| Carolinas Wealth Consulting LLC | 70 | $14.0K | 0.00% | +1+1.4% | Added |
| High Net Worth Advisory Group LLC | 66 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 70 | $14.0K | 0.00% | +45+180.0% | Added |
| Raffa Wealth Management, LLC | 57 | $11.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 57 | $11.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $11.0K | 0.01% | −11−18.0% | Reduced |
| Center for Financial Planning, Inc. | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $9.00K | 0.01% | −6−11.8% | Reduced |
| Westchester Capital Management, Inc. | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 45 | $9.00K | 0.00% | +45 | New |
| Colonial Trust Co | 44 | $9.00K | 0.00% | +44 | New |
| Tortoise Investment Management, LLC | 39 | $8.00K | 0.00% | +9+30.0% | Added |
| Bell Investment Advisors, Inc | 34 | $7.00K | 0.00% | −70−67.3% | Reduced |
| Essex Investment Management Co LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $7.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 33 | $7.00K | 0.01% | +1+3.1% | Added |
| HighMark Wealth Management LLC | 34 | $7.00K | 0.01% | +13+61.9% | Added |
| HHM Wealth Advisors, LLC | 30 | $6.00K | 0.00% | −795−96.4% | Reduced |
| BerganKDV Wealth Management, LLC | 29 | $6.00K | 0.00% | −55−65.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 30 | $6.00K | 0.00% | −8−21.1% | Reduced |
| Front Row Advisors LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $6.00K | 0.00% | +22+275.0% | Added |
| Abound Wealth Management | 28 | $5.74K | 0.00% | +28 | New |
| Birch Capital Management, LLC | 25 | $5.13K | 0.00% | +25 | New |
| Exchange Traded Concepts, LLC | 25 | $5.00K | 0.00% | −10−28.6% | Reduced |
| Ellis Investment Partners, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $5.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $5.00K | 0.00% | +2+9.1% | Added |
| JJJ Advisors Inc. | 22 | $5.00K | 0.00% | +19+633.3% | Added |
| Eagle Bay Advisors LLC | 18 | $4.00K | 0.00% | −10−35.7% | Reduced |
| Rise Advisors, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 18 | $4.00K | 0.00% | +18 | New |
| Raleigh Capital Management Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Laffer Tengler Investments | 12 | $2.46K | 0.00% | +12 | New |
| Money Concepts Capital Corp | 12 | $2.00K | 0.00% | −72−85.7% | Reduced |
| Winch Advisory Services, LLC | 12 | $2.00K | 0.00% | −12−50.0% | Reduced |
| Tompkins Financial Corp | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $2.00K | 0.00% | +6+200.0% | Added |
| McClarren Financial Advisors, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Joseph Group Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $1.00K | 0.00% | +3 | New |
| Cary Street Partners Asset Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| New Millennium Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Absolute Capital Management, LLC | 2 | $416 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| EdgeRock Capital LLC | 1 | $0 | 0.00% | +1 | New |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −1,299,234−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −306,072−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −134,649−100.0% | Sold out |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −117,331−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −81,832−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −62,336−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −44,600−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −34,543−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −29,171−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −27,383−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −21,814−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −21,089−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −18,599−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,584−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −28,942−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −16,503−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −16,215−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,462−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,988−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −9,846−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −8,729−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,006−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −6,350−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −6,137−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Hudson Canyon Capital Management | 0 | $0 | 0.00% | −5,775−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,913−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −4,022−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,831−100.0% | Sold out |
