| Essex Investment Management Co LLC | 25 | $4.93K | 0.00% | −116−82.3% | Reduced |
| Hoey Investments, Inc | 24 | $4.73K | 0.00% | +24 | New |
| Disciplined Investments, LLC | 22 | $4.34K | 0.00% | +2+10.0% | Added |
| True Wealth Design, LLC | 22 | $4.34K | 0.00% | +17+340.0% | Added |
| Magnolia Capital Management Ltd | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 20 | $3.94K | 0.00% | +20 | New |
| Tompkins Financial Corp | 18 | $3.55K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Delta Asset Management LLC | 15 | $2.96K | 0.00% | −25−62.5% | Reduced |
| Carmel Capital Partners, LLC | 15 | $2.96K | 0.00% | +15 | New |
| Hartford Financial Management Inc. | 14 | $2.76K | 0.00% | +14 | New |
| Central Bank & Trust Co | 14 | $2.76K | 0.00% | +14 | New |
| Country Trust Bank | 14 | $2.76K | 0.00% | +14 | New |
| Morton Brown Family Wealth, LLC | 14 | $2.76K | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 13 | $2.56K | 0.00% | +5+62.5% | Added |
| Caldwell Sutter Capital, Inc. | 13 | $2.56K | 0.00% | +13 | New |
| Colonial Trust Advisors | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $2.37K | 0.00% | +12 | New |
| Orion Capital Management LLC | 11 | $2.17K | 0.00% | −285−96.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $2.00K | 0.00% | −121−93.1% | Reduced |
| VitalStone Financial, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 12 | $2.00K | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.97K | 0.00% | +10 | New |
| Ahrens Investment Partners LLC | 10 | $1.97K | 0.00% | +10 | New |
| Mark Sheptoff Financial Planning, LLC | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $1.58K | 0.00% | +8 | New |
| Coastal Capital Group, Inc. | 6 | $1.19K | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6 | $1.18K | 0.00% | −351−98.3% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $986 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4 | $789 | 0.00% | −377−99.0% | Reduced |
| WestEnd Advisors, LLC | – | $592 | 0.00% | – | – |
| Beaird Harris Wealth Management, LLC | 1 | $200 | 0.00% | −112−99.1% | Reduced |
| Activest Wealth Management | 1 | $153 | 0.00% | +1 | New |
| Truvestments Capital LLC | 0 | $51 | 0.00% | 0 | Unchanged |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Summit Wealth Group, LLC | 10,058 | $0 | 0.00% | +10,058 | New |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −2,031,223−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −975,510−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −224,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −134,892−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −126,364−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −76,370−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −56,264−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −56,038−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −49,564−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −42,604−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −38,987−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −38,216−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −37,858−100.0% | Sold out |
| Cavalry Management Group, LLC | 0 | $0 | 0.00% | −24,316−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −24,028−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −22,444−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,659−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −12,350−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,851−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −7,818−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −6,764−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −6,591−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,339−100.0% | Sold out |
| Codex Capital, L.L.C. | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Montag & Caldwell, LLC | 0 | $0 | 0.00% | −5,056−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| SBB Research Group LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| Gratus Capital LLC | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| United Fire Group Inc | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −288−100.0% | Sold out |
