| CBIZ Investment Advisory Services, LLC | 6 | $116 | 0.00% | +6 | New |
| Northwest Bank & Trust Co | 6 | $114 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $96 | 0.00% | −54−91.5% | Reduced |
| South State Corp. | 5 | $96 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $77 | 0.00% | +4 | New |
| Golden State Equity Partners | 4 | $76 | 0.00% | +4 | New |
| Richardson Financial Services Inc. | 3 | $62 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3 | $61 | 0.00% | −10−76.9% | Reduced |
| Fortis Group Advisors, LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2 | $38 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1 | $19 | 0.00% | +1 | New |
| Caitlin John, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 509 | – | – | +509 | New |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −608,096−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −336,829−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −311,209−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −150,531−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −76,248−100.0% | Sold out |
| Kempner Capital Management Inc. | 0 | $0 | 0.00% | −68,361−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −52,234−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −46,869−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −40,433−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −37,127−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −33,643−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −26,529−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −21,372−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −21,150−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −19,791−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −17,397−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −16,180−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −15,564−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −15,495−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −13,758−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −11,473−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −10,877−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −10,857−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,365−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −9,953−100.0% | Sold out |
| Fort Sheridan Advisors LLC | 0 | $0 | 0.00% | −9,915−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −9,745−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −9,669−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −6,502−100.0% | Sold out |
| Cacti Asset Management LLC | 0 | $0 | 0.00% | −3,985−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,704−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| Wesleyan Assurance Society | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |