| Ten Capital Wealth Advisors, LLC | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 30 | $12.0K | 0.01% | +30 | New |
| IMA Wealth, Inc. | 26 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 27 | $11.0K | 0.00% | +27 | New |
| Fortis Advisors, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 24 | $10.0K | 0.00% | +7+41.2% | Added |
| Sound Income Strategies, LLC | 25 | $10.0K | 0.00% | +25 | New |
| Ulland Investment Advisors, LLC | 25 | $10.0K | 0.01% | +25 | New |
| Acima Private Wealth, LLC | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 23 | $9.00K | 0.01% | +23 | New |
| CFS Investment Advisory Services, LLC | 3,182,997 | $8.00K | 0.03% | +3,175,053+39,967.9% | Added |
| San Luis Wealth Advisors LLC | 16 | $8.00K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 17 | $7.00K | 0.00% | +17 | New |
| USA Financial Portformulas Corp | 15 | $6.00K | 0.01% | −162−91.5% | Reduced |
| Gradient Investments LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $6.00K | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 13 | $5.00K | 0.00% | −114−89.8% | Reduced |
| Schubert & Co | 13 | $5.00K | 0.01% | −2−13.3% | Reduced |
| Hanson & Doremus Investment Management | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $5.00K | 0.00% | +13 | New |
| Disciplined Investments, LLC | 12 | $5.00K | 0.00% | +12 | New |
| Worth Asset Management, LLC | 15 | $5.00K | 0.00% | +15 | New |
| Rockbridge Investment Management, LCC | 10 | $4.08K | 0.00% | −140−93.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $4.00K | 0.00% | +2+28.6% | Added |
| MCF Advisors LLC | 9 | $4.00K | 0.00% | +9 | New |
| Stuart Chaussee & Associates, Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Cedar Wealth Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 8 | $3.00K | 0.00% | +8 | New |
| DeDora Capital, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Selective Wealth Management, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | −23−79.3% | Reduced |
| Missouri Trust & Investment Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Financial Enhancement Group LLC | 6 | $2.00K | 0.00% | +6 | New |
| Icapital Wealth LLC | 4 | $1.66K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $1.64K | 0.00% | – | – |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −1,405−99.9% | Reduced |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bivin & Associates, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Ovata Capital Management Ltd | 1 | $0 | 0.00% | −622−99.8% | Reduced |
| Cribstone Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Burleson & Company, LLC | 1 | $0 | 0.00% | +1 | New |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −95,983−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| TRB Advisors LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −34,066−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −21,952−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −17,351−100.0% | Sold out |
| Fundsmith Investment Services Ltd. | 0 | $0 | 0.00% | −16,517−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,541−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,951−100.0% | Sold out |
| Van Leeuwen & Company, LLC | 0 | $0 | 0.00% | −9,638−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −9,479−100.0% | Sold out |
| Sturgeon Ventures LLP | 0 | $0 | 0.00% | −6,377−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,721−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −4,986−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,888−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,049−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Bluestein R H & Co | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Helios Capital Management Pte. Ltd | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Manteio Capital LLC | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Capital One Financial Corp | 0 | $0 | 0.00% | −863−100.0% | Sold out |
