| Hughes Financial Services, LLC | 37 | $2.26K | 0.00% | +13+54.2% | Added |
| Operose Advisors LLC | 36 | $2.20K | 0.00% | +36 | New |
| IMG Wealth Management, Inc. | 35 | $2.14K | 0.00% | −15−30.0% | Reduced |
| Silicon Valley Capital Partners | 34 | $2.10K | 0.00% | +34 | New |
| POM Investment Strategies, LLC | 32 | $1.96K | 0.00% | +32 | New |
| GHP Investment Advisors, Inc. | 29 | $1.77K | 0.00% | +8+38.1% | Added |
| Quaker Wealth Management, LLC | 27 | $1.65K | 0.00% | −3−10.0% | Reduced |
| ZRC Wealth Management, LLC | 26 | $1.59K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 26 | $1.59K | 0.00% | +26 | New |
| Valued Wealth Advisors LLC | 25 | $1.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.53K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 25 | $1.53K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 25 | $1.53K | 0.00% | +25 | New |
| Portus Wealth Advisors, LLC | 25 | $1.53K | 0.00% | +25 | New |
| Arcadia Investment Management Corp | 24 | $1.49K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $1.47K | 0.00% | +11+84.6% | Added |
| Arlington Trust Co LLC | 24 | $1.47K | 0.00% | +24 | New |
| Pacific Center for Financial Services | 23 | $1.41K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $1.41K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 23 | $1.38K | 0.00% | +1+4.5% | Added |
| United Community Bank | 22 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 20 | $1.21K | 0.00% | +1+5.3% | Added |
| Vanguard Advisers Inc | 19 | $1.16K | 0.00% | +19 | New |
| Ballast Advisors LLC | 19 | $1.16K | 0.00% | +19 | New |
| DHJJ Financial Advisors, Ltd. | 18 | $1.10K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 16 | $1.00K | 0.00% | +16 | New |
| Stone House Investment Management, LLC | 16 | $979 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 16 | $979 | 0.00% | +11+220.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $918 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $857 | 0.00% | +1+7.7% | Added |
| Clarity Asset Management, Inc. | 14 | $851 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $612 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $612 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 9 | $551 | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 8 | $490 | 0.00% | −54−87.1% | Reduced |
| Rialto Wealth Management, LLC | 8 | $490 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 7 | $428 | 0.00% | −5−41.7% | Reduced |
| Frazier Financial Advisors, LLC | 6 | $368 | 0.00% | +6 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5 | $306 | 0.00% | −23−82.1% | Reduced |
| Napier Financial, LLC | 4 | $245 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 4 | $245 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 3 | $184 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $184 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $123 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1 | $61 | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 0 | $59 | 0.00% | 0 | Unchanged |
| Albion Financial Group | 0 | $14 | 0.00% | −393−100.0% | Reduced |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −2,004,065−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −1,895,302−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −416,500−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −189,190−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −162,350−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −114,146−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −68,742−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −56,784−100.0% | Sold out |
| Osmosis Investment Management UK Ltd | 0 | $0 | 0.00% | −51,046−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −50,393−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −46,061−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −37,189−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −34,248−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −29,561−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −22,237−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,067−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −22,025−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −17,117−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −14,579−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −14,273−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,303−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,119−100.0% | Sold out |
| SMH Capital Advisors Inc | 0 | $0 | 0.00% | −7,699−100.0% | Sold out |
| Sovran Advisors, LLC | 0 | $0 | 0.00% | −6,881−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −7,027−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| First County Bank | 0 | $0 | 0.00% | −5,468−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −5,466−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,158−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| TCFG Wealth Management, LLC | 0 | $0 | 0.00% | −4,763−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| Atlantic Family Wealth, LLC | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −4,178−100.0% | Sold out |
| Brucke Financial, Inc. | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −3,985−100.0% | Sold out |
| Barr E S & Co | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −3,628−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,579−100.0% | Sold out |
| Strive Financial Group ,LLC | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| Safe Harbor Fiduciary, LLC | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |