| Curio Wealth, LLC | 1 | $1.53K | 0.00% | +1 | New |
| Front Row Advisors LLC | 22 | $1.45K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.21K | 0.00% | +10+100.0% | Added |
| Whipplewood Advisors, LLC | 97 | $1.16K | 0.00% | +79+438.9% | Added |
| Wolff Wiese Magana LLC | 16 | $1.03K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $969 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 14 | $905 | 0.00% | −134−90.5% | Reduced |
| Bell Investment Advisors, Inc | 13 | $841 | 0.00% | +2+18.2% | Added |
| Trifecta Capital Advisors, LLC | 12 | $776 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 12 | $776 | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $711 | 0.00% | −13−54.2% | Reduced |
| NVWM, LLC | 10 | $646 | 0.00% | +4+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $582 | 0.00% | −10−52.6% | Reduced |
| Bare Financial Services, Inc | 8 | $517 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 7 | $452 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 6 | $396 | 0.00% | +1+20.0% | Added |
| Guardian Wealth Management, Inc. | 5 | $377 | 0.00% | −4,316−99.9% | Reduced |
| Aspect Partners, LLC | 5 | $323 | 0.00% | −48−90.6% | Reduced |
| Iron Horse Wealth Management, LLC | 5 | $323 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $323 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $290 | 0.00% | +2+66.7% | Added |
| Newbridge Financial Services Group, Inc. | 4 | $263 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $259 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $259 | 0.00% | +4 | New |
| Binnacle Investments Inc | 4 | $259 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 3 | $196 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $194 | 0.00% | +2+200.0% | Added |
| GoalVest Advisory LLC | 3 | $194 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $129 | 0.00% | −1−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $129 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $65 | 0.00% | −19−95.0% | Reduced |
| Bellwether Advisors, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $65 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $65 | 0.00% | +1 | New |
| Asset Dedication, LLC | 0 | $27 | 0.00% | 0 | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,421,647−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −890,659−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −553,122−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −377,048−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −259,769−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −188,726−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −169,186−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −131,186−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −64,788−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −60,996−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −42,172−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −40,945−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −36,525−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −35,726−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −34,476−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −32,534−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −28,799−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −28,491−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −28,525−100.0% | Sold out |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −27,944−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −25,690−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −24,874−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −23,012−100.0% | Sold out |
| M. Kulyk & Associates, LLC | 0 | $0 | 0.00% | −22,646−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −22,035−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −18,687−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,007−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −14,064−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −13,446−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −13,263−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,101−100.0% | Sold out |
| Martin Capital Partners, LLC | 0 | $0 | 0.00% | −11,825−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −10,906−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −10,048−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −9,461−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −9,088−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −8,421−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −7,836−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −7,799−100.0% | Sold out |
| Chesley Taft & Associates LLC | 0 | $0 | 0.00% | −7,795−100.0% | Sold out |
| Provident Investment Management, Inc. | 0 | $0 | 0.00% | −7,263−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −7,281−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,108−100.0% | Sold out |
| Klein Pavlis & Peasley Financial, Inc. | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| Narwhal Capital Management | 0 | $0 | 0.00% | −6,557−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −6,427−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| Strategic Financial Services, Inc, | 0 | $0 | 0.00% | −6,264−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Philip James Wealth Mangement, LLC | 0 | $0 | 0.00% | −5,698−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −5,307−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,227−100.0% | Sold out |