| Dunhill Financial, LLC | 7 | $4.67K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $4.41K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 7 | $4.41K | 0.00% | +7 | New |
| Bellevue Asset Management, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $4.34K | 0.00% | +2+40.0% | Added |
| Sunbelt Securities, Inc. | 6 | $3.78K | 0.00% | −3−33.3% | Reduced |
| MTM Investment Management, LLC | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $3.78K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $3.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.70K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $3.16K | 0.00% | +5 | New |
| Morse Asset Management, Inc | 5 | $3.15K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 5 | $3.15K | 0.00% | +5 | New |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $3.00K | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $2.92K | 0.00% | +4+400.0% | Added |
| TD Capital Management LLC | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $2.52K | 0.00% | −1−20.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $2.52K | 0.00% | +1+33.3% | Added |
| Dogwood Wealth Management LLC | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $2.52K | 0.00% | +1+33.3% | Added |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $1.89K | 0.00% | +1+50.0% | Added |
| Principia Wealth Advisory, LLC | 3 | $1.89K | 0.00% | +2+200.0% | Added |
| HHM Wealth Advisors, LLC | 3 | $1.89K | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1.62K | 0.00% | −8−80.0% | Reduced |
| Winnow Wealth LLC | 2 | $1.26K | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $1.26K | 0.00% | −1−33.3% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2 | $1.26K | 0.00% | +2 | New |
| Texas Capital Bancshares Inc | 2 | $1.26K | 0.00% | +2 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $1.26K | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 1 | $634 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $631 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $631 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $631 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1 | $631 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $631 | 0.00% | +1 | New |
| Hurley Capital, LLC | 1 | $630 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $630 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $630 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $630 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $621 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $620 | 0.00% | +1 | New |
| Shellback Capital, LP | 0 | $0 | 0.00% | −47,525−100.0% | Sold out |
| Two Creeks Capital Management, LP | 0 | $0 | 0.00% | −39,913−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −35,851−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,324−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −22,134−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −18,282−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,944−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,919−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,041−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Dohj, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |