| Keating Financial Advisory Services, Inc. | 55 | $1.95K | 0.00% | +55 | New |
| CoreCap Advisors, LLC | 54 | $1.91K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 53 | $1.88K | 0.00% | +27+103.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 52 | $1.84K | 0.00% | −11−17.5% | Reduced |
| HM Payson & Co | 52 | $1.84K | 0.00% | +52 | New |
| Aspect Partners, LLC | 48 | $1.70K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 47 | $1.67K | 0.00% | +47 | New |
| Cromwell Holdings LLC | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $1.63K | 0.00% | +36+360.0% | Added |
| Tradewinds Capital Management, LLC | 40 | $1.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $1.31K | 0.00% | −9−19.6% | Reduced |
| Imprint Wealth LLC | 35 | $1.24K | 0.01% | −15−30.0% | Reduced |
| Quent Capital, LLC | 35 | $1.24K | 0.00% | +30+600.0% | Added |
| Optima Capital LLC | 35 | $1.24K | 0.00% | +35 | New |
| Private Trust Co NA | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 27 | $957 | 0.00% | +24+800.0% | Added |
| Litman Gregory Asset Management LLC | 25 | $887 | 0.00% | +25 | New |
| Flagship Harbor Advisors, LLC | 24 | $851 | 0.00% | +24 | New |
| Sunrise Financial Services, LLC | 24 | $851 | 0.00% | +24 | New |
| Principia Wealth Advisory, LLC | 22 | $780 | 0.00% | +19+633.3% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $639 | 0.00% | +5+38.5% | Added |
| Fortitude Family Office, LLC | 17 | $603 | 0.00% | −34−66.7% | Reduced |
| Quadrant Capital Group LLC | 17 | $603 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 16 | $568 | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 16 | $567 | 0.00% | +11+220.0% | Added |
| North Star Investment Management Corp. | 15 | $532 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $496 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 13 | $461 | 0.00% | +2+18.2% | Added |
| Bogart Wealth, LLC | 13 | $461 | 0.00% | +13 | New |
| American Capital Advisory, LLC | 12 | $426 | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 11 | $390 | 0.00% | +11 | New |
| SHP Wealth Management | 11 | $382 | 0.00% | +11 | New |
| Pacer Advisors, Inc. | 10 | $355 | 0.00% | +2+25.0% | Added |
| Quaker Wealth Management, LLC | 10 | $355 | 0.00% | +9+900.0% | Added |
| Central Trust Co | 9 | $320 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 9 | $319 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $284 | 0.00% | −2−20.0% | Reduced |
| HFM Investment Advisors, LLC | 7 | $249 | 0.00% | +3+75.0% | Added |
| 1015 Capital Partners, LLC | 6 | $213 | 0.00% | +6 | New |
| Davis Capital Management | 5 | $177 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $173 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 3 | $107 | 0.00% | −1−25.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $107 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $71 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $35 | 0.00% | +1 | New |
| Avion Wealth | 28 | $0 | 0.00% | +2+7.7% | Added |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −3,688,535−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −1,095,722−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −711,215−100.0% | Sold out |
| SVB Capital Management, LLC | 0 | $0 | 0.00% | −556,582−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −403,585−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −354,814−100.0% | Sold out |
| Conrad N. Hilton Foundation | 0 | $0 | 0.00% | −234,542−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −145,408−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −142,850−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −135,379−100.0% | Sold out |
| UNC Management Company, Inc. | 0 | $0 | 0.00% | −98,160−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −97,654−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −85,900−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −73,836−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −65,778−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −63,265−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −62,375−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −51,144−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −43,950−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −37,788−100.0% | Sold out |
| Fountainhead AM, LLC | 0 | $0 | 0.00% | −34,570−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −33,907−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −31,008−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −30,141−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −28,074−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −26,936−100.0% | Sold out |
| Lexington Partners L.P. | 0 | $0 | 0.00% | −23,454−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −15,998−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −12,135−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,445−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −10,693−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −10,288−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −9,802−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −9,766−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −9,745−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −9,715−100.0% | Sold out |
| Legal Advantage Investments, Inc. | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,186−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −8,739−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −7,650−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −6,877−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −6,381−100.0% | Sold out |
| Johns Hopkins University | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −4,277−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Family Legacy Financial Solutions, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −40−100.0% | Sold out |