| Solstein Capital, LLC | 33 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $11.0K | 0.00% | +5+18.5% | Added |
| Financial Management Professionals, Inc. | 31 | $11.0K | 0.00% | +4+14.8% | Added |
| Enterprise Financial Services Corp | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 30 | $10.0K | 0.00% | +30 | New |
| Alaethes Wealth LLC | 30 | $10.0K | 0.01% | +30 | New |
| Savior LLC | 27 | $9.00K | 0.01% | −53−66.3% | Reduced |
| Tarbox Family Office, Inc. | 27 | $9.00K | 0.00% | −3−10.0% | Reduced |
| BerganKDV Wealth Management, LLC | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 26 | $9.00K | 0.00% | +26 | New |
| Harvest Fund Management Co., Ltd | 24 | $8.00K | 0.00% | −329−93.2% | Reduced |
| Front Row Advisors LLC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 22 | $8.00K | 0.00% | +11+100.0% | Added |
| Summit Wealth Group, LLC | 20 | $7.00K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 18 | $6.00K | 0.00% | −2−10.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $6.00K | 0.00% | +9+112.5% | Added |
| Manchester Capital Management LLC | 18 | $6.00K | 0.00% | +18 | New |
| HighMark Wealth Management LLC | 14 | $5.00K | 0.00% | −7−33.3% | Reduced |
| First Financial Corp | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 13 | $5.00K | 0.00% | +13 | New |
| West Branch Capital LLC | 14 | $5.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $4.86K | 0.00% | −38−73.1% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $4.00K | 0.00% | +9+300.0% | Added |
| Disciplined Investments, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $2.00K | 0.00% | −352−97.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 7 | $2.00K | 0.00% | +7 | New |
| Standard Family Office LLC | 5 | $2.00K | 0.00% | +5 | New |
| Caldwell Trust Co | 5 | $1.74K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $1.00K | 0.00% | −3−60.0% | Reduced |
| HM Payson & Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spence Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Exane Derivatives | 2 | $703 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $698 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $347 | 0.00% | – | New |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Gradient Investments LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −395,943−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −76,569−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −27,777−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −26,063−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −24,508−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −24,497−100.0% | Sold out |
| Cambridge Financial Group, Inc. | 0 | $0 | 0.00% | −20,943−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −20,143−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −10,981−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −6,312−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Guinness Atkinson Asset Management Inc | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Veritas Investment Partners (UK) Ltd. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
