| Cetera Trust Company, N.A | 15 | $7.59K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $6.66K | 0.00% | +2+18.2% | Added |
| Bangor Savings Bank | 13 | $6.58K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $6.58K | 0.00% | +13 | New |
| Delos Wealth Advisors, LLC | 12 | $6.07K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $6.07K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $6.07K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $5.56K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 11 | $5.56K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 10 | $5.06K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $4.58K | 0.00% | +9 | New |
| ESL Trust Services, LLC | 9 | $4.55K | 0.00% | +9 | New |
| Abich Financial Wealth Management LLC | 9 | $4.55K | 0.00% | +9 | New |
| Cedar Wealth Management, LLC | 8 | $4.05K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $4.05K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 7 | $3.54K | 0.00% | −37−84.1% | Reduced |
| JJJ Advisors Inc. | 7 | $3.54K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 7 | $3.54K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $3.54K | 0.00% | +7 | New |
| Contravisory Investment Management, Inc. | 6 | $3.04K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $3.04K | 0.00% | +6 | New |
| Westend Capital Management, LLC | 6 | $3.01K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5 | $2.53K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $2.53K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.53K | 0.00% | −12−70.6% | Reduced |
| Providence Capital Advisors, LLC | 5 | $2.53K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $2.53K | 0.00% | +3+150.0% | Added |
| ClariVest Asset Management LLC | 5 | $2.52K | 0.00% | −5−50.0% | Reduced |
| FPC Investment Advisory, Inc. | 4 | $2.23K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4 | $2.22K | 0.00% | −45−91.8% | Reduced |
| Valued Wealth Advisors LLC | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4 | $2.02K | 0.00% | +4 | New |
| Thomas J. Herzfeld Advisors, Inc. | 4 | $2.02K | 0.00% | +4 | New |
| Frazier Financial Advisors, LLC | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2 | $1.01K | 0.00% | +2 | New |
| Lynx Investment Advisory | 2 | $1.01K | 0.00% | +2 | New |
| Main Street Group, LTD | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $922 | 0.00% | −9−81.8% | Reduced |
| PSI Advisors, LLC | 1 | $506 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| First Command Advisory Services, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −260,866−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −81,598−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −64,309−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −47,901−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −44,050−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −34,548−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −30,201−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −26,546−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −15,715−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −14,240−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −7,358−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −6,299−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Apella Capital, LLC | 0 | $0 | 0.00% | −5,883−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −5,837−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −5,630−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −1,889−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Southport Management, L.L.C. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −477−100.0% | Sold out |