| Ronald Blue Trust, Inc. | 113 | $12.3K | 0.00% | +113 | New |
| Meeder Asset Management Inc | 110 | $12.0K | 0.00% | +15+15.8% | Added |
| Assetmark, Inc | 100 | $10.9K | 0.00% | +64+177.8% | Added |
| Hilton Head Capital Partners, LLC | 95 | $10.3K | 0.01% | +95 | New |
| Hamrick Investment Counsel, llc | 90 | $9.78K | 0.01% | +90 | New |
| HM Payson & Co | 74 | $8.04K | 0.00% | +74 | New |
| AXS Investments LLC | 73 | $7.93K | 0.00% | −7−8.8% | Reduced |
| SageView Advisory Group, LLC | 71 | $7.72K | 0.00% | +71 | New |
| Harbour Investments, Inc. | 65 | $7.07K | 0.00% | −135−67.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 53 | $6.00K | 0.00% | +7+15.2% | Added |
| High Note Wealth, LLC | 49 | $5.33K | 0.00% | +49 | New |
| Basecamp Wealth Advisors LLC | 47 | $5.11K | 0.00% | +47 | New |
| Chesapeake Asset Management LLC | 43 | $4.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 40 | $4.35K | 0.00% | −1−2.4% | Reduced |
| WPG Advisers, LLC | 40 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $4.13K | 0.00% | −1−2.6% | Reduced |
| Wealth Watch Advisors, INC | 35 | $3.81K | 0.00% | +35 | New |
| Birchwood Financial Partners, Inc. | 28 | $3.04K | 0.00% | +28 | New |
| CWM Advisors, LLC | 28 | $3.04K | 0.00% | +28 | New |
| Westside Investment Management, Inc. | 25 | $2.72K | 0.00% | +25 | New |
| Brandywine Global Investment Management, LLC | 21 | $2.28K | 0.00% | +21 | New |
| Manchester Capital Management LLC | 21 | $2.28K | 0.00% | +21 | New |
| Whittier Trust Co of Nevada Inc | 19 | $2.21K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 16 | $1.74K | 0.00% | +16 | New |
| TD Capital Management LLC | 15 | $1.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $1.63K | 0.00% | +9+150.0% | Added |
| Trust Co of Vermont | 14 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.52K | 0.00% | +5+55.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $1.41K | 0.00% | −17−56.7% | Reduced |
| Dunhill Financial, LLC | 13 | $1.41K | 0.00% | +3+30.0% | Added |
| Vermillion Wealth Management, Inc. | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $1.20K | 0.00% | +11 | New |
| Global Wealth Strategies & Associates | 10 | $1.09K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 8 | $870 | 0.00% | +7+700.0% | Added |
| Marquette Asset Management, LLC | 7 | $761 | 0.00% | +7 | New |
| Breakwater Investment Management | 7 | $761 | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 7 | $761 | 0.00% | +7 | New |
| Golden State Wealth Management, LLC | 6 | $652 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $544 | 0.00% | +5 | New |
| Concord Wealth Partners | 5 | $544 | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $435 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 3 | $326 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 2 | $217 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $109 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $109 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $109 | 0.00% | +1 | New |
| Rossby Financial, LCC | 1 | $109 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $109 | 0.00% | +1 | New |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −418,400−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −311,346−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −210,203−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −173,197−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −132,498−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −105,750−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −55,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −53,997−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −49,368−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −48,500−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −40,545−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,618−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −27,270−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −22,193−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,818−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −13,566−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −7,538−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,829−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −5,515−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −5,301−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −5,135−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −5,003−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,222−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| PPM America Inc | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −3,754−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,687−100.0% | Sold out |
| Citadel Investment Advisory, Inc. | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
