| Ronald Blue Trust, Inc. | 66 | $6.55K | 0.00% | −3,292−98.0% | Reduced |
| Zions Bancorporation, National Association | 65 | $6.44K | 0.00% | −1−1.5% | Reduced |
| Rossby Financial, LCC | 50 | $4.96K | 0.00% | +9+22.0% | Added |
| Picton Mahoney Asset Management | 46 | $4.56K | 0.00% | −70,635−99.9% | Reduced |
| Kilter Group LLC | 46 | $4.56K | 0.00% | −118−72.0% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 38 | $3.82K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 36 | $3.47K | 0.00% | +36 | New |
| Essential Partners LLC | 33 | $3.27K | 0.00% | −347−91.3% | Reduced |
| Massmutual Trust Co FSB | 31 | $3.07K | 0.00% | −8−20.5% | Reduced |
| Fortitude Family Office, LLC | 29 | $2.87K | 0.00% | −16−35.6% | Reduced |
| GoalVest Advisory LLC | 29 | $2.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $2.28K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 22 | $2.18K | 0.00% | +16+266.7% | Added |
| Northwestern Mutual Wealth Management Co | 21 | $2.08K | 0.00% | −58−73.4% | Reduced |
| Westside Investment Management, Inc. | 20 | $1.98K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $1.69K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 15 | $1.49K | 0.00% | +5+50.0% | Added |
| Cromwell Holdings LLC | 13 | $1.29K | 0.00% | +13 | New |
| Spectrum Wealth Advisory Group, LLC | 12 | $1.19K | 0.00% | +12 | New |
| Creative Capital Management Investments LLC | 12 | $1.19K | 0.00% | +12 | New |
| Creative Financial Designs Inc | 11 | $1.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $992 | 0.00% | −2−16.7% | Reduced |
| HFM Investment Advisors, LLC | 10 | $992 | 0.00% | +6+150.0% | Added |
| Cornerstone Financial Management LLC | 10 | $991 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 8 | $794 | 0.00% | +5+166.7% | Added |
| Bell Investment Advisors, Inc | 8 | $793 | 0.00% | −43−84.3% | Reduced |
| CVA Family Office, LLC | 7 | $694 | 0.00% | −52−88.1% | Reduced |
| Raffa Wealth Management, LLC | 7 | $694 | 0.00% | +6+600.0% | Added |
| Plante Moran Financial Advisors, LLC | 7 | $694 | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 7 | $677 | 0.00% | −30−81.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $595 | 0.00% | −5−45.5% | Reduced |
| Ankerstar Wealth, LLC | 5 | $496 | 0.00% | −1−16.7% | Reduced |
| Gilpin Wealth Management, LLC | 5 | $496 | 0.00% | −1−16.7% | Reduced |
| True Wealth Design, LLC | 5 | $496 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $496 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $397 | 0.00% | −3−42.9% | Reduced |
| Godfrey Financial Associates, Inc. | 4 | $396 | 0.00% | −1−20.0% | Reduced |
| Mascoma Wealth Management LLC | 4 | $396 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 4 | $396 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $396 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $298 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $297 | 0.00% | +3 | New |
| Larson Financial Group LLC | 2 | $198 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2 | $198 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $100 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $100 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $93 | 0.00% | +1 | New |
| Cullen/Frost Bankers, Inc. | 0 | $2 | 0.00% | −381−100.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −2,966,901−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −879,580−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −166,100−100.0% | Sold out |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −152,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −140,224−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −136,980−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −136,170−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −130,626−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −122,400−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −124,224−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −112,170−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −109,967−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −106,781−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −102,639−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −100,005−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −96,625−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −95,638−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −74,970−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −67,137−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −66,686−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −57,404−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −48,704−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −48,177−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −40,660−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −37,509−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −36,915−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −36,913−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −35,192−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −34,514−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,506−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −33,372−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −31,903−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −31,270−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −29,558−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −28,305−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −28,143−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −26,460−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −29,804−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −24,460−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −22,162−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −20,019−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −19,918−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −17,818−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −16,870−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,312−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −14,082−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,723−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
