| Salomon & Ludwin, LLC | 4 | $2.82K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $2.82K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 4 | $2.82K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $2.82K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 4 | $2.82K | 0.12% | +4 | New |
| Painted Porch Advisors LLC | 4 | $2.82K | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 3 | $2.11K | 0.00% | +3 | New |
| Richardson Financial Services Inc. | 3 | $2.11K | 0.00% | −3−50.0% | Reduced |
| TruNorth Capital Management, LLC | 3 | $2.11K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $2.11K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $2.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $2.11K | 0.00% | +1+50.0% | Added |
| Barrett & Company, Inc. | 3 | $2.11K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $2.11K | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $2.11K | 0.00% | +3 | New |
| Navigoe, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Wood Tarver Financial Group, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Financial Life Planners | 2 | $1.42K | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 2 | $1.41K | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $1.41K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $1.41K | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $1.41K | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $1.41K | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $907 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $705 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $705 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $704 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $704 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $704 | 0.00% | +1 | New |
| Wingate Wealth Advisors, Inc. | 1 | $704 | 0.00% | +1 | New |
| MPWM Advisory Solutions, LLC | 1 | $704 | 0.00% | +1 | New |
| WPG Advisers, LLC | 1 | $704 | 0.00% | +1 | New |
| PEAK6 LLC | 1 | $687 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 0 | $64 | 0.00% | 0 | New |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −16,681−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −8,333−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −8,133−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −7,737−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −6,209−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −6,187−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −6,284−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −6,016−100.0% | Sold out |
| Jensen Investment Management Inc | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −4,259−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −4,023−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,829−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Swisher Financial Concepts, Inc. | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Edmp, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Encompass Wealth Advisors, LLC | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Camden National Bank | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Mogy Joel R Investment Counsel Inc | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Buckhead Capital Management LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |