| Allworth Financial LP | 30 | $8.00K | 0.00% | −33−52.4% | Reduced |
| Bell Investment Advisors, Inc | 31 | $8.00K | 0.00% | −1−3.1% | Reduced |
| Pittenger & Anderson Inc | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $8.00K | 0.00% | −1−3.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 31 | $8.00K | 0.00% | +26+520.0% | Added |
| Hantz Financial Services, Inc. | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 27 | $7.00K | 0.00% | +3+12.5% | Added |
| Bollard Group LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 22 | $6.00K | 0.00% | −2−8.3% | Reduced |
| Rocky Mountain Advisers, LLC | 21 | $6.00K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 23 | $6.00K | 0.01% | +23 | New |
| BerganKDV Wealth Management, LLC | 20 | $5.00K | 0.00% | +1+5.3% | Added |
| BDO Wealth Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 19 | $5.00K | 0.00% | +17+850.0% | Added |
| Glassman Wealth Services | 16 | $4.00K | 0.00% | −1−5.9% | Reduced |
| Coston, McIsaac & Partners | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $4.00K | 0.00% | −1−7.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $4.00K | 0.00% | +3+25.0% | Added |
| West Branch Capital LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $4.00K | 0.00% | +15 | New |
| Ronald Blue Trust, Inc. | 10 | $3.00K | 0.00% | −8−44.4% | Reduced |
| Core Alternative Capital | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $3.00K | 0.00% | +2+20.0% | Added |
| Creative Financial Designs Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 10 | $3.00K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 11 | $3.00K | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 6 | $2.00K | 0.00% | −6−50.0% | Reduced |
| Ogorek Anthony Joseph | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | +3+100.0% | Added |
| Sugarloaf Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 9 | $2.00K | 0.00% | +9 | New |
| Pacifica Partners Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Rosenberg Matthew Hamilton | 8 | $2.00K | 0.00% | +8 | New |
| Abound Wealth Management | 7 | $1.89K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −8,236−100.0% | Reduced |
| State of Wyoming | 3 | $1.00K | 0.00% | −98−97.0% | Reduced |
| Surevest, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Community Bank, N.A. | 2 | $1.00K | 0.00% | +2 | New |
| Standard Family Office LLC | 5 | $1.00K | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 2 | $540 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1 | $0 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $0 | 0.00% | +1 | New |
| We Are One Seven, LLC | 194 | – | – | +194 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −183,044−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −46,280−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −34,337−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −28,798−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −25,877−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −13,721−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,443−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −10,845−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −10,073−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −8,865−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −7,430−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −7,285−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −6,220−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −5,339−100.0% | Sold out |
| Breakline Capital LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −3,764−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Baron Silver Stevens Financial Advisors, LLC | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |