| Raleigh Capital Management Inc. | 10 | $13.1K | 0.01% | +1+11.1% | Added |
| Financial Management Professionals, Inc. | 10 | $13.0K | 0.00% | −2−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $11.8K | 0.00% | −1−10.0% | Reduced |
| Zions Bancorporation, N.A. | 9 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9 | $11.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $10.0K | 0.00% | −13−68.4% | Reduced |
| TFC Financial Management | 7 | $9.18K | 0.00% | −63−90.0% | Reduced |
| MV Capital Management, Inc. | 7 | $9.18K | 0.00% | −1−12.5% | Reduced |
| MCF Advisors LLC | 7 | $9.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $9.18K | 0.00% | −9−56.3% | Reduced |
| Eagle Bay Advisors LLC | 7 | $9.18K | 0.01% | −2−22.2% | Reduced |
| Hillsdale Investment Management Inc. | 7 | $9.18K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $9.18K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 7 | $9.18K | 0.00% | +7 | New |
| GW&K Investment Management, LLC | 6 | $8.00K | 0.00% | +6 | New |
| Bourgeon Capital Management LLC | 5 | $6.56K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $6.56K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $6.56K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $6.56K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 1,312 | $6.22K | 0.03% | −218−14.2% | Reduced |
| Farther Finance Advisors, LLC | 4 | $5.25K | 0.00% | −2−33.3% | Reduced |
| SJS Investment Consulting Inc. | 4 | $5.25K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4 | $5.25K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 4 | $5.25K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $5.25K | 0.00% | +2+100.0% | Added |
| PFS Partners, LLC | 4 | $5.25K | 0.00% | +4 | New |
| Group One Trading, L.P. | 3 | $3.94K | 0.00% | −321−99.1% | Reduced |
| Baker Avenue Asset Management, LP | 3 | $3.94K | 0.00% | −1−25.0% | Reduced |
| JJJ Advisors Inc. | 3 | $3.94K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3 | $3.94K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $3.94K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $3.48K | 0.00% | +3 | New |
| Tyler-Stone Wealth Management | 2 | $3.00K | 0.00% | +2 | New |
| Nalls Sherbakoff Group, LLC | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $2.62K | 0.00% | −26−92.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.62K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $2.62K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $2.62K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $2.62K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $2.62K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $2.62K | 0.00% | +2 | New |
| Independence Bank of Kentucky | 2 | $2.62K | 0.00% | +2 | New |
| Fiduciary Alliance LLC | 2 | $2.62K | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 1 | $1.31K | 0.00% | −25−96.2% | Reduced |
| Evermay Wealth Management LLC | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $1.31K | 0.00% | +1 | New |
| Headlands Technologies LLC | 1 | $1.31K | 0.00% | +1 | New |
| VisionPoint Advisory Group, LLC | 1 | $1.31K | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $1.00K | 0.00% | +1 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1 | $1.00K | 0.00% | +1 | New |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −70,431−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −36,746−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −9,351−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −6,532−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −2,797−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,089−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| FSM Wealth Advisors, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |