| Insight Financial Services | 16 | $1.30K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.23K | 0.00% | +2+15.4% | Added |
| Corsicana & Co. | 15 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.13K | 0.00% | −6−30.0% | Reduced |
| PayPay Securities Corp | 14 | $1.13K | 0.03% | +7+100.0% | Added |
| Align Financial, LLC | 1,134 | $1.13K | 0.00% | +1,134 | New |
| SHP Wealth Management | 13 | $1.07K | 0.00% | +13 | New |
| Aspect Partners, LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 17 | $1.00K | 0.00% | +17 | New |
| Quaker Wealth Management, LLC | 11 | $892 | 0.00% | +1+10.0% | Added |
| JNBA Financial Advisors | 11 | $892 | 0.00% | +11 | New |
| Legacy Wealth Managment, LLC | 11 | $892 | 0.00% | +11 | New |
| Copia Wealth Management | 11 | $891 | 0.00% | +6+120.0% | Added |
| American Capital Advisory, LLC | 10 | $811 | 0.00% | +1+11.1% | Added |
| Berkshire Capital Holdings Inc | 10 | $810 | 0.00% | −69,170−100.0% | Reduced |
| TD Capital Management LLC | 9 | $729 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 8 | $648 | 0.00% | +8 | New |
| Central Trust Co | 7 | $601 | 0.00% | +2+40.0% | Added |
| ROSS\JOHNSON & Associates LLC | 7 | $567 | 0.01% | +4+133.3% | Added |
| Advocate Investing Services LLC | 7 | $567 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 6 | $487 | 0.00% | +6 | New |
| Davis Capital Management | 6 | $486 | 0.00% | +2+50.0% | Added |
| North Star Investment Management Corp. | 6 | $486 | 0.00% | +6 | New |
| Trust Co | 6 | $486 | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 6 | $486 | 0.00% | +6 | New |
| Acumen Wealth Advisors, LLC | 5 | $406 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $405 | 0.00% | −225−97.8% | Reduced |
| Front Row Advisors LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $405 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $405 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $371 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $325 | 0.00% | +4 | New |
| Eastern Bank | 4 | $324 | 0.00% | +4 | New |
| Albion Financial Group | 3 | $244 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $243 | 0.00% | −1,000−99.7% | Reduced |
| Key Financial Inc | 3 | $243 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $243 | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $241 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $163 | 0.00% | −1−33.3% | Reduced |
| Tidemark, LLC | 2 | $162 | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 2 | $162 | 0.00% | +2 | New |
| Ritter Daniher Financial Advisory LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $81 | 0.00% | −601−99.8% | Reduced |
| Colonial Trust Advisors | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | – | – | +3 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −1,377−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,878,554−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −1,711,226−100.0% | Sold out |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −1,142,280−100.0% | Sold out |
| Greenvale Capital LLP | 0 | $0 | 0.00% | −1,075,000−100.0% | Sold out |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 0 | $0 | 0.00% | −730,629−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −524,524−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −507,761−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −410,391−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −359,116−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −269,381−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −244,877−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −228,226−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −199,348−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −185,000−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −168,920−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −161,779−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −150,400−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −142,500−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −121,010−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −110,929−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −104,600−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −99,240−100.0% | Sold out |
| JW Asset Management, LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −78,043−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −72,061−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −63,459−100.0% | Sold out |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −61,766−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −55,231−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −50,240−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −50,214−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −49,200−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −45,700−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −45,675−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −37,645−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −34,019−100.0% | Sold out |
| BFI Infinity Ltd. | 0 | $0 | 0.00% | −33,720−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −25,207−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −24,946−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −24,090−100.0% | Sold out |
| Triglav Skladi, D.O.O. | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −21,228−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −20,150−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −19,605−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −18,822−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −16,350−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −15,513−100.0% | Sold out |