| Prestige Wealth Management Group LLC | 58 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $1.49K | 0.00% | −18−24.7% | Reduced |
| WPG Advisers, LLC | 55 | $1.49K | 0.00% | −195−78.0% | Reduced |
| Spire Wealth Management | 53 | $1.43K | 0.00% | +5+10.4% | Added |
| Sachetta, LLC | 52 | $1.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 69 | $1.29K | 0.00% | +47+213.6% | Added |
| Vision Financial Markets LLC | 46 | $1.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 44 | $1.19K | 0.00% | −112−71.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 40 | $1.08K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 40 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 36 | $973 | 0.00% | −593−94.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 29 | $777 | 0.00% | +29 | New |
| MV Capital Management, Inc. | 28 | $757 | 0.00% | +15+115.4% | Added |
| Essential Partners LLC | 26 | $703 | 0.00% | +26 | New |
| Tradewinds Capital Management, LLC | 25 | $676 | 0.00% | +25 | New |
| Atlantic Union Bankshares Corp | 23 | $622 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 23 | $622 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 21 | $568 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $541 | 0.00% | −132−86.8% | Reduced |
| SJS Investment Consulting Inc. | 20 | $541 | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 19 | $514 | 0.00% | −1−5.0% | Reduced |
| Rise Advisors, LLC | 19 | $513 | 0.00% | +19 | New |
| Financial Consulate, Inc | 17 | $460 | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 16 | $432 | 0.00% | −10−38.5% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $432 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $406 | 0.00% | −60−80.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 14 | $382 | 0.00% | −2,593−99.5% | Reduced |
| True Wealth Design, LLC | 14 | $379 | 0.00% | −14−50.0% | Reduced |
| Logan Capital Management Inc | 13 | $351 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $297 | 0.00% | +4+57.1% | Added |
| Creative Financial Designs Inc | 10 | $270 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $216 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 8 | $216 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 7 | $189 | 0.00% | +2+40.0% | Added |
| American Capital Advisory, LLC | 5 | $136 | 0.00% | +5 | New |
| Private Trust Co NA | 5 | $135 | 0.00% | −25−83.3% | Reduced |
| Dunhill Financial, LLC | 4 | $118 | 0.00% | −3−42.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $109 | 0.00% | −2−33.3% | Reduced |
| TFC Financial Management | 4 | $109 | 0.00% | +4 | New |
| Private Wealth Asset Management, LLC | 4 | $108 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 3 | $81 | 0.00% | −47−94.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2 | $54 | 0.00% | −8,294−100.0% | Reduced |
| Winnow Wealth LLC | 1 | $28 | 0.00% | +1 | New |
| Avion Wealth | 20 | $0 | 0.00% | −20−50.0% | Reduced |
| Cloud Capital Management, LLC | 28 | $0 | 0.00% | +28 | New |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −1,943,243−100.0% | Sold out |
| Dendur Capital LP | 0 | $0 | 0.00% | −1,504,500−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −1,395,875−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −834,290−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −466,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −331,824−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −239,484−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −190,500−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −188,200−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −131,906−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −127,280−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −109,848−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −101,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −71,970−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −67,871−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −56,715−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −56,597−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −54,934−100.0% | Sold out |
| Czech National Bank | 0 | $0 | 0.00% | −50,817−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −43,011−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −38,158−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −35,329−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −34,774−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −33,613−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −28,875−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −27,957−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −26,621−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −23,449−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −22,468−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,847−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −18,875−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −17,034−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −15,523−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −14,379−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −14,250−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −13,068−100.0% | Sold out |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −12,289−100.0% | Sold out |
| Norinchukin Bank, The | 0 | $0 | 0.00% | −11,902−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −11,671−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −10,676−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −10,831−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −10,027−100.0% | Sold out |
| New Mexico Educational Retirement Board | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −9,623−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,597−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −9,307−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −8,871−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −8,772−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −8,431−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −7,745−100.0% | Sold out |
| Glenmede Investment Management, LP | 0 | $0 | 0.00% | −7,295−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −7,074−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −6,784−100.0% | Sold out |
| Northwestern Mutual Investment Management Company, LLC | 0 | $0 | 0.00% | −6,634−100.0% | Sold out |
