| Torren Management, LLC | 10 | $2.61K | 0.00% | −38−79.2% | Reduced |
| GoalVest Advisory LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $2.61K | 0.00% | +5+100.0% | Added |
| Addison Advisors LLC | 9 | $2.35K | 0.00% | −140−94.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 9 | $2.35K | 0.00% | +1+12.5% | Added |
| Stone House Investment Management, LLC | 9 | $2.35K | 0.00% | +8+800.0% | Added |
| Cape Investment Advisory, Inc. | 9 | $2.35K | 0.00% | +9 | New |
| Basepoint Wealth LLC | 8 | $2.11K | 0.00% | −5−38.5% | Reduced |
| Financial Management Professionals, Inc. | 8 | $2.10K | 0.00% | −84−91.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 7 | $1.90K | 0.00% | +7 | New |
| Whipplewood Advisors, LLC | 7 | $1.83K | 0.00% | −62−89.9% | Reduced |
| TFC Financial Management | 7 | $1.83K | 0.00% | −5−41.7% | Reduced |
| Mascoma Wealth Management LLC | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 6 | $1.57K | 0.00% | −522−98.9% | Reduced |
| Gilpin Wealth Management, LLC | 6 | $1.57K | 0.00% | −2−25.0% | Reduced |
| Asset Planning,Inc | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $1.30K | 0.05% | 00.0% | Unchanged |
| Planning Strategies Inc. | 5 | $1.30K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $1.04K | 0.00% | −11−73.3% | Reduced |
| Imprint Wealth LLC | 4 | $1.04K | 0.00% | −8−66.7% | Reduced |
| Align Financial, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $1.04K | 0.00% | +4 | New |
| Highland Investment Advisors LLC | 4 | $1.04K | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Pin Oak Investment Advisors Inc | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Cheviot Value Management, LLC | 3 | $783 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $783 | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 3 | $783 | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 3 | $783 | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3 | $783 | 0.00% | +3 | New |
| Anchor Bay Capital, Inc. | 2 | $669 | 0.00% | +2 | New |
| Kingdom Financial Group LLC. | 2 | $524 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2 | $522 | 0.00% | −39−95.1% | Reduced |
| IMA Wealth, Inc. | 2 | $522 | 0.00% | −22−91.7% | Reduced |
| Armstrong Advisory Group, Inc | 2 | $522 | 0.00% | −2−50.0% | Reduced |
| Byrne Asset Management LLC | 2 | $522 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2 | $522 | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $522 | 0.00% | +2 | New |
| Strategic Investment Solutions, Inc. | 2 | $522 | 0.00% | +2 | New |
| Millstone Evans Group, LLC | 2 | $522 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $522 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 570 | $500 | 0.00% | +570 | New |
| Bay Harbor Wealth Management, LLC | 1 | $261 | 0.00% | −7−87.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $261 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $261 | 0.00% | +1 | New |
| NBH Bank | 1 | $261 | 0.00% | +1 | New |
| Measured Wealth Private Client Group, LLC | 0 | $115 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $35 | 0.00% | −11−100.0% | Reduced |
| Birchbrook, Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −651,617−100.0% | Sold out |
| Sustainable Growth Advisers, LP | 0 | $0 | 0.00% | −635,752−100.0% | Sold out |
| Comgest Global Investors S.A.S. | 0 | $0 | 0.00% | −474,989−100.0% | Sold out |
| Findlay Park Partners LLP | 0 | $0 | 0.00% | −356,385−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −309,394−100.0% | Sold out |
| Local Pensions Partnership Investment Ltd | 0 | $0 | 0.00% | −299,281−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −175,100−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −140,671−100.0% | Sold out |
| Bristol Gate Capital Partners Inc. | 0 | $0 | 0.00% | −138,884−100.0% | Sold out |
| Hyperion Asset Management Ltd | 0 | $0 | 0.00% | −90,106−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −85,100−100.0% | Sold out |
| Guinness Asset Management LTD | 0 | $0 | 0.00% | −71,115−100.0% | Sold out |
| Soma Equity Partners LP | 0 | $0 | 0.00% | −70,180−100.0% | Sold out |
| Suncoast Equity Management | 0 | $0 | 0.00% | −67,199−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −60,053−100.0% | Sold out |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 0 | $0 | 0.00% | −58,885−100.0% | Sold out |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −46,858−100.0% | Sold out |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −44,601−100.0% | Sold out |
| National Mutual Insurance Federation of Agricultural Cooperatives | 0 | $0 | 0.00% | −42,900−100.0% | Sold out |
| ShawSpring Partners LLC | 0 | $0 | 0.00% | −40,939−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −36,256−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −35,462−100.0% | Sold out |
| KR Capital LP | 0 | $0 | 0.00% | −33,061−100.0% | Sold out |
| Raub Brock Capital Management LP | 0 | $0 | 0.00% | −32,803−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −32,780−100.0% | Sold out |
| First Long Island Investors, LLC | 0 | $0 | 0.00% | −31,873−100.0% | Sold out |
| Campbell Newman Asset Management Inc | 0 | $0 | 0.00% | −29,971−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −27,804−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −27,410−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −26,935−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −26,142−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −25,446−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −25,264−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −23,796−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −23,713−100.0% | Sold out |
| Advent International Corp | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −22,064−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| Mar Vista Investment Partners LLC | 0 | $0 | 0.00% | −21,020−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −20,995−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −20,787−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −20,684−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −19,853−100.0% | Sold out |
| Stanley Capital Management, LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
