| Maryland Capital Advisors Inc. | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 49 | $2.35K | 0.00% | +49 | New |
| Prestige Wealth Management Group LLC | 46 | $2.21K | 0.00% | −8−14.8% | Reduced |
| Highline Wealth Partners LLC | 45 | $2.16K | 0.00% | +18+66.7% | Added |
| First Pacific Financial | 43 | $2.06K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $2.06K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 39 | $1.87K | 0.00% | +39 | New |
| MPWM Advisory Solutions, LLC | 37 | $1.78K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8,870 | $1.73K | 0.00% | +8,810+14,683.3% | Added |
| Hughes Financial Services, LLC | 33 | $1.59K | 0.00% | +33 | New |
| Park Place Capital Corp | 33 | $1.58K | 0.00% | +33 | New |
| Rialto Wealth Management, LLC | 32 | $1.54K | 0.00% | +32 | New |
| Iron Horse Wealth Management, LLC | 32 | $1.54K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 30 | $1.44K | 0.00% | +29+2,900.0% | Added |
| Binnacle Investments Inc | 28 | $1.34K | 0.00% | +28 | New |
| Carolinas Wealth Consulting LLC | 26 | $1.25K | 0.00% | −141−84.4% | Reduced |
| Cornerstone Planning Group LLC | 24 | $1.16K | 0.00% | +24 | New |
| Kozak & Associates, Inc. | 25 | $1.15K | 0.00% | −17−40.5% | Reduced |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | −1,211−96.9% | Reduced |
| Albion Financial Group | 20 | $961 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $960 | 0.00% | −11−35.5% | Reduced |
| TFC Financial Management | 18 | $865 | 0.00% | +9+100.0% | Added |
| Cape Investment Advisory, Inc. | 18 | $864 | 0.00% | −2−10.0% | Reduced |
| WestEnd Advisors, LLC | 18 | $864 | 0.00% | +12+200.0% | Added |
| Bogart Wealth, LLC | 15 | $730 | 0.00% | −45−75.0% | Reduced |
| Winnow Wealth LLC | 16 | $722 | 0.00% | +5+45.5% | Added |
| Financial Management Professionals, Inc. | 14 | $672 | 0.00% | −15−51.7% | Reduced |
| Core Alternative Capital | 14 | $672 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $672 | 0.00% | +14 | New |
| Richards, Merrill & Peterson, Inc. | 13 | $624 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $621 | 0.00% | +4+40.0% | Added |
| Valued Wealth Advisors LLC | 10 | $494 | 0.00% | −41−80.4% | Reduced |
| Wolff Wiese Magana LLC | 10 | $481 | 0.00% | −10−50.0% | Reduced |
| True Wealth Design, LLC | 10 | $470 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $337 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $288 | 0.00% | −8−57.1% | Reduced |
| Dogwood Wealth Management LLC | 6 | $288 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $241 | 0.00% | −25−83.3% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $144 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 2 | $96 | 0.00% | +2 | New |
| Copia Wealth Management | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 23,117 | – | – | +18,095+360.3% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −452,529−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −277,541−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −149,921−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −115,304−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −90,623−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −79,754−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −76,755−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −70,067−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −63,900−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −63,182−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −55,680−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −49,622−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −44,669−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −40,520−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −40,472−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −37,725−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −35,265−100.0% | Sold out |
| KKM Financial LLC | 0 | $0 | 0.00% | −31,673−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −30,341−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −23,788−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −16,145−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −15,593−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −14,642−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −13,783−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −13,346−100.0% | Sold out |
| Burford Brothers, Inc. | 0 | $0 | 0.00% | −12,645−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −10,433−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −10,377−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −9,509−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,824−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −8,697−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −8,681−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −8,042−100.0% | Sold out |
| Code Waechter LLC | 0 | $0 | 0.00% | −7,931−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −7,748−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −7,570−100.0% | Sold out |
| Meixler Investment Management, Ltd. | 0 | $0 | 0.00% | −7,548−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −6,968−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −6,448−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −6,355−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,313−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −6,154−100.0% | Sold out |
| Challenger Wealth Management | 0 | $0 | 0.00% | −6,108−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −6,043−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −5,971−100.0% | Sold out |
