| Geneos Wealth Management Inc. | 118 | $7.37K | 0.00% | −20,298−99.4% | Reduced |
| Tradewinds Capital Management, LLC | 115 | $7.18K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 112 | $6.99K | 0.00% | +112 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $6.90K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $6.25K | 0.00% | −375−78.9% | Reduced |
| USCF Advisers LLC | 100 | $6.25K | 0.63% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 96 | $6.00K | 0.00% | +96 | New |
| Rothschild Investment LLC | 91 | $5.68K | 0.00% | +90+9,000.0% | Added |
| Allworth Financial LP | 84 | $5.28K | 0.00% | +17+25.4% | Added |
| Arlington Trust Co LLC | 79 | $4.93K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 75 | $4.68K | 0.00% | +75 | New |
| Washington Trust Co | 73 | $4.59K | 0.00% | −1−1.4% | Reduced |
| JJJ Advisors Inc. | 68 | $4.25K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 68 | $4.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 58 | $3.62K | 0.00% | −2−3.3% | Reduced |
| Carolinas Wealth Consulting LLC | 55 | $3.44K | 0.00% | −9−14.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 52 | $3.25K | 0.00% | +52 | New |
| JFS Wealth Advisors, LLC | 51 | $3.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $3.12K | 0.00% | −2−3.8% | Reduced |
| Bell Investment Advisors, Inc | 43 | $2.69K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 39 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 37 | $2.35K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $2.31K | 0.00% | −2,751−98.7% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 34 | $2.12K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 32 | $2.00K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 31 | $1.93K | 0.00% | +31 | New |
| St Germain D J Co Inc | 30 | $1.87K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 28 | $1.75K | 0.00% | +28 | New |
| West Paces Advisors Inc. | 27 | $1.69K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 25 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $1.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.19K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $1.19K | 0.00% | +19 | New |
| Provenance Wealth Advisors, LLC | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | −4−22.2% | Reduced |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 13 | $812 | 0.00% | −4−23.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $812 | 0.00% | +2+18.2% | Added |
| CVA Family Office, LLC | 8 | $500 | 0.00% | +8 | New |
| Wetzel Investment Advisors, Inc. | 6 | $437 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 6 | $375 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 5 | $312 | 0.00% | +5 | New |
| Rosenberg Matthew Hamilton | 3 | $187 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $125 | 0.00% | −14−87.5% | Reduced |
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −1,018,276−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −1,001,964−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −885,547−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −404,503−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −282,506−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −210,914−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −198,501−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −126,938−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −111,705−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −88,874−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −80,480−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −73,855−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −45,657−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −37,554−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −36,756−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −28,707−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −23,423−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −20,258−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −19,824−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −15,752−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,363−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −13,932−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −13,166−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,072−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −11,478−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,453−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −8,327−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,910−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −6,784−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −6,677−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −5,995−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −5,191−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| Capital Wealth Alliance, LLC | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −3,136−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,367−100.0% | Sold out |
| High Falls Advisors, Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Cladis Investment Advisory, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
