| Richard W. Paul & Associates, LLC | 79 | $9.38K | 0.00% | +79 | New |
| Jamison Private Wealth Management, Inc. | 73 | $8.72K | 0.00% | +34+87.2% | Added |
| FinTrust Capital Advisors, LLC | 72 | $8.55K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 68 | $8.07K | 0.00% | +68 | New |
| Glen Eagle Advisors, LLC | 67 | $7.96K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 61 | $7.27K | 0.00% | +61 | New |
| First Horizon Advisors, Inc. | 57 | $6.77K | 0.00% | +9+18.8% | Added |
| Security National Bank | 56 | $6.65K | 0.00% | −18,581−99.7% | Reduced |
| DT Investment Partners, LLC | 56 | $6.65K | 0.00% | +42+300.0% | Added |
| NBT Bank N A | 56 | $6.65K | 0.00% | +56 | New |
| Golden State Equity Partners | 56 | $6.65K | 0.00% | +56 | New |
| Plante Moran Financial Advisors, LLC | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 49 | $5.88K | 0.00% | +4+8.9% | Added |
| Capital Performance Advisors LLP | 46 | $5.46K | 0.00% | +46 | New |
| Rosenberg Matthew Hamilton | 43 | $5.11K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $4.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $4.28K | 0.00% | −5−12.2% | Reduced |
| Coppell Advisory Solutions LLC | 31 | $3.75K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 33 | $3.57K | 0.00% | +18+120.0% | Added |
| Grove Bank & Trust | 26 | $3.09K | 0.00% | +26 | New |
| ORG Partners LLC | 26 | $3.09K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 25 | $2.92K | 0.00% | +11+78.6% | Added |
| CoreCap Advisors, LLC | 24 | $2.85K | 0.00% | +24 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $2.73K | 0.00% | +7+43.8% | Added |
| Prestige Wealth Management Group LLC | 21 | $2.52K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.26K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 17 | $2.02K | 0.00% | −7−29.2% | Reduced |
| Darwin Advisors, LLC | 16 | $1.90K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 15 | $1.78K | 0.00% | −10−40.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 15 | $1.78K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $950 | 0.00% | −6−42.9% | Reduced |
| Key Financial Inc | 7 | $831 | 0.00% | +4+133.3% | Added |
| Cornerstone Planning Group LLC | 7 | $782 | 0.00% | +4+133.3% | Added |
| ClariVest Asset Management LLC | 6 | $698 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $594 | 0.00% | −5−50.0% | Reduced |
| TFC Financial Management | 5 | $594 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $594 | 0.00% | +5 | New |
| Bokf, NA | 4 | $462 | 0.00% | −1−20.0% | Reduced |
| Bear Mountain Capital, Inc. | 3 | $364 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $238 | 0.00% | −1,120−99.8% | Reduced |
| Ruedi Wealth Management, Inc. | 2 | $238 | 0.00% | −3−60.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $238 | 0.00% | +2 | New |
| Clear Point Advisors Inc. | 1 | $124 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $119 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −502,869−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −309,997−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −228,232−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −194,400−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −162,548−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −61,364−100.0% | Sold out |
| RedJay Asset Management Inc. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −41,300−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −31,879−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −22,245−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −17,326−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −17,847−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −14,553−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −14,168−100.0% | Sold out |
| Fore Capital, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −13,044−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,912−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −10,582−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,484−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,476−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,283−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,109−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,243−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,241−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −7,379−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,087−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −6,575−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,229−100.0% | Sold out |
| Crumly & Associates Inc. | 0 | $0 | 0.00% | −4,757−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −3,486−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |