| Sunrise Financial Services, LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.77K | 0.00% | −2−20.0% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.77K | 0.00% | −11−57.9% | Reduced |
| Salomon & Ludwin, LLC | 8 | $1.75K | 0.00% | −28−77.8% | Reduced |
| Financial Perspectives, Inc | 7 | $1.64K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.56K | 0.00% | −1−12.5% | Reduced |
| Bogart Wealth, LLC | 7 | $1.55K | 0.00% | −2−22.2% | Reduced |
| Clayton Financial Group LLC | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $1.55K | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 6 | $1.33K | 0.00% | +1+20.0% | Added |
| Vermillion Wealth Management, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| Wall Street Financial Group, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 5 | $1.11K | 0.00% | −20−80.0% | Reduced |
| North Star Investment Management Corp. | 5 | $1.11K | 0.00% | −5−50.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 5 | $1.11K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.11K | 0.00% | +1+25.0% | Added |
| 1015 Capital Partners, LLC | 5 | $1.11K | 0.00% | +1+25.0% | Added |
| Bare Financial Services, Inc | 5 | $1.10K | 0.00% | −9−64.3% | Reduced |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4 | $896 | 0.00% | −41−91.1% | Reduced |
| Hughes Financial Services, LLC | 4 | $885 | 0.00% | −2−33.3% | Reduced |
| Davis Capital Management | 4 | $885 | 0.00% | +3+300.0% | Added |
| Sachetta, LLC | 3 | $664 | 0.00% | −2−40.0% | Reduced |
| American Capital Advisory, LLC | 3 | $664 | 0.00% | −1−25.0% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $664 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $663 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $663 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $663 | 0.00% | +1+50.0% | Added |
| Optiver Holding B.V. | 3 | $663 | 0.00% | +3 | New |
| South State Corp. | 2 | $443 | 0.00% | −14−87.5% | Reduced |
| Seneschal Advisors, LLC | 2 | $443 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $442 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $222 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $222 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $221 | 0.00% | −7−87.5% | Reduced |
| IMA Wealth, Inc. | 1 | $221 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 1 | $221 | 0.00% | +1 | New |
| TIAA Wealth Investment Management LLC | 1 | $221 | 0.00% | +1 | New |
| Silicon Valley Capital Partners | 0 | $1 | 0.00% | 0 | New |
| Avion Wealth | 4 | $0 | 0.00% | −12−75.0% | Reduced |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −209,276−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −205,936−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −139,441−100.0% | Sold out |
| Defilade Capital Management, L.P. | 0 | $0 | 0.00% | −135,307−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −37,295−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −33,628−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −25,679−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −24,808−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −22,093−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −18,408−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −15,155−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −14,247−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −12,386−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,822−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −7,624−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,304−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −6,395−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −6,164−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −6,035−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −5,016−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Granite Harbor Advisors, Inc. | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Wealth Intelligence, LLC | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Jackson Thornton Asset Management, LLC | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,734−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Generali Investments, Management Co LLC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |