| Manchester Capital Management LLC | 100 | $5.71K | 0.00% | −500−83.3% | Reduced |
| Tradewinds Capital Management, LLC | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $5.71K | 0.00% | +100 | New |
| West Branch Capital LLC | 98 | $5.60K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $5.31K | 0.00% | +93 | New |
| Clearstead Advisors, LLC | 87 | $4.97K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 82 | $4.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 80 | $4.57K | 0.00% | +16+25.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $4.40K | 0.00% | −22−22.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $4.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 70 | $4.13K | 0.00% | +70 | New |
| Robinswood Financial LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 69 | $3.94K | 0.00% | +69 | New |
| TruNorth Capital Management, LLC | 68 | $3.89K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 66 | $3.82K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 65 | $3.71K | 0.00% | +65 | New |
| Main Street Group, LTD | 61 | $3.50K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 59 | $3.37K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 58 | $3.31K | 0.00% | +32+123.1% | Added |
| Iron Horse Wealth Management, LLC | 55 | $3.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $3.09K | 0.00% | +1+2.0% | Added |
| Trust Co | 46 | $2.63K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 44 | $2.51K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 42 | $2.40K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $2.40K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 38 | $2.17K | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 36 | $2.06K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $2.00K | 0.00% | +19+95.0% | Added |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 34 | $2.00K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 32 | $1.83K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 31 | $1.77K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $1.72K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 29 | $1.66K | 0.00% | +24+480.0% | Added |
| Fairscale Capital, LLC | 28 | $1.65K | 0.00% | +28 | New |
| JJJ Advisors Inc. | 28 | $1.60K | 0.00% | −350−92.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 28 | $1.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 27 | $1.54K | 0.00% | +9+50.0% | Added |
| Lynx Investment Advisory | 24 | $1.37K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.31K | 0.00% | +5+27.8% | Added |
| Kozak & Associates, Inc. | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $1.14K | 0.00% | −230−92.0% | Reduced |
| Planning Capital Management Corp | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18 | $1.03K | 0.00% | +5+38.5% | Added |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | −15−37.5% | Reduced |
| Lazard Asset Management LLC | 27 | $1.00K | 0.00% | +27 | New |
| West Paces Advisors Inc. | 17 | $971 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 17 | $971 | 0.00% | +17 | New |
| Dunhill Financial, LLC | 17 | $961 | 0.00% | −10−37.0% | Reduced |
| Wolff Wiese Magana LLC | 16 | $915 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 16 | $914 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $800 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 13 | $743 | 0.00% | −4−23.5% | Reduced |
| Core Alternative Capital | 11 | $629 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $629 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 10 | $587 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $571 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $514 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 7 | $400 | 0.00% | +7 | New |
| Unique Wealth Strategies, LLC | 5 | $294 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 3 | $172 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $114 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 0 | $10 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $10 | 0.00% | 0 | New |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −927,806−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −793,712−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −777,225−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −590,154−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −392,565−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −274,274−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −130,700−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −128,156−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −108,579−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −102,518−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −74,813−100.0% | Sold out |
| Lumbard & Kellner, LLC | 0 | $0 | 0.00% | −67,137−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −64,954−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −63,393−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −59,189−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −40,841−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −34,144−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −31,725−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −29,187−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −26,936−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −26,755−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,458−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −22,580−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −19,070−100.0% | Sold out |
| Retirement Planning Group | 0 | $0 | 0.00% | −17,750−100.0% | Sold out |