| DiNuzzo Private Wealth, Inc. | 7 | $2.04K | 0.00% | −4−36.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $2.04K | 0.00% | +7 | New |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $1.56K | 0.00% | +2+66.7% | Added |
| Cape Investment Advisory, Inc. | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $1.46K | 0.00% | +5 | New |
| TFC Financial Management | 4 | $1.17K | 0.00% | +1+33.3% | Added |
| Cassady Schiller Wealth Management, LLC | 4 | $1.16K | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $874 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 3 | $873 | 0.00% | −26−89.7% | Reduced |
| Raffa Wealth Management, LLC | 3 | $873 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $873 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $873 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3 | $873 | 0.00% | +3 | New |
| WPG Advisers, LLC | 3 | $873 | 0.00% | +3 | New |
| J.Safra Asset Management Corp | 3 | $868 | 0.00% | +1+50.0% | Added |
| NBC Securities, Inc. | 2 | $655 | 0.06% | −2,096−99.9% | Reduced |
| Prestige Wealth Management Group LLC | 2 | $583 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $583 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $583 | 0.00% | +2 | New |
| NVWM, LLC | 2 | $582 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $582 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $582 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $582 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $344 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 1 | $292 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $292 | 0.00% | +1 | New |
| Country Trust Bank | 1 | $291 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $291 | 0.00% | +1 | New |
| Bokf, NA | 1 | $286 | 0.00% | 00.0% | Unchanged |
| 8 Knots Management, LLC | 0 | $0 | 0.00% | −277,677−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −144,400−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −63,402−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −58,785−100.0% | Sold out |
| First Light Asset Management, LLC | 0 | $0 | 0.00% | −26,528−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −19,132−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −19,367−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −11,573−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −10,588−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −8,964−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,752−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −6,894−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,126−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −5,893−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −3,784−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −2,821−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −13,687−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |