| Hager Investment Management Services, LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $2.04K | 0.00% | +15 | New |
| Caldwell Sutter Capital, Inc. | 14 | $1.91K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13 | $1.77K | 0.00% | +7+116.7% | Added |
| Signature Equity Partners, LLC | 13 | $1.77K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 13 | $1.71K | 0.00% | −38−74.5% | Reduced |
| Action Point Financial Planning, LLC | 13 | $1.63K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 11 | $1.50K | 0.00% | −113−91.1% | Reduced |
| Cromwell Holdings LLC | 10 | $1.38K | 0.00% | +6+150.0% | Added |
| Atlantic Trust, LLC | 9 | $1.23K | 0.00% | −7−43.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $1.11K | 0.00% | +2+33.3% | Added |
| Raffa Wealth Management, LLC | 8 | $1.09K | 0.00% | +1+14.3% | Added |
| Ameritas Advisory Services, LLC | 8 | $1.09K | 0.00% | +8 | New |
| LRI Investments, LLC | 8 | $1.09K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 7 | $954 | 0.00% | +5+250.0% | Added |
| Quent Capital, LLC | 7 | $953 | 0.00% | +7 | New |
| Essential Partners LLC | 7 | $953 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $817 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $817 | 0.00% | +4+200.0% | Added |
| Creative Capital Management Investments LLC | 6 | $817 | 0.00% | +6 | New |
| NBT Bank N A | 6 | $812 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $681 | 0.00% | +3+150.0% | Added |
| Atlantic Union Bankshares Corp | 5 | $681 | 0.00% | +5 | New |
| SHP Wealth Management | 5 | $681 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $545 | 0.00% | −1−20.0% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $545 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $545 | 0.00% | +4 | New |
| Synergy Investment Management, LLC | 3 | $480 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $409 | 0.00% | +2+200.0% | Added |
| MV Capital Management, Inc. | 3 | $409 | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $408 | 0.00% | −28−90.3% | Reduced |
| William B. Walkup & Associates, Inc. | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $273 | 0.00% | −1−33.3% | Reduced |
| Larson Financial Group LLC | 2 | $272 | 0.00% | −28−93.3% | Reduced |
| DecisionPoint Financial, LLC | 1 | $137 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $137 | 0.00% | +1 | New |
| Gs Investments, Inc. | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $136 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Eminence Capital, LP | 0 | $0 | 0.00% | −714,077−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −279,414−100.0% | Sold out |
| Michelson Medical Research Foundation, Inc. | 0 | $0 | 0.00% | −86,000−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −77,195−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −48,525−100.0% | Sold out |
| Hound Partners, LLC | 0 | $0 | 0.00% | −38,624−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −35,001−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,933−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −28,532−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −21,725−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −20,014−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −14,977−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −11,713−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −11,188−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,124−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,686−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,991−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −9,366−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −9,146−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −7,690−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −5,820−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,744−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,224−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Churchill Financial Advisors, LLC | 0 | $0 | 0.00% | −2,763−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Pinnacle Financial Partners, Inc. | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −42−100.0% | Sold out |
