| CVA Family Office, LLC | 17 | $2.43K | 0.00% | −6−26.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $2.15K | 0.00% | +15 | New |
| Country Trust Bank | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Sachetta, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Keating Financial Advisory Services, Inc. | 12 | $1.72K | 0.00% | −11−47.8% | Reduced |
| Cornerstone Financial Management LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $1.57K | 0.00% | −1−8.3% | Reduced |
| Signature Equity Partners, LLC | 11 | $1.57K | 0.00% | +8+266.7% | Added |
| Ameriflex Group, Inc. | 11 | $1.57K | 0.00% | +11 | New |
| Investors Portfolio Services LLC | 11 | $1.57K | 0.00% | +11 | New |
| True Wealth Design, LLC | 10 | $1.43K | 0.00% | −221−95.7% | Reduced |
| Albion Financial Group | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.43K | 0.00% | −115−92.0% | Reduced |
| Private Trust Co NA | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $1.29K | 0.00% | −6−40.0% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $1.29K | 0.00% | +2+28.6% | Added |
| Creative Capital Management Investments LLC | 8 | $1.15K | 0.00% | +8 | New |
| Whittier Trust Co | 7 | $1.07K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.00K | 0.00% | +5+250.0% | Added |
| MidFirst Bank | 7 | $1.00K | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | −4−36.4% | Reduced |
| Navigoe, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Highline Wealth Partners LLC | 6 | $859 | 0.00% | −38−86.4% | Reduced |
| Hughes Financial Services, LLC | 6 | $859 | 0.00% | +2+50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6 | $859 | 0.00% | +6 | New |
| Tounjian Advisory Partners, LLC | 6 | $859 | 0.00% | +6 | New |
| Quent Capital, LLC | 5 | $716 | 0.00% | −5−50.0% | Reduced |
| Concord Wealth Partners | 5 | $716 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $572 | 0.00% | −3−42.9% | Reduced |
| Silver Grove Financial Group, Inc. | 4 | $572 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 3 | $429 | 0.00% | −6−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $429 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 3 | $429 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $429 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 2 | $286 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $149 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $144 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $143 | 0.00% | −23−95.8% | Reduced |
| CoreCap Advisors, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $143 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $143 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $143 | 0.00% | +1 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −123,502−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −25,668−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −16,721−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −13,719−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −13,289−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,871−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −11,987−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −11,804−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,044−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −6,774−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,228−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,606−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,468−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,788−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −2,384−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −2,037−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,003−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Frec Markets, Inc. | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Altar Rock LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Clear Wave Wealth Management LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
