| DiNuzzo Private Wealth, Inc. | 20 | $1.60K | 0.00% | +3+17.6% | Added |
| Providence Capital Advisors, LLC | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 17 | $1.36K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $1.22K | 0.00% | +3+25.0% | Added |
| Estabrook Capital Management | 15 | $1.20K | 0.00% | −15−50.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15 | $1.20K | 0.00% | +15 | New |
| Semmax Financial Advisors Inc. | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Unique Wealth Strategies, LLC | 10 | $979 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 12 | $959 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $959 | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11 | $879 | 0.00% | −130−92.2% | Reduced |
| Atlas Capital Advisors LLC | 11 | $879 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 11 | $879 | 0.00% | +11 | New |
| TFC Financial Management | 10 | $799 | 0.00% | +6+150.0% | Added |
| True Wealth Design, LLC | 9 | $720 | 0.00% | +3+50.0% | Added |
| Planning Capital Management Corp | 8 | $640 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $425 | 0.00% | +1+25.0% | Added |
| WealthCollab, LLC | 5 | $400 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $400 | 0.00% | +5 | New |
| Cherry Tree Wealth Management, LLC | 3 | $200 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2 | $160 | 0.00% | −351−99.4% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| PrairieView Partners, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 2 | – | – | 00.0% | Unchanged |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −602,700−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −498,434−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −262,495−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −121,652−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −94,437−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −92,669−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −90,796−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −81,785−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −80,757−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −68,610−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −68,412−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −56,342−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −53,541−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −51,081−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −50,371−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −40,091−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −37,378−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −31,684−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −28,299−100.0% | Sold out |
| Foresight Capital Management Advisors, Inc. | 0 | $0 | 0.00% | −27,620−100.0% | Sold out |
| Mason & Associates, LLC | 0 | $0 | 0.00% | −27,620−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −23,603−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −21,645−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −19,009−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −17,413−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −14,466−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,107−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −11,008−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −10,305−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,174−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,552−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −7,112−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −6,335−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,183−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −5,375−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −5,003−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −4,818−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −4,463−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −3,845−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −3,747−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −3,747−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| WealthBridge Capital Management, LLC | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,444−100.0% | Sold out |
| Aull & Monroe Investment Management Corp | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −2,408−100.0% | Sold out |
| Silver Coast Investments LLC | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |