| Newbridge Financial Services Group, Inc. | 100 | $10.2K | 0.00% | −23−18.7% | Reduced |
| Palouse Capital Management, Inc. | 100 | $10.2K | 0.01% | +100 | New |
| Chilton Capital Management LLC | 100 | $10.2K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 92 | $9.40K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 89 | $9.10K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $8.88K | 0.00% | +6+7.1% | Added |
| AdvisorNet Financial, Inc | 85 | $8.71K | 0.00% | −2−2.3% | Reduced |
| SJS Investment Consulting Inc. | 82 | $8.38K | 0.00% | +1+1.2% | Added |
| Tortoise Investment Management, LLC | 80 | $8.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $7.26K | 0.00% | −2−2.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $7.22K | 0.00% | +13+22.8% | Added |
| CoreCap Advisors, LLC | 56 | $5.72K | 0.00% | +56 | New |
| Harbor Investment Advisory, LLC | 55 | $5.62K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $5.52K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 53 | $5.39K | 0.00% | +37+231.3% | Added |
| Massmutual Trust Co FSB | 52 | $5.32K | 0.00% | +18+52.9% | Added |
| MCF Advisors LLC | 50 | $5.11K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $5.11K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $5.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $5.11K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $5.11K | 0.00% | +50 | New |
| Institutional & Family Asset Management, LLC | 50 | $5.11K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 47 | $4.80K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 37 | $3.78K | 0.00% | −64−63.4% | Reduced |
| Continuum Advisory, LLC | 38 | $3.69K | 0.00% | +38 | New |
| Sofos Investments, Inc. | 35 | $3.61K | 0.00% | +35 | New |
| Ronald Blue Trust, Inc. | 35 | $3.58K | 0.00% | −244−87.5% | Reduced |
| Addison Advisors LLC | 31 | $3.17K | 0.00% | +31 | New |
| Highline Wealth Partners LLC | 30 | $3.07K | 0.00% | +25+500.0% | Added |
| Hantz Financial Services, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 25 | $2.56K | 0.00% | +25 | New |
| Anchor Investment Management, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20 | $2.04K | 0.00% | +20 | New |
| Psagot Value Holdings Ltd. / (Israel) | 18 | $2.00K | 0.02% | −118−86.8% | Reduced |
| Capital Advisors, Ltd. LLC | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Ulland Investment Advisors, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Zions Bancorporation, N.A. | 19 | $1.94K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 18 | $1.84K | 0.00% | +18 | New |
| TD Private Client Wealth LLC | 15 | $1.53K | 0.00% | −7−31.8% | Reduced |
| Rothschild Investment LLC | 15 | $1.53K | 0.00% | +10+200.0% | Added |
| Signature Resources Capital Management, LLC | 15 | $1.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10 | $1.02K | 0.00% | −2,557−99.6% | Reduced |
| Pineridge Advisors LLC | 10 | $1.02K | 0.00% | −91−90.1% | Reduced |
| Castleview Partners, LLC | 10 | $1.02K | 0.00% | +10 | New |
| GW&K Investment Management, LLC | 13 | $1.00K | 0.00% | −43−76.8% | Reduced |
| Sound Income Strategies, LLC | 9 | $920 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $877 | 0.00% | +2+28.6% | Added |
| Planning Capital Management Corp | 8 | $818 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $614 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $613 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5 | $517 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $409 | 0.00% | +4 | New |
| Wetzel Investment Advisors, Inc. | 4 | $384 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $307 | 0.00% | −3−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $307 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 27,347 | $257 | 0.01% | +27,347 | New |
| WestEnd Advisors, LLC | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −223,759−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −165,615−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −131,445−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −129,981−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −112,256−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −105,155−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −73,757−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −34,006−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −29,457−100.0% | Sold out |
| Scoggin Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −24,009−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −23,074−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −19,550−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −19,557−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −19,283−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −18,278−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,264−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −16,675−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −14,926−100.0% | Sold out |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −12,625−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −12,181−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −11,314−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −9,020−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,576−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,407−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,010−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,062−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −6,288−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −6,127−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −6,106−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,282−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,191−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |