| Compagnie Lombard Odier SCmA | 10 | $792 | 0.00% | +10 | New |
| Centennial Bank | 9 | $713 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9 | $713 | 0.00% | +9 | New |
| Johnson Financial Group, Inc. | 8 | $634 | 0.00% | −2,400−99.7% | Reduced |
| Sofos Investments, Inc. | 8 | $634 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $634 | 0.00% | +8 | New |
| West Branch Capital LLC | 8 | $634 | 0.00% | +8 | New |
| Clayton Financial Group LLC | 8 | $634 | 0.00% | +8 | New |
| Westside Investment Management, Inc. | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 7 | $555 | 0.00% | +7 | New |
| Breakwater Investment Management | 7 | $555 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $555 | 0.00% | +7 | New |
| Nvest Wealth Strategies, Inc. | 7 | $555 | 0.00% | +7 | New |
| Caitlin John, LLC | 6 | $475 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $475 | 0.00% | +5+500.0% | Added |
| Estate Planners Group, LLC | 6 | $475 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $460 | 0.00% | −9−60.0% | Reduced |
| Evelyn Partners Investment Management LLP | 5 | $396 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $396 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 5 | $396 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $317 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $317 | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $240 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $238 | 0.00% | −2−40.0% | Reduced |
| Financial Management Professionals, Inc. | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 3 | $238 | 0.00% | +3 | New |
| United Financial Planning Group LLC | 3 | $238 | 0.00% | +3 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $158 | 0.00% | −3−60.0% | Reduced |
| Morse Asset Management, Inc | 2 | $158 | 0.00% | −2−50.0% | Reduced |
| First Financial Corp | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 2 | $158 | 0.00% | +2 | New |
| WPG Advisers, LLC | 1 | $79 | 0.00% | −12−92.3% | Reduced |
| United Community Bank | 1 | $79 | 0.00% | −2−66.7% | Reduced |
| NVWM, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $79 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −292,622−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −89,975−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −80,975−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −67,056−100.0% | Sold out |
| Sector Gamma AS | 0 | $0 | 0.00% | −59,259−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −33,861−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −30,010−100.0% | Sold out |
| Keystone Financial Planning, Inc. | 0 | $0 | 0.00% | −15,554−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,209−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Nichols & Pratt Advisers LLP | 0 | $0 | 0.00% | −4,564−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −3,893−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −3,511−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −3,034−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Clifford Swan Investment Counsel LLC | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| Petros Family Wealth, LLC | 0 | $0 | 0.00% | −2,913−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −1,737−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Keener Financial Planning LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |