| Hollencrest Capital Management | 11 | $5.33K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11 | $5.33K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 11 | $5.33K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 11 | $5.33K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 11 | $5.33K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 10 | $4.84K | 0.00% | −5−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $4.84K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $4.84K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 10 | $4.84K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9 | $4.36K | 0.00% | +9 | New |
| Geneos Wealth Management Inc. | 9 | $4.36K | 0.00% | −14−60.9% | Reduced |
| Albion Financial Group | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $2.91K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $2.91K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $2.42K | 0.00% | −184−97.4% | Reduced |
| Raffa Wealth Management, LLC | 5 | $2.42K | 0.00% | −2−28.6% | Reduced |
| TD Capital Management LLC | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| True Wealth Design, LLC | 4 | $1.94K | 0.00% | −94−95.9% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $1.94K | 0.00% | +4 | New |
| NBC Securities, Inc. | 3 | $1.55K | 0.14% | −3,308−99.9% | Reduced |
| TFC Financial Management | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $1.45K | 0.00% | +3 | New |
| North Star Investment Management Corp. | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $1.45K | 0.00% | +3 | New |
| Sittner & Nelson, LLC | 3 | $1.45K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $1.45K | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $1.45K | 0.00% | +3 | New |
| BankPlus Trust Department | 3 | $1.45K | 0.00% | +3 | New |
| Fairman Group, LLC | 2 | $969 | 0.00% | −3−60.0% | Reduced |
| NewSquare Capital LLC | 2 | $969 | 0.00% | +2 | New |
| Avalon Trust Co | 2 | $969 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $969 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $969 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $679 | 0.00% | +2 | New |
| Breakwater Investment Management | 1 | $485 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1 | $485 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 1 | $485 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $484 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $484 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $484 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $484 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $484 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Untitled Investments LP | 0 | $0 | 0.00% | −12,740−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,854−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −7,823−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −4,904−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,465−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Martin Investment Management, LLC | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,446−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Wallace Capital Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| New World Advisors LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Fullcircle Wealth LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Matrix Asset Advisors Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |