| Morse Asset Management, Inc | 10 | $5.38K | 0.00% | +10 | New |
| Truvestments Capital LLC | 10 | $5.38K | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 9 | $4.84K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $4.84K | 0.00% | −2−18.2% | Reduced |
| Reston Wealth Management LLC | 9 | $4.84K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $4.31K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 8 | $4.31K | 0.00% | +8 | New |
| C M Bidwell & Associates Ltd | 7 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $3.77K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $3.51K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $3.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.23K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6 | $3.23K | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 6 | $3.23K | 0.00% | +6 | New |
| Granite FO LLC | 6 | $3.23K | 0.00% | +6 | New |
| Bellevue Asset Management, LLC | 6 | $3.23K | 0.00% | +2+50.0% | Added |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $3.00K | 0.00% | +1+20.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5 | $2.85K | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 5 | $2.69K | 0.00% | −13−72.2% | Reduced |
| Key Financial Inc | 5 | $2.69K | 0.00% | +5 | New |
| TD Capital Management LLC | 4 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $2.15K | 0.00% | −18−81.8% | Reduced |
| Sachetta, LLC | 4 | $2.15K | 0.00% | −11−73.3% | Reduced |
| Tacita Capital Inc | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| TFC Financial Management | 3 | $1.61K | 0.00% | −1−25.0% | Reduced |
| Washington Trust Co | 3 | $1.61K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 3 | $1.61K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.45K | 0.00% | −10−76.9% | Reduced |
| Highline Wealth Partners LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $1.08K | 0.00% | −139−98.6% | Reduced |
| True Wealth Design, LLC | 2 | $1.08K | 0.00% | −1−33.3% | Reduced |
| Valued Wealth Advisors LLC | 2 | $1.08K | 0.00% | −1−33.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $1.08K | 0.00% | −1−33.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2 | $1.08K | 0.00% | +2 | New |
| Grove Bank & Trust | 2 | $1.08K | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $1.08K | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $539 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $539 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1 | $539 | 0.00% | +1 | New |
| Zions Bancorporation, N.A. | 1 | $538 | 0.00% | −4−80.0% | Reduced |
| Annapolis Financial Services, LLC | 1 | $297 | 0.00% | +1 | New |
| West Branch Capital LLC | 0 | $76 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Jennison Associates LLC | 0 | $0 | 0.00% | −149,700−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −19,908−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −18,206−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −11,455−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,308−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −5,562−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,496−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,641−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −1,664−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| One Wealth Management Investment & Advisory Services, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |