| Motco | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12 | $1.33K | 0.00% | −203−94.4% | Reduced |
| Carolinas Wealth Consulting LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 9 | $995 | 0.00% | +9 | New |
| TFC Financial Management | 8 | $885 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $760 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $663 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $442 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $332 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2 | $222 | 0.00% | +2 | New |
| Annapolis Financial Services, LLC | 2 | $222 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 1 | $111 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| International Assets Investment Management, LLC | 248,878 | – | – | +93,016+59.7% | Added |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −664,657−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −600,594−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −304,010−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −257,794−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −64,129−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −91,897−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −59,630−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −41,425−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −30,659−100.0% | Sold out |
| Passumpsic Savings Bank | 0 | $0 | 0.00% | −28,626−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −27,370−100.0% | Sold out |
| Pale Fire Capital SE | 0 | $0 | 0.00% | −26,038−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −25,912−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −24,573−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −23,227−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −22,135−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,957−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,766−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −12,235−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,241−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −9,434−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −9,010−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,853−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,178−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,742−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,313−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,795−100.0% | Sold out |
| Foster Group, Inc. | 0 | $0 | 0.00% | −4,543−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,594−100.0% | Sold out |
| Cornerstone Enterprises, LLC | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −3,181−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,645−100.0% | Sold out |
| Zega Financial, LLC | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Cultivar Capital, Inc. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |