| Washington Trust Advisors, Inc. | 11 | $1.80K | 0.00% | −43−79.6% | Reduced |
| Rialto Wealth Management, LLC | 11 | $1.80K | 0.00% | −3−21.4% | Reduced |
| POM Investment Strategies, LLC | 11 | $1.80K | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.68K | 0.00% | −19−65.5% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $1.63K | 0.00% | −3−23.1% | Reduced |
| Albion Financial Group | 10 | $1.63K | 0.00% | +4+66.7% | Added |
| Cassaday & Co Wealth Management LLC | 10 | $1.63K | 0.00% | +10 | New |
| Hilton Head Capital Partners, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 7 | $1.14K | 0.00% | −26−78.8% | Reduced |
| Creative Financial Designs Inc | 7 | $1.14K | 0.00% | −2−22.2% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.13K | 0.00% | −9−60.0% | Reduced |
| Signature Equity Partners, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $991 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 6 | $980 | 0.00% | −8−57.1% | Reduced |
| Valued Wealth Advisors LLC | 5 | $826 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $817 | 0.00% | −10−66.7% | Reduced |
| RWM Asset Management, LLC | 5 | $817 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $817 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 4 | $661 | 0.00% | −19−82.6% | Reduced |
| TFC Financial Management | 4 | $654 | 0.00% | −6−60.0% | Reduced |
| South State Corp. | 4 | $654 | 0.00% | −2−33.3% | Reduced |
| American Capital Advisory, LLC | 4 | $654 | 0.00% | +1+33.3% | Added |
| Whipplewood Advisors, LLC | 4 | $653 | 0.00% | −150−97.4% | Reduced |
| Signature Resources Capital Management, LLC | 4 | $653 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $653 | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $653 | 0.00% | +4 | New |
| Breakwater Investment Management | 3 | $491 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $490 | 0.00% | −3−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $490 | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 3 | $490 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 2 | $327 | 0.00% | −7−77.8% | Reduced |
| Quaker Wealth Management, LLC | 2 | $327 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $327 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2 | $327 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $327 | 0.00% | +2 | New |
| Strategic Investment Solutions, Inc. | 2 | $327 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $327 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $326 | 0.00% | −12−85.7% | Reduced |
| Kilter Group LLC | 1 | $164 | 0.00% | −5−83.3% | Reduced |
| Retirement Wealth Solutions LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1 | $163 | 0.00% | −9−90.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −1,605,273−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −289,587−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −100,983−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −78,535−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −68,721−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −57,600−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −56,822−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −40,691−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −37,186−100.0% | Sold out |
| Conversant Capital LLC | 0 | $0 | 0.00% | −30,780−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −24,854−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −18,645−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −18,726−100.0% | Sold out |
| Third View Private Wealth, LLC | 0 | $0 | 0.00% | −17,171−100.0% | Sold out |
| Osmosis Investment Management UK Ltd | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −11,931−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −9,968−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −9,769−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −5,702−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,037−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| High Probability Advisors, LLC | 0 | $0 | 0.00% | −3,318−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,214−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −2,154−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Supplemental Annuity Collective Trust of NJ | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| Sagewood Asset Management LP | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Cascade Financial Partners, LLC | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Walter Public Investments Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |
| Hartford Funds Management Co LLC | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
