| Kayne Anderson Rudnick Investment Management LLC | 23 | $3.64K | 0.00% | +2+9.5% | Added |
| Redmont Wealth Advisors LLC | 22 | $3.48K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $3.32K | 0.00% | +21 | New |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 19 | $2.98K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $2.85K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $2.85K | 0.00% | −6−25.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 18 | $2.85K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 18 | $2.85K | 0.00% | +18 | New |
| True Wealth Design, LLC | 17 | $2.69K | 0.00% | +4+30.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 16 | $2.53K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $2.22K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14 | $2.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.21K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 15 | $2.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $2.06K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $2.04K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 8 | $1.26K | 0.00% | +8 | New |
| Iron Horse Wealth Management, LLC | 7 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.05K | 0.00% | −12−63.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $948 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 6 | $948 | 0.00% | +6 | New |
| Barrett & Company, Inc. | 5 | $790 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $632 | 0.00% | −1−20.0% | Reduced |
| Providence Capital Advisors, LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3 | $474 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $464 | 0.00% | −54−94.7% | Reduced |
| McClarren Financial Advisors, Inc. | 158 | $10 | 0.01% | +89+129.0% | Added |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $0 | 0.00% | +3 | New |
| American International Group, Inc. | 0 | $0 | 0.00% | −70,318−100.0% | Sold out |
| Payden & Rygel Investment Group | 0 | $0 | 0.00% | −53,470−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −53,470−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −50,830−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −49,924−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −42,708−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −39,622−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −37,501−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −37,082−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −31,230−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,985−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −21,912−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −20,827−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −16,446−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,194−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,625−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −11,232−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −9,915−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −9,170−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −8,503−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −8,741−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −8,318−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −8,296−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −7,992−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,894−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,158−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −7,195−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Burford Brothers, Inc. | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −3,486−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Bender Robert & Associates | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Successful Portfolios LLC | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| True Vision MN LLC | 0 | $0 | 0.00% | −2,658−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,092−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,411−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,329−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |