| Baystate Wealth Management LLC | 12 | $4.00K | 0.00% | +1+9.1% | Added |
| Versant Capital Management, Inc | 13 | $4.00K | 0.00% | +8+160.0% | Added |
| Glen Eagle Advisors, LLC | 12 | $3.51K | 0.00% | +2+20.0% | Added |
| Gs Investments, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $3.00K | 0.00% | +1+11.1% | Added |
| Lee Financial Co | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Ten Capital Wealth Advisors, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Abound Wealth Management | 8 | $2.41K | 0.00% | +8 | New |
| Column Capital Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Rise Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Newbridge Financial Services Group, Inc. | 3 | $1.00K | 0.00% | −234−98.7% | Reduced |
| Surevest, LLC | 4 | $1.00K | 0.00% | −55−93.2% | Reduced |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3 | $879 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $878 | 0.00% | +3 | New |
| Adelante Capital Management LLC | 294,431 | $0 | 0.00% | −8,914−2.9% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | −316−99.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1 | $0 | 0.00% | +1 | New |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 52 | – | – | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −91,778−100.0% | Sold out |
| Capital Growth Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −17,685−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,134−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,805−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −6,696−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,468−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,029−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −5,715−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,984−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −2,964−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| SFE Investment Counsel | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,143−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Private Asset Management Inc | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
