| Principia Wealth Advisory, LLC | 51 | $1.34K | 0.00% | −1−1.9% | Reduced |
| American Capital Advisory, LLC | 51 | $1.34K | 0.00% | +10+24.4% | Added |
| Geneos Wealth Management Inc. | 43 | $1.13K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 42 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 42 | $1.10K | 0.00% | +11+35.5% | Added |
| South State Corp. | 39 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $1.00K | 0.00% | +39 | New |
| CVA Family Office, LLC | 38 | $998 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $972 | 0.00% | +37 | New |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $946 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 36 | $946 | 0.00% | +4+12.5% | Added |
| MV Capital Management, Inc. | 35 | $920 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $867 | 0.00% | −13−28.3% | Reduced |
| Investors Portfolio Services LLC | 30 | $797 | 0.00% | +30 | New |
| Financial Consulate, Inc | 29 | $762 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 29 | $755 | 0.00% | +29 | New |
| Quaker Wealth Management, LLC | 24 | $631 | 0.00% | +2+9.1% | Added |
| Wealth Watch Advisors, INC | 22 | $578 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 15 | $403 | 0.00% | +15 | New |
| WestEnd Advisors, LLC | 15 | $394 | 0.00% | +5+50.0% | Added |
| Nemes Rush Group LLC | 11 | $289 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 10 | $263 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $263 | 0.00% | +10 | New |
| Luken Investment Analytics, LLC | 10 | $263 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 7 | $192 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 7 | $184 | 0.00% | +7 | New |
| Trust Co | 7 | $184 | 0.00% | +7 | New |
| Rakuten Securities, Inc. | 5 | $131 | 0.00% | −210−97.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,515,987−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −292,442−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −287,150−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −122,298−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −96,058−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −59,780−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −57,790−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −49,782−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −44,430−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −41,802−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −40,306−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −30,054−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −26,687−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,321−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −16,213−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −11,318−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −10,122−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,101−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,203−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −8,978−100.0% | Sold out |
| Steinberganna Wealth Management | 0 | $0 | 0.00% | −8,782−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −6,996−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Full Sail Capital, LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Optimum Investment Advisors | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |
| Texas Capital Bancshares Inc | – | – | – | – | Not filed |
