3,078−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,057−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −2,891−100.0% | Sold out |