| Byrne Asset Management LLC | 12 | $7.80K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $7.80K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $7.80K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 12 | $7.80K | 0.01% | +12 | New |
| Nemes Rush Group LLC | 11 | $7.25K | 0.00% | −10−47.6% | Reduced |
| WealthCollab, LLC | 11 | $7.15K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $7.15K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $6.50K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.50K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $6.00K | 0.00% | +8 | New |
| Atlantic Edge Private Wealth Management, LLC | 9 | $5.85K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $5.20K | 0.26% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 8 | $5.20K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $4.55K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $4.55K | 0.00% | +7 | New |
| ORG Partners LLC | 7 | $4.48K | 0.01% | −67−90.5% | Reduced |
| TSFG, LLC | 6 | $4.00K | 0.00% | −12−66.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6 | $3.90K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $3.84K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $3.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $3.25K | 0.00% | +2+66.7% | Added |
| First Command Advisory Services, Inc. | 5 | $3.25K | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 4 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.60K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4 | $2.41K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3 | $1.95K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 3 | $1.95K | 0.00% | −1−25.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.95K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $1.95K | 0.00% | +3 | New |
| Evermay Wealth Management LLC | 2 | $1.30K | 0.00% | −3−60.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $1.30K | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $1.30K | 0.00% | +2 | New |
| FRG Family Wealth Advisors LLC | 2 | $1.25K | 0.00% | +2 | New |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1 | $662 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $650 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $446 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 45,443 | $71 | 0.00% | +45,443 | New |
| Dogwood Wealth Management LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −276,434−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −125,290−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −117,175−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −99,165−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −37,846−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −28,414−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −24,847−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −20,509−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −19,196−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −17,926−100.0% | Sold out |
| Centre Asset Management, LLC | 0 | $0 | 0.00% | −15,997−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −10,202−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −7,952−100.0% | Sold out |
| Twenty Acre Capital LP | 0 | $0 | 0.00% | −7,380−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −6,879−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −6,321−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −6,059−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −5,771−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −5,213−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| Joho Capital LLC | 0 | $0 | 0.00% | −2,638−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,161−100.0% | Sold out |
| Hixon Zuercher, LLC | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Applied Capital LLC | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Horan Capital Advisors, LLC. | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Windmill Hill Asset Management Ltd | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Martin & Co Inc | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −498−100.0% | Sold out |
