| DecisionPoint Financial, LLC | 20 | $4.04K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 20 | $4.04K | 0.00% | +20 | New |
| Park Place Capital Corp | 18 | $3.63K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 18 | $3.63K | 0.00% | +18 | New |
| Clark Wealth Partners | 18 | $3.63K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 17 | $3.48K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 17 | $3.43K | 0.01% | −147−89.6% | Reduced |
| GoalVest Advisory LLC | 17 | $3.43K | 0.00% | +17 | New |
| WealthTrak Capital Management LLC | 16 | $3.23K | 0.00% | +16 | New |
| Bear Mountain Capital, Inc. | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 15 | $3.03K | 0.00% | +10+200.0% | Added |
| Clear Investment Research, LLC | 14 | $2.83K | 0.00% | +2+16.7% | Added |
| MPWM Advisory Solutions, LLC | 14 | $2.83K | 0.00% | +14 | New |
| Bellwether Advisors, LLC | 13 | $2.62K | 0.00% | +13 | New |
| Noble Wealth Management PBC | 12 | $2.42K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 11 | $2.22K | 0.00% | +11 | New |
| Conquis Financial LLC | 11 | $2.22K | 0.00% | +11 | New |
| Tidemark, LLC | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.02K | 0.00% | +10 | New |
| Mainstream Capital Management LLC | 10 | $2.02K | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 9 | $1.70K | 0.00% | +9 | New |
| Copia Wealth Management | 7 | $1.41K | 0.00% | +7 | New |
| 1620 Investment Advisors, Inc. | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $1.21K | 0.00% | +6 | New |
| Chesapeake Asset Management LLC | 6 | $1.21K | 0.00% | +4+200.0% | Added |
| New Millennium Group LLC | 6 | $1.11K | 0.00% | +1+20.0% | Added |
| Accordant Advisory Group Inc | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| NBC Securities, Inc. | 4 | $903 | 0.08% | −4,082−99.9% | Reduced |
| Orion Capital Management LLC | 2 | $404 | 0.00% | +2 | New |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −339,000−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −173,193−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −108,267−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −40,133−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −28,478−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −19,945−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −15,948−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −15,538−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −13,375−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,240−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −9,003−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −5,642−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −5,340−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −2,593−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Old West Investment Management, LLC | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Revolve Wealth Partners, LLC | 0 | $0 | 0.00% | −1,842−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| Fermata Advisors, LLC | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Ridgecrest Wealth Partners, LLC | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −1,433−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| Legacy Edge Advisors, LLC | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Rice Partnership, LLC | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Kellett Schaffner Wealth Advisors LLC | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Ewa, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| Leisure Capital Management | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Semus Wealth Partners LLC | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| RAM Investment Partners, LLC | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Bath Savings Trust Co | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −972−100.0% | Sold out |