| Eagle Bay Advisors LLC | 11 | $10.6K | 0.01% | −10−47.6% | Reduced |
| Harbour Investments, Inc. | 10 | $9.68K | 0.00% | +6+150.0% | Added |
| Zions Bancorporation, N.A. | 10 | $9.68K | 0.00% | +10 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $9.13K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $9.00K | 0.00% | +2+25.0% | Added |
| Pier Capital, LLC | 9 | $8.71K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9 | $8.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $8.71K | 0.00% | +1+12.5% | Added |
| Proffitt & Goodson Inc | 9 | $8.71K | 0.00% | +9 | New |
| Pacific Capital Wealth Advisors, Inc | 9 | $8.71K | 0.00% | +9 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $8.71K | 0.00% | −432−98.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 8 | $8.00K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $7.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $6.78K | 0.00% | +1+16.7% | Added |
| Redwood Wealth Management Group, LLC | 7 | $6.78K | 0.01% | +7 | New |
| Kelly Financial Services LLC | 6 | $5.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $5.81K | 0.00% | +2+50.0% | Added |
| Valued Wealth Advisors LLC | 6 | $5.81K | 0.00% | +2+50.0% | Added |
| Rothschild Investment LLC | 6 | $5.81K | 0.00% | +6 | New |
| Chilton Capital Management LLC | 6 | $5.81K | 0.00% | +6 | New |
| Sandy Spring Bank | 6 | $5.81K | 0.00% | +6 | New |
| Oakworth Capital, Inc. | 6 | $5.81K | 0.00% | +6 | New |
| Systematic Financial Management LP | 5 | $5.39K | 0.00% | −24,170−100.0% | Reduced |
| Avion Wealth | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 5 | $4.84K | 0.00% | −1−16.7% | Reduced |
| St Germain D J Co Inc | 5 | $4.84K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 5 | $4.84K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $4.84K | 0.01% | +5 | New |
| Stone House Investment Management, LLC | 5 | $4.84K | 0.00% | +5 | New |
| Nemes Rush Group LLC | 4 | $3.87K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4 | $3.87K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $3.87K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $3.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $3.87K | 0.00% | +4 | New |
| Quarry LP | 4 | $3.87K | 0.00% | +4 | New |
| Altshuler Shaham Ltd | 3 | $2.90K | 0.00% | −1−25.0% | Reduced |
| West Paces Advisors Inc. | 3 | $2.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $2.90K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $2.90K | 0.00% | +1+50.0% | Added |
| Innealta Capital, LLC | 3 | $2.90K | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $1.94K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.94K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.94K | 0.00% | +1+100.0% | Added |
| MV Capital Management, Inc. | 2 | $1.94K | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $1.82K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $968 | 0.00% | −1−50.0% | Reduced |
| Atticus Wealth Management, LLC | 1 | $968 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $968 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $968 | 0.00% | +1 | New |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −50,634−100.0% | Sold out |
| Valiant Capital Management, L.P. | 0 | $0 | 0.00% | −31,300−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −8,050−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −7,177−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −6,786−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,326−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −5,306−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Sage Investment Advisers LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −235−100.0% | Sold out |