| Ogorek Anthony Joseph | 14 | $1.00K | 0.00% | +14 | New |
| Spire Wealth Management | 11 | $991 | 0.00% | −27−71.1% | Reduced |
| Burkett Financial Services, LLC | 10 | $919 | 0.00% | +10 | New |
| West Financial Advisors, LLC | 10 | $902 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $902 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 10 | $901 | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 9 | $811 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $722 | 0.00% | +8 | New |
| Cherry Tree Wealth Management, LLC | 8 | $722 | 0.00% | +8 | New |
| Bellwether Advisors, LLC | 8 | $721 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $631 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $541 | 0.00% | −42−87.5% | Reduced |
| Assetmark, Inc | 5 | $487 | 0.00% | −74−93.7% | Reduced |
| Bruce G. Allen Investments, LLC | 5 | $451 | 0.00% | −13−72.2% | Reduced |
| West Paces Advisors Inc. | 5 | $451 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 5 | $451 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $407 | 0.00% | −2−28.6% | Reduced |
| Cornerstone Planning Group LLC | 5 | $389 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $361 | 0.00% | −17−81.0% | Reduced |
| Capital A Wealth Management, LLC | 4 | $361 | 0.00% | +2+100.0% | Added |
| Motco | 4 | $361 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 4 | $361 | 0.00% | +4 | New |
| Larson Financial Group LLC | 3 | $270 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $270 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $181 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $181 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $180 | 0.00% | +2 | New |
| Binnacle Investments Inc | 2 | $180 | 0.00% | +2 | New |
| Collier Financial | 1 | $111 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $91 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $90 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Curio Wealth, LLC | 1 | – | – | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −96,741−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −90,052−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −70,473−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −63,548−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −59,046−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −48,882−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −16,523−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −10,465−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,594−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,379−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −7,587−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −4,354−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,565−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,562−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| Loudon Investment Management, LLC | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −2,991−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| First City Capital Management, Inc. | 0 | $0 | 0.00% | −2,235−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,068−100.0% | Sold out |
| IVC Wealth Advisors LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Crestmont Private Wealth LLC | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Freestate Advisors LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Community Financial Services Group, LLC | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |