| Sachetta, LLC | 62 | $5.24K | 0.00% | +3+5.1% | Added |
| Delta Asset Management LLC | 60 | $5.07K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 59 | $4.98K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 55 | $4.68K | 0.00% | +55 | New |
| CNB Bank | 54 | $4.56K | 0.00% | −1−1.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 52 | $4.39K | 0.00% | +13+33.3% | Added |
| Provenance Wealth Advisors, LLC | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $4.18K | 0.00% | −18−26.5% | Reduced |
| NBC Securities, Inc. | 48 | $4.14K | 0.38% | −50,122−99.9% | Reduced |
| Indiana Trust & Investment Management CO | 45 | $3.80K | 0.00% | +45 | New |
| Red Tortoise LLC | 43 | $3.63K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 42 | $3.58K | 0.01% | +42 | New |
| Conquis Financial LLC | 41 | $3.46K | 0.00% | +41 | New |
| FWL Investment Management, LLC | 40 | $3.38K | 0.00% | −55−57.9% | Reduced |
| Global Financial Private Client, LLC | 40 | $3.38K | 0.00% | +8+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 37 | $3.13K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 37 | $3.13K | 0.00% | +37 | New |
| Kestra Investment Management, LLC | 32 | $2.69K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 28 | $2.37K | 0.00% | −5−15.2% | Reduced |
| Clark Wealth Partners | 28 | $2.37K | 0.00% | +28 | New |
| Valued Wealth Advisors LLC | 26 | $2.20K | 0.00% | −6−18.8% | Reduced |
| Highline Wealth Partners LLC | 26 | $2.20K | 0.00% | +17+188.9% | Added |
| WPG Advisers, LLC | 26 | $2.20K | 0.00% | +26 | New |
| WealthTrak Capital Management LLC | 25 | $2.11K | 0.00% | +25 | New |
| Slocum, Gordon & Co LLP | 25 | $2.11K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 22 | $1.86K | 0.00% | +22 | New |
| True Wealth Design, LLC | 19 | $1.61K | 0.00% | +1+5.6% | Added |
| Trifecta Capital Advisors, LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $1.18K | 0.00% | +14 | New |
| TD Capital Management LLC | 13 | $1.11K | 0.00% | +13 | New |
| Medallion Wealth Advisors, LLC | 12 | $988 | 0.00% | +12 | New |
| NewSquare Capital LLC | 11 | $929 | 0.00% | +11 | New |
| Winnow Wealth LLC | 11 | $858 | 0.00% | +11 | New |
| Nova Wealth Management, Inc. | 10 | $845 | 0.00% | +10 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $821 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 7 | $591 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 6 | $507 | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 6 | $507 | 0.00% | +6 | New |
| Sugar Maple Asset Management, LLC | 5 | $422 | 0.00% | +5 | New |
| West Branch Capital LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $169 | 0.00% | +2 | New |
| Synergy Financial Management, LLC | 1 | $49 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | Unchanged |
| ClearBridge Investments Ltd | 0 | $0 | 0.00% | −1,078,807−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −408,805−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −278,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −276,925−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −158,973−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −134,400−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −126,319−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −113,309−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −107,225−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −92,413−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −57,920−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −47,421−100.0% | Sold out |
| Martin Capital Partners, LLC | 0 | $0 | 0.00% | −38,481−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −24,403−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −24,257−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −23,565−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,481−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −17,211−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −14,398−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −13,426−100.0% | Sold out |
| Burford Brothers, Inc. | 0 | $0 | 0.00% | −10,363−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,697−100.0% | Sold out |
| Evergreen Wealth Solutions, LLC | 0 | $0 | 0.00% | −6,862−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −6,273−100.0% | Sold out |
| GenWealth Group, Inc. | 0 | $0 | 0.00% | −6,179−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,978−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,822−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −3,964−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −3,859−100.0% | Sold out |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,355−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Luts & Greenleigh Group, Inc | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Objectivity Squared, LLC | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Towerpoint Wealth, LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Invictus Private Wealth, LLC | 0 | $0 | 0.00% | −2,251−100.0% | Sold out |