| Los Angeles Capital Management LLC | 236 | $15.1K | 0.00% | −2,717−92.0% | Reduced |
| Signaturefd, LLC | 231 | $14.8K | 0.00% | −13−5.3% | Reduced |
| Root Financial Partners, LLC | 199 | $12.8K | 0.00% | −40−16.7% | Reduced |
| Bessemer Group Inc | 182 | $12.0K | 0.00% | −64−26.0% | Reduced |
| South State Corp. | 186 | $11.9K | 0.00% | −7−3.6% | Reduced |
| Westside Investment Management, Inc. | 156 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 154 | $9.87K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 142 | $9.10K | 0.00% | +6+4.4% | Added |
| Tacita Capital Inc | 141 | $9.04K | 0.01% | +141 | New |
| Ares Financial Consulting, LLC | 144 | $9.01K | 0.01% | +144 | New |
| True Wealth Design, LLC | 120 | $7.69K | 0.00% | −119−49.8% | Reduced |
| Massmutual Trust Co FSB | 118 | $7.56K | 0.00% | −9−7.1% | Reduced |
| J.Safra Asset Management Corp | 117 | $7.50K | 0.00% | +55+88.7% | Added |
| Steward Partners Investment Advisory, LLC | 104 | $6.68K | 0.00% | −75−41.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $6.41K | 0.00% | −339−77.2% | Reduced |
| Anchor Investment Management, LLC | 100 | $6.41K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $6.41K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 92 | $6.01K | 0.00% | +92 | New |
| Optiver Holding B.V. | 87 | $5.58K | 0.00% | −232−72.7% | Reduced |
| CVA Family Office, LLC | 82 | $5.26K | 0.00% | +82 | New |
| Private Wealth Management Group, LLC | 80 | $5.13K | 0.00% | −23−22.3% | Reduced |
| Spire Wealth Management | 69 | $4.42K | 0.00% | −8−10.4% | Reduced |
| WPG Advisers, LLC | 67 | $4.29K | 0.00% | +67 | New |
| Aster Capital Management (DIFC) Ltd | 62 | $4.23K | 0.00% | −574−90.3% | Reduced |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 61 | $3.88K | 0.00% | −70−53.4% | Reduced |
| RWM Asset Management, LLC | 54 | $3.46K | 0.00% | +54 | New |
| Farmers & Merchants Investments Inc | 51 | $3.27K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 47 | $3.01K | 0.00% | +47 | New |
| WealthCollab, LLC | 46 | $2.95K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $2.95K | 0.00% | +8+21.1% | Added |
| IMA Wealth, Inc. | 44 | $2.82K | 0.00% | −1−2.2% | Reduced |
| Bell Investment Advisors, Inc | 41 | $2.63K | 0.00% | −14−25.5% | Reduced |
| Hilton Head Capital Partners, LLC | 36 | $2.31K | 0.00% | −1−2.7% | Reduced |
| Godfrey Financial Associates, Inc. | 33 | $2.12K | 0.00% | −1−2.9% | Reduced |
| Torren Management, LLC | 30 | $1.89K | 0.00% | −236−88.7% | Reduced |
| Quarry LP | 28 | $1.79K | 0.00% | −95−77.2% | Reduced |
| Nemes Rush Group LLC | 27 | $1.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $1.60K | 0.00% | +1+4.2% | Added |
| Bare Financial Services, Inc | 24 | $1.54K | 0.00% | −31−56.4% | Reduced |
| MCF Advisors LLC | 22 | $1.41K | 0.00% | +22 | New |
| St Germain D J Co Inc | 21 | $1.35K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.28K | 0.00% | −947−97.9% | Reduced |
| Rialto Wealth Management, LLC | 20 | $1.28K | 0.00% | +6+42.9% | Added |
| Cassaday & Co Wealth Management LLC | 19 | $1.22K | 0.00% | +19 | New |
| Manchester Capital Management LLC | 16 | $1.03K | 0.00% | −8−33.3% | Reduced |
| Sunbelt Securities, Inc. | 16 | $1.03K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 16 | $1.03K | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 15 | $962 | 0.00% | +4+36.4% | Added |
| Transamerica Financial Advisors, Inc. | 15 | $961 | 0.00% | −27−64.3% | Reduced |
| Kilter Group LLC | 14 | $898 | 0.00% | −7−33.3% | Reduced |
| Picton Mahoney Asset Management | 13 | $833 | 0.00% | −9,586−99.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $770 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $770 | 0.00% | +5+71.4% | Added |
| NBT Bank N A | 12 | $769 | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 11 | $706 | 0.00% | −11−50.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $706 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 10 | $660 | 0.00% | +9+900.0% | Added |
| TD Private Client Wealth LLC | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $577 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 8 | $513 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 7 | $448 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $385 | 0.00% | +2+50.0% | Added |
| Zions Bancorporation, National Association | 6 | $385 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 5 | $321 | 0.00% | +5 | New |
| Strategic Wealth Partners, Ltd. | 5 | $312 | 0.00% | +5 | New |
| Trust Co | 4 | $258 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4 | $250 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 3 | $192 | 0.00% | +3 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $128 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $64 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $64 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −181,565−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −145,014−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −60,361−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −44,761−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −37,245−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −29,312−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −29,029−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,983−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −19,856−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −19,743−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −18,129−100.0% | Sold out |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −17,133−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −12,074−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,639−100.0% | Sold out |
| Polaris Capital Management, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,114−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −6,944−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −6,503−100.0% | Sold out |
