| Davis Capital Management | 14 | $17.0K | 0.02% | +14 | New |
| Private Wealth Management Group, LLC | 13 | $15.8K | 0.01% | +13 | New |
| Operose Advisors LLC | 12 | $14.6K | 0.01% | −27−69.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 12 | $14.6K | 0.00% | +12 | New |
| Harbor Investment Advisory, LLC | 11 | $13.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 11 | $13.3K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $12.1K | 0.00% | −1−9.1% | Reduced |
| Point72 Europe (London) LLP | 10 | $12.1K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 9 | $10.9K | 0.00% | +6+200.0% | Added |
| TFC Financial Management | 8 | $9.70K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $8.49K | 0.01% | −1−12.5% | Reduced |
| Silicon Valley Capital Partners | 7 | $8.49K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $8.49K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $8.49K | 0.00% | +2+40.0% | Added |
| Fortitude Family Office, LLC | 7 | $8.49K | 0.01% | +7 | New |
| Financial Management Professionals, Inc. | 7 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $8.00K | 0.00% | +1+16.7% | Added |
| JFS Wealth Advisors, LLC | 6 | $7.28K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $7.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $7.28K | 0.00% | +6 | New |
| Hobbs Group Advisors, LLC | 6 | $7.28K | 0.00% | +6 | New |
| Bourgeon Capital Management LLC | 5 | $6.07K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $6.07K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $6.07K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $4.85K | 0.00% | −5−55.6% | Reduced |
| Harbour Investments, Inc. | 4 | $4.85K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3 | $4.00K | 0.00% | +3 | New |
| Wetzel Investment Advisors, Inc. | 3 | $4.00K | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $3.88K | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $3.64K | 0.00% | +1+50.0% | Added |
| Geneos Wealth Management Inc. | 3 | $3.64K | 0.00% | +2+200.0% | Added |
| Frank, Rimerman Advisors LLC | 3 | $3.64K | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $3.64K | 0.00% | +3 | New |
| Ronald Blue Trust, Inc. | 3 | $3.00K | 0.00% | −2−40.0% | Reduced |
| ClariVest Asset Management LLC | 2 | $2.44K | 0.00% | +1+100.0% | Added |
| Hartford Financial Management Inc. | 2 | $2.43K | 0.00% | −2−50.0% | Reduced |
| Gradient Investments LLC | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $2.43K | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $2.43K | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $2.43K | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $2.43K | 0.00% | +2 | New |
| Atlantic Edge Private Wealth Management, LLC | 2 | $2.43K | 0.00% | +2 | New |
| WealthCollab, LLC | 2 | $2.43K | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $2.22K | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $2.04K | 0.00% | +2 | New |
| Valley National Advisers Inc | 2 | $2.00K | 0.00% | +1+100.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1 | $1.45K | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $1.21K | 0.00% | −1−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $1.21K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $1.21K | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $1.21K | 0.00% | +1 | New |
| Versant Capital Management, Inc | 1 | $1.21K | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $1.21K | 0.00% | +1 | New |
| Fairman Group, LLC | 1 | $1.21K | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $1.18K | 0.00% | +1 | New |
| Avion Wealth | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −101,839−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −78,326−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −44,328−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −21,481−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −11,632−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −10,929−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,283−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,102−100.0% | Sold out |
| Pura Vida Investments, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −5,699−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −5,338−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −4,692−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,859−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,496−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Campbell Wealth Management | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −413−100.0% | Sold out |