| Pin Oak Investment Advisors Inc | 107 | $14.0K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 107 | $13.7K | 0.01% | +107 | New |
| Byrne Asset Management LLC | 95 | $12.2K | 0.01% | −120−55.8% | Reduced |
| Twin Lakes Capital Management, LLC | 83 | $10.7K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 82 | $10.5K | 0.00% | +7+9.3% | Added |
| Acumen Wealth Advisors, LLC | 78 | $9.99K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 70 | $8.97K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 69 | $8.84K | 0.00% | +48+228.6% | Added |
| Montag A & Associates Inc | 67 | $8.61K | 0.00% | +67 | New |
| Private Trust Co NA | 53 | $6.79K | 0.00% | +37+231.3% | Added |
| Medallion Wealth Advisors, LLC | 52 | $6.66K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 50 | $6.41K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 47 | $6.02K | 0.00% | +47 | New |
| Bessemer Group Inc | 43 | $6.00K | 0.00% | +3+7.5% | Added |
| Continuum Advisory, LLC | 42 | $5.38K | 0.00% | +42 | New |
| BOK Financial Private Wealth, Inc. | 38 | $4.87K | 0.00% | +38 | New |
| SOA Wealth Advisors, LLC. | 4,790 | $4.79K | 0.00% | +4,790 | New |
| True Wealth Design, LLC | 37 | $4.74K | 0.00% | +30+428.6% | Added |
| Strategic Wealth Partners, Ltd. | 37 | $4.74K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $4.24K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 32 | $4.10K | 0.00% | −14−30.4% | Reduced |
| SHP Wealth Management | 32 | $4.10K | 0.00% | +22+220.0% | Added |
| Hartford Financial Management Inc. | 30 | $3.85K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $3.85K | 0.00% | +30 | New |
| Cornerstone Financial Management LLC | 30 | $3.84K | 0.00% | +26+650.0% | Added |
| Action Point Financial Planning, LLC | 31 | $3.59K | 0.00% | +31 | New |
| LRI Investments, LLC | 26 | $3.33K | 0.00% | −33−55.9% | Reduced |
| UMA Financial Services, Inc. | 23 | $2.95K | 0.00% | +17+283.3% | Added |
| MidFirst Bank | 23 | $2.95K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 23 | $2.95K | 0.00% | +8+53.3% | Added |
| CWM Advisors, LLC | 21 | $2.69K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $2.44K | 0.00% | +19 | New |
| J.Safra Asset Management Corp | 18 | $2.31K | 0.00% | −1−5.3% | Reduced |
| Cheviot Value Management, LLC | 18 | $2.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.18K | 0.00% | +7+70.0% | Added |
| Darwin Advisors, LLC | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $1.92K | 0.00% | +15 | New |
| Aventura Private Wealth, LLC | 15 | $1.92K | 0.00% | +15 | New |
| Dogwood Wealth Management LLC | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $1.41K | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $1.28K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 10 | $1.28K | 0.00% | −9−47.4% | Reduced |
| Synergy Investment Management, LLC | 9 | $1.17K | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 9 | $1.16K | 0.00% | +9 | New |
| Brown, Lisle/Cummings, Inc. | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 6 | $769 | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 4 | $513 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $513 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3 | $389 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $257 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $256 | 0.00% | −3−60.0% | Reduced |
| Trust Co | 2 | $256 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $129 | 0.00% | −7−87.5% | Reduced |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −521,873−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −321,279−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −204,889−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −92,798−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −71,766−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −52,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,223−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,332−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −26,467−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −23,201−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −17,444−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −13,218−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −11,376−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −9,595−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,486−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −6,130−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −6,065−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,925−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,781−100.0% | Sold out |
| Guardcap Asset Management Ltd | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −2,602−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
