| Delta Asset Management LLC | 54 | $2.13K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $1.97K | 0.00% | +53 | New |
| UMA Financial Services, Inc. | 47 | $1.85K | 0.00% | +15+46.9% | Added |
| Farmers & Merchants Investments Inc | 45 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 45 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 40 | $1.58K | 0.00% | −206−83.7% | Reduced |
| Owl Creek Wealth Partners LLC | 40 | $1.58K | 0.00% | +40 | New |
| Quent Capital, LLC | 32 | $1.26K | 0.00% | −171−84.2% | Reduced |
| Kilter Group LLC | 29 | $1.14K | 0.00% | +29 | New |
| Bradley & Co. Private Wealth Management, LLC | 29 | $1.14K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 27 | $1.06K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $1.02K | 0.00% | +25+2,500.0% | Added |
| Avion Wealth | 26 | $1.00K | 0.00% | +26 | New |
| Asset Dedication, LLC | 22 | $868 | 0.00% | +22 | New |
| MV Capital Management, Inc. | 21 | $828 | 0.00% | −35−62.5% | Reduced |
| Creative Financial Designs Inc | 21 | $828 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 21 | $828 | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 21 | $791 | 0.00% | +21 | New |
| C M Bidwell & Associates Ltd | 20 | $788 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 17 | $670 | 0.00% | −65−79.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 16 | $631 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 15 | $591 | 0.00% | +15 | New |
| Centennial Bank | 14 | $552 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $512 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 12 | $474 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 12 | $473 | 0.00% | −3−20.0% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $473 | 0.00% | +6+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 11 | $434 | 0.00% | +11 | New |
| West Financial Advisors, LLC | 10 | $395 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $394 | 0.00% | −135−93.1% | Reduced |
| Coastline Trust Co | 9 | $355 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $355 | 0.00% | +5+125.0% | Added |
| Cherry Tree Wealth Management, LLC | 8 | $316 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 8 | $315 | 0.00% | +8 | New |
| Hilton Head Capital Partners, LLC | 7 | $276 | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 6 | $237 | 0.00% | 00.0% | Unchanged |
| Bayban | 6 | $237 | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 6 | $237 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 6 | $236 | 0.00% | +6 | New |
| Tounjian Advisory Partners, LLC | 4 | $161 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $158 | 0.00% | −14−77.8% | Reduced |
| HFM Investment Advisors, LLC | 3 | $119 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $118 | 0.00% | −7−70.0% | Reduced |
| WPG Advisers, LLC | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $95 | 0.00% | −98−98.0% | Reduced |
| West Paces Advisors Inc. | 2 | $79 | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 2 | $79 | 0.00% | +2 | New |
| Collier Financial | 1 | $51 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $41 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $40 | 0.00% | −2−66.7% | Reduced |
| American Capital Advisory, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $39 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $39 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $39 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $38 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 252 | – | – | +252 | New |
| Action Point Financial Planning, LLC | 34 | – | – | +34 | New |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −1,201,993−100.0% | Sold out |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −593,200−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −318,444−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −180,744−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −158,465−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −153,722−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −142,376−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −115,850−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −96,250−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −88,555−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −71,276−100.0% | Sold out |
| Truffle Hound Capital, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Baypointe Partners LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −49,175−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −41,806−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −41,545−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −33,281−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −32,031−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −28,258−100.0% | Sold out |
| Harvest Investment Advisors, LLC | 0 | $0 | 0.00% | −28,105−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −19,131−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −6,481−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −17,576−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −17,413−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −16,103−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −15,886−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −15,627−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −15,237−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −14,768−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −13,646−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −12,185−100.0% | Sold out |