| North Star Investment Management Corp. | 9 | $2.17K | 0.00% | +9 | New |
| Wealth Enhancement Trust Services, Inc. | 9 | $2.17K | 0.00% | +9 | New |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 8 | $1.93K | 0.00% | +8 | New |
| Whittier Trust Co of Nevada Inc | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.45K | 0.00% | +1+20.0% | Added |
| NVWM, LLC | 6 | $1.45K | 0.00% | +1+20.0% | Added |
| Dogwood Wealth Management LLC | 6 | $1.45K | 0.00% | +1+20.0% | Added |
| Quattro Advisors LLC | 5 | $1.21K | 0.00% | +5 | New |
| Addison Advisors LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $1.20K | 0.00% | −2,017−99.8% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $1.20K | 0.00% | −1,333−99.6% | Reduced |
| Investors Portfolio Services LLC | 4 | $1.02K | 0.00% | +4 | New |
| T. Rowe Price Investment Management, Inc. | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| American Capital Advisory, LLC | 4 | $964 | 0.00% | +1+33.3% | Added |
| SHP Wealth Management | 4 | $964 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 4 | $963 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $963 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $963 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $963 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 3 | $723 | 0.00% | −9−75.0% | Reduced |
| United Community Bank | 3 | $723 | 0.00% | −4−57.1% | Reduced |
| HFM Investment Advisors, LLC | 3 | $723 | 0.00% | −1−25.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $723 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $723 | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $723 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 2 | $569 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $482 | 0.00% | −3−60.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2 | $482 | 0.00% | −2−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 2 | $482 | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $482 | 0.00% | +1+100.0% | Added |
| Chilton Capital Management LLC | 2 | $482 | 0.00% | +2 | New |
| Trust Co | 2 | $482 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $482 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $482 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $438 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1 | $241 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $241 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −537−99.8% | Reduced |
| Ogorek Anthony Joseph | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,647−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −310,987−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −142,863−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −138,375−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −84,120−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −70,978−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −42,531−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −20,686−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,033−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −11,474−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,706−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −7,758−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,415−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −6,222−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,806−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −40,277−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| Hershey Financial Advisers, LLC | 0 | $0 | 0.00% | −4,472−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,318−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −4,084−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,897−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,816−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| KFG Wealth Management, LLC | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −910−100.0% | Sold out |