| Ares Financial Consulting, LLC | 6 | $1.50K | 0.00% | +6 | New |
| McMillan Office, Inc. | 6 | $1.50K | 0.00% | +6 | New |
| Benson Wealth Management INC | 6 | $1.50K | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $1.50K | 0.00% | +6 | New |
| Plato Investment Management Ltd | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 5 | $1.25K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Aspect Partners, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Whipplewood Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $1.00K | 0.00% | +4 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| USA Financial Portformulas Corp | 3 | $753 | 0.00% | −2,676−99.9% | Reduced |
| Winnow Wealth LLC | 3 | $753 | 0.00% | −27−90.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 3 | $753 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 2 | $502 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $502 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $251 | 0.00% | −5−83.3% | Reduced |
| Quaker Wealth Management, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $251 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1 | $251 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $251 | 0.00% | +1 | New |
| Aventura Private Wealth, LLC | 1 | $251 | 0.00% | +1 | New |
| 8 Knots Management, LLC | 0 | $0 | 0.00% | −204,859−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −34,225−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,839−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,887−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −13,386−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,581−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −8,994−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −7,539−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −5,744−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,308−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,597−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,569−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Argyle Capital Management Inc. | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| BLB&B Advisors, LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Vision Capital Management, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| VeraBank, N.A. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −710−100.0% | Sold out |