| Avion Wealth | 26 | $4.00K | 0.00% | +10+62.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 20 | $4.00K | 0.00% | +19+1,900.0% | Added |
| Raffa Wealth Management, LLC | 22 | $3.88K | 0.00% | −12−35.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 22 | $3.88K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 22 | $3.88K | 0.00% | +22 | New |
| St. Johns Investment Management Company, LLC | 20 | $3.53K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 20 | $3.53K | 0.00% | +1+5.3% | Added |
| Hoey Investments, Inc | 20 | $3.53K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $3.35K | 0.00% | −7−26.9% | Reduced |
| NBC Securities, Inc. | 17 | $3.09K | 0.28% | −17,781−99.9% | Reduced |
| Quarry LP | 16 | $2.82K | 0.00% | −70−81.4% | Reduced |
| Synergy Investment Management, LLC | 16 | $2.82K | 0.00% | +16 | New |
| Crowley Wealth Management, Inc. | 16 | $2.82K | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 15 | $2.65K | 0.00% | −1−6.3% | Reduced |
| WealthTrak Capital Management LLC | 15 | $2.65K | 0.00% | +15 | New |
| MPWM Advisory Solutions, LLC | 14 | $2.47K | 0.00% | +14 | New |
| Westside Investment Management, Inc. | 14 | $2.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $2.34K | 0.00% | +3+33.3% | Added |
| Laurel Wealth Advisors LLC | 12 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 12 | $2.12K | 0.00% | +12 | New |
| Clark Wealth Partners | 12 | $2.12K | 0.00% | +12 | New |
| True Wealth Design, LLC | 10 | $1.76K | 0.00% | +2+25.0% | Added |
| Central Trust Co | 10 | $1.76K | 0.00% | +9+900.0% | Added |
| Truvestments Capital LLC | 10 | $1.76K | 0.00% | +10 | New |
| Transce3nd, LLC | 10 | $1.76K | 0.00% | +10 | New |
| Plato Investment Management Ltd | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.06K | 0.00% | −72−92.3% | Reduced |
| MCF Advisors LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $1.06K | 0.00% | −2−25.0% | Reduced |
| Core Alternative Capital | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.06K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $1.06K | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 5 | $882 | 0.00% | −22−81.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 5 | $882 | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 5 | $882 | 0.00% | +5 | New |
| Cherry Tree Wealth Management, LLC | 4 | $706 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $706 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $706 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 4 | $706 | 0.00% | +4 | New |
| JDM Financial Group LLC | 3 | $529 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $529 | 0.00% | +1+50.0% | Added |
| Parkworth Wealth Management, Inc. | 3 | $529 | 0.00% | +3 | New |
| Colonial Trust Co | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 2 | $353 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $176 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −116,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −31,080−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −27,440−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −26,749−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,941−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −7,199−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −6,701−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −6,532−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,987−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −5,583−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,386−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −4,931−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −4,063−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −3,782−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −7,202−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,493−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,331−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Davis Investment Partners, LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Lester Murray Antman dba SimplyRich | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Ifrah Financial Services, Inc. | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Quotient Wealth Partners, LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Crestmont Private Wealth LLC | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |