| Basepoint Wealth LLC | 8 | $2.37K | 0.00% | +8 | New |
| Three Bearings Fiduciary Advisors, Inc. | 9 | $2.28K | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 7 | $2.07K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $2.07K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 7 | $2.07K | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $1.78K | 0.00% | −1−14.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 6 | $1.78K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $1.49K | 0.00% | −2−28.6% | Reduced |
| Acumen Wealth Advisors, LLC | 5 | $1.48K | 0.00% | +5 | New |
| Minot DeBlois Advisors LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $1.48K | 0.04% | +1+25.0% | Added |
| Turning Point Benefit Group, Inc. | 5 | $1.48K | 0.00% | +3+150.0% | Added |
| Sunrise Financial Services, LLC | 5 | $1.48K | 0.00% | +5 | New |
| Strategic Advocates LLC | 4 | $1.20K | 0.00% | −2−33.3% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $1.19K | 0.00% | +4 | New |
| American National Bank | 4 | $1.18K | 0.00% | +4 | New |
| Sittner & Nelson, LLC | 4 | $962 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $889 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $888 | 0.00% | −30−90.9% | Reduced |
| WestEnd Advisors, LLC | 3 | $888 | 0.00% | −1−25.0% | Reduced |
| ORG Wealth Partners, LLC | 3 | $888 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 3 | $888 | 0.00% | +3 | New |
| Atlantic Private Wealth, LLC | 3 | $888 | 0.00% | +3 | New |
| Breakwater Investment Management | 2 | $593 | 0.00% | −2−50.0% | Reduced |
| Chilton Capital Management LLC | 2 | $593 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $592 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $592 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $592 | 0.01% | +1+100.0% | Added |
| Aventura Private Wealth, LLC | 2 | $592 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $352 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $298 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $297 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $297 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $297 | 0.00% | +1 | New |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,662,852−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −196,431−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −47,179−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −25,741−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −19,462−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −18,547−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −18,033−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −17,723−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −9,570−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −9,173−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −8,313−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,521−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,457−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −7,449−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −6,768−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −9,688−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −5,694−100.0% | Sold out |
| Burke & Herbert Bank & Trust Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −4,644−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −4,396−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −4,080−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,944−100.0% | Sold out |
| BlueSpruce Investments, LP | 0 | $0 | 0.00% | −2,713−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,872−100.0% | Sold out |
| Sustainable Growth Advisers, LP | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Ritter Daniher Financial Advisory LLC | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Win Advisors, Inc | 0 | $0 | 0.00% | −1,421−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Genesis Private Wealth, LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Phraction Management LLC | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Blue Door Asset Management, LLC | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |