| TFC Financial Management | 8 | $5.83K | 0.00% | −2−20.0% | Reduced |
| Aspect Partners, LLC | 8 | $5.83K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 8 | $5.83K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 8 | $5.83K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 8 | $5.83K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $5.29K | 0.00% | +6+600.0% | Added |
| Bogart Wealth, LLC | 7 | $5.10K | 0.00% | −147−95.5% | Reduced |
| Quaker Wealth Management, LLC | 7 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $5.10K | 0.00% | +1+16.7% | Added |
| Southern Michigan Bank & Trust | 7 | $5.10K | 0.00% | +7 | New |
| Fountainhead AM, LLC | 7 | $5.10K | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $5.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $4.39K | 0.00% | +1+20.0% | Added |
| Independence Bank of Kentucky | 6 | $4.37K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 6 | $4.37K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $4.37K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 6 | $4.37K | 0.00% | +1+20.0% | Added |
| Strategic Wealth Advisors LLC | 6 | $4.00K | 0.00% | +6 | New |
| Washington Trust Advisors, Inc. | 5 | $3.71K | 0.00% | +5 | New |
| Tiaa Trust, National Association | 5 | $3.64K | 0.00% | −1,867−99.7% | Reduced |
| J.Safra Asset Management Corp | 5 | $3.64K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 5 | $3.64K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 5 | $3.64K | 0.00% | +5 | New |
| Burk Holdings LLC | 5 | $3.64K | 0.00% | +5 | New |
| Salomon & Ludwin, LLC | 4 | $2.93K | 0.00% | −27−87.1% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $2.92K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4 | $2.92K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $2.92K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4 | $2.91K | 0.00% | −5−55.6% | Reduced |
| 1015 Capital Partners, LLC | 4 | $2.91K | 0.00% | −1−20.0% | Reduced |
| NVWM, LLC | 4 | $2.91K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 4 | $2.91K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $2.91K | 0.00% | +4 | New |
| Vanguard National Trust Co | 4 | $2.91K | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $2.19K | 0.00% | −4−57.1% | Reduced |
| Barrett & Company, Inc. | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $2.19K | 0.00% | +2+200.0% | Added |
| Whipplewood Advisors, LLC | 3 | $2.19K | 0.00% | +3 | New |
| Piscataqua Savings Bank | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $1.55K | 0.05% | −13−86.7% | Reduced |
| Financial Life Planners | 2 | $1.49K | 0.00% | +2 | New |
| Marquette Asset Management, LLC | 2 | $1.46K | 0.00% | −3−60.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2 | $1.46K | 0.00% | −16−88.9% | Reduced |
| Phillip James Consulting Co. | 1 | $1.00K | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 1 | $940 | 0.00% | −1−50.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $731 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $730 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $729 | 0.00% | −3−75.0% | Reduced |
| ZRC Wealth Management, LLC | 1 | $729 | 0.00% | −2−66.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1 | $729 | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 1 | $729 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $729 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $729 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1 | $729 | 0.00% | +1 | New |
| Vision Retirement, LLC | 1 | $729 | 0.00% | +1 | New |
| PEAK6 LLC | 1 | $582 | 0.00% | −5,642−100.0% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −79,354−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −66,924−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −52,801−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −35,677−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −28,140−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −26,964−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −23,110−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −18,075−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,538−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,367−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −15,602−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Spinecap SAS | 0 | $0 | 0.00% | −12,029−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,475−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −10,663−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −8,789−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −8,657−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −8,401−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,381−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,420−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −4,080−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −4,029−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −2,839−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |