| Osterweis Capital Management Inc | 106 | $6.00K | 0.00% | +106 | New |
| WFA Asset Management Corp | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $5.97K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 80 | $5.00K | 0.00% | +80 | New |
| Gradient Investments LLC | 75 | $4.00K | 0.00% | −25−25.0% | Reduced |
| Private Trust Co NA | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 69 | $4.00K | 0.00% | +25+56.8% | Added |
| Davidson Capital Management Inc. | 62 | $4.00K | 0.00% | +25+67.6% | Added |
| Paragon Wealth Strategies, LLC | 60 | $4.00K | 0.00% | +60 | New |
| Beacon Capital Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Money Concepts Capital Corp | 48 | $3.00K | 0.00% | +18+60.0% | Added |
| Hallmark Capital Management Inc | 50 | $3.00K | 0.00% | +20+66.7% | Added |
| Cullen/Frost Bankers, Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Marquette Asset Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Beaird Harris Wealth Management, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 50 | $2.99K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 28 | $2.00K | 0.00% | −60−68.2% | Reduced |
| Duncker Streett & Co Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | +39 | New |
| Hexagon Capital Partners LLC | 31 | $2.00K | 0.00% | +31 | New |
| Sutton Wealth Advisors Inc. | 22 | $1.31K | 0.00% | +1+4.8% | Added |
| Pittenger & Anderson Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 18 | $1.00K | 0.00% | −6−25.0% | Reduced |
| HighMark Wealth Management LLC | 12 | $1.00K | 0.00% | −8−40.0% | Reduced |
| Disciplined Investments, LLC | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Schubert & Co | 20 | $1.00K | 0.00% | +10+100.0% | Added |
| First Financial Corp | 17 | $1.00K | 0.00% | +17 | New |
| American National Bank | 18 | $1.00K | 0.00% | +18 | New |
| Horrell Capital Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| CFS Investment Advisory Services, LLC | 33,819 | $1.00K | 0.00% | +33,819 | New |
| SJS Investment Consulting Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Bellwether Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | +1 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 60,120 | – | – | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | 00.0% | Unchanged |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −548,698−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −394,066−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −377,274−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −157,366−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −125,200−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −99,805−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −64,750−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −62,144−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −61,975−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −47,217−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −38,342−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −33,322−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −31,906−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −30,933−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −28,370−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −25,917−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −25,601−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −22,306−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,835−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −18,325−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −16,686−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −13,285−100.0% | Sold out |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −10,624−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,639−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −6,535−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −6,468−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −3,405−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Afg Fiduciary Services Limited Partnership | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |