| Tower View Investment Management & Research LLC | 8 | $8.48K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $7.42K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7 | $7.42K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 7 | $7.42K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $7.42K | 0.00% | +5+250.0% | Added |
| MPWM Advisory Solutions, LLC | 7 | $7.42K | 0.01% | +7 | New |
| Beaird Harris Wealth Management, LLC | 6 | $6.36K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 6 | $6.36K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 6 | $6.36K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 6 | $6.36K | 0.01% | +6 | New |
| Copia Wealth Management | 6 | $6.36K | 0.01% | +6 | New |
| MCF Advisors LLC | 5 | $5.30K | 0.00% | −1−16.7% | Reduced |
| First Financial Corp | 5 | $5.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $5.30K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $5.30K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 5 | $5.30K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 5 | $5.30K | 0.00% | +5 | New |
| Painted Porch Advisors LLC | 5 | $5.30K | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $5.30K | 0.00% | +5 | New |
| Compass Planning Associates Inc | 5 | $5.30K | 0.01% | +5 | New |
| City Holding Co | 5 | $5.30K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $5.30K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $5.30K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 5 | $5.04K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $5.04K | 0.00% | +5 | New |
| Briaud Financial Planning, Inc | 5 | $5.00K | 0.00% | +5 | New |
| Human Investing LLC | 4 | $4.47K | 0.00% | +4 | New |
| Winnow Wealth LLC | 5 | $4.32K | 0.00% | +5 | New |
| Chapman Financial Group, LLC | 4 | $4.24K | 0.00% | +4 | New |
| PayPay Securities Corp | 4 | $4.24K | 0.18% | −1−20.0% | Reduced |
| Heritage Wealth Advisors | 4 | $4.24K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4 | $4.24K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 4 | $4.24K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 4 | $4.24K | 0.00% | +4 | New |
| Clal Insurance Enterprises Holdings Ltd | 4 | $4.00K | 0.00% | +4 | New |
| Blume Capital Management, Inc. | 3 | $3.18K | 0.00% | −6−66.7% | Reduced |
| Global Financial Private Client, LLC | 3 | $3.18K | 0.00% | −1−25.0% | Reduced |
| Global Wealth Strategies & Associates | 3 | $3.18K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 3 | $3.18K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $3.00K | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 2 | $2.55K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $2.12K | 0.00% | −2−50.0% | Reduced |
| Breakwater Investment Management | 2 | $2.12K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2 | $2.12K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $2.12K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $2.12K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $2.12K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $2.12K | 0.00% | +2 | New |
| Sugar Maple Asset Management, LLC | 2 | $2.12K | 0.00% | +2 | New |
| Wingate Wealth Advisors, Inc. | 2 | $2.12K | 0.00% | +2 | New |
| Capital & Planning, LLC | 2 | $2.12K | 0.00% | +2 | New |
| Catherine Avery Investment Management LLC | 2 | $2.12K | 0.00% | +2 | New |
| NBC Securities, Inc. | 1 | $2.11K | 0.19% | −3,022−100.0% | Reduced |
| PEAK6 LLC | 1 | $1.49K | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $1.06K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1 | $1.06K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $1.06K | 0.00% | −7−87.5% | Reduced |
| Aspect Partners, LLC | 1 | $1.06K | 0.00% | −2−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $1.06K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $1.06K | 0.00% | +1 | New |
| HBC Financial Services, PLLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −295,050−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −34,671−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −23,247−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,712−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −16,165−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| Grafton Street Partners Fund, LP | 0 | $0 | 0.00% | −7,214−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −3,137−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −94,389−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Heritage Oak Wealth Advisors LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Blake Schutter Theil Wealth Advisors, LLC | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Hillman Capital Management, Inc. | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Financial Advisory Partners, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Kennedy Investment Group | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −286−100.0% | Sold out |