| PFS Partners, LLC | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $2.58K | 0.00% | −3−17.6% | Reduced |
| Beacon Capital Management, LLC | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 12 | $2.21K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 13 | $2.16K | 0.00% | −11−45.8% | Reduced |
| Lowe Wealth Advisors, LLC | 11 | $2.03K | 0.00% | +11 | New |
| Grove Bank & Trust | 8 | $1.48K | 0.00% | +1+14.3% | Added |
| Synergy Investment Management, LLC | 8 | $1.48K | 0.00% | +8 | New |
| Larson Financial Group LLC | 7 | $1.29K | 0.00% | −82−92.1% | Reduced |
| TD Capital Management LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| Capital Analysts, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Orion Capital Management LLC | 5 | $923 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $923 | 0.00% | +5 | New |
| Sachetta, LLC | 4 | $739 | 0.00% | −11−73.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $554 | 0.00% | −6−66.7% | Reduced |
| Raffa Wealth Management, LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $370 | 0.00% | −2−50.0% | Reduced |
| Global Financial Private Client, LLC | 2 | $369 | 0.00% | −43−95.6% | Reduced |
| Rakuten Securities, Inc. | 2 | $369 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $369 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $369 | 0.00% | +2 | New |
| Sierra Ocean, LLC | 2 | $369 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $338 | 0.00% | +1+100.0% | Added |
| WestEnd Advisors, LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $185 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $185 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $185 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $185 | 0.00% | +1 | New |
| Investment Counsel Co of Nevada | 1 | $185 | 0.00% | +1 | New |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −200,400−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −196,034−100.0% | Sold out |
| Daventry Group, LP | 0 | $0 | 0.00% | −106,823−100.0% | Sold out |
| Professional Advisory Services Inc | 0 | $0 | 0.00% | −73,040−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −54,029−100.0% | Sold out |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −29,171−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −29,121−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −21,290−100.0% | Sold out |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0 | $0 | 0.00% | −18,332−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,769−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,003−100.0% | Sold out |
| Jensen Investment Management Inc | 0 | $0 | 0.00% | −12,180−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −10,367−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −9,263−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −5,643−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,848−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,709−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,979−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| WD Rutherford LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| Seven Post Investment Office LP | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,529−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,438−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −42,546−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Trust Co of the South | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −140−100.0% | Sold out |