| Evolution Wealth Management Inc. | 8 | $3.67K | 0.00% | −2−20.0% | Reduced |
| Oakmont Advisory Group, LLC | 8 | $3.67K | 0.00% | +8 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $3.67K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $3.21K | 0.00% | −8−53.3% | Reduced |
| Hughes Financial Services, LLC | 7 | $3.21K | 0.00% | −5−41.7% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $3.07K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $2.75K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 6 | $2.75K | 0.00% | +6 | New |
| Colonial Trust Co | 5 | $2.41K | 0.00% | −71−93.4% | Reduced |
| Morton Brown Family Wealth, LLC | 5 | $2.30K | 0.00% | −20−80.0% | Reduced |
| Godsey & Gibb Associates | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $2.30K | 0.00% | +5 | New |
| Point Nemo Capital, LLC | 5 | $2.30K | 0.00% | +5 | New |
| Smallwood Wealth Investment Management, LLC | 5 | $2.29K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $1.84K | 0.00% | −2−33.3% | Reduced |
| Blume Capital Management, Inc. | 4 | $1.84K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.84K | 0.00% | +2+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 4 | $1.84K | 0.00% | +3+300.0% | Added |
| BankPlus Trust Department | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $1.38K | 0.00% | +3 | New |
| Axiom Investment Management LLC | 3 | $1.38K | 0.00% | +3 | New |
| LifeSteps Financial, Inc. | 3 | $1.38K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $945 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 2 | $919 | 0.00% | +2 | New |
| Sittner & Nelson, LLC | 2 | $919 | 0.00% | +2 | New |
| Hoertkorn Richard Charles | 2 | $918 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2 | $918 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $918 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $918 | 0.00% | +2 | New |
| Front Row Advisors LLC | 1 | $501 | 0.00% | −2−66.7% | Reduced |
| Private Wealth Management Group, LLC | 1 | $460 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 1 | $459 | 0.00% | −146−99.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1 | $459 | 0.00% | −38−97.4% | Reduced |
| Southern Michigan Bank & Trust | 1 | $459 | 0.00% | −10−90.9% | Reduced |
| PayPay Securities Corp | 1 | $459 | 0.02% | −1−50.0% | Reduced |
| Gould Capital, LLC | 1 | $459 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $459 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $459 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1 | $459 | 0.00% | +1 | New |
| Islay Capital Management, LLC | 1 | $459 | 0.00% | +1 | New |
| SWAN Capital LLC | 1 | $459 | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $459 | 0.00% | +1 | New |
| Sims Investment Management, LLC | 1 | $459 | 0.00% | +1 | New |
| Monetary Solutions, Ltd | 1 | $459 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $255 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 21 | – | – | +21 | New |
| Coppell Advisory Solutions LLC | 19 | – | – | +19 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −300,309−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −261,166−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −245,436−100.0% | Sold out |
| Styrax Capital, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −113,835−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −106,989−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −106,941−100.0% | Sold out |
| Findlay Park Partners LLP | 0 | $0 | 0.00% | −94,240−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −90,446−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −89,083−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −71,779−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −71,503−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −68,844−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −61,640−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −54,145−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −47,758−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −46,004−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −41,496−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0 | $0 | 0.00% | −37,350−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −35,966−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −32,502−100.0% | Sold out |
| First Long Island Investors, LLC | 0 | $0 | 0.00% | −25,616−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −22,713−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,168−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −19,336−100.0% | Sold out |
| Montaka Global Pty Ltd | 0 | $0 | 0.00% | −15,765−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −14,828−100.0% | Sold out |
| Emmett Investment Management, LP | 0 | $0 | 0.00% | −15,143−100.0% | Sold out |
| FACT Capital, LP | 0 | $0 | 0.00% | −13,754−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −9,931−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −7,206−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −6,555−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −6,380−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −6,053−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −5,928−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −5,694−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| CVFG LLC | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −5,508−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −4,932−100.0% | Sold out |
