| Parallel Advisors, LLC | 131 | $18.4K | 0.00% | −31−19.1% | Reduced |
| Umb Bank N A | 127 | $17.8K | 0.00% | +48+60.8% | Added |
| Huntington National Bank | 110 | $15.4K | 0.00% | −12−9.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 110 | $15.4K | 0.00% | −84−43.3% | Reduced |
| Nomura Asset Management Co Ltd | 99 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 93 | $13.0K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 71 | $9.93K | 0.01% | −23−24.5% | Reduced |
| Los Angeles Capital Management LLC | 69 | $9.65K | 0.00% | −5,290−98.7% | Reduced |
| FNY Investment Advisers, LLC | 62 | $8.00K | 0.00% | +62 | New |
| Owl Creek Wealth Partners LLC | 55 | $7.69K | 0.00% | +55 | New |
| Root Financial Partners, LLC | 40 | $5.59K | 0.00% | +21+110.5% | Added |
| CVA Family Office, LLC | 38 | $5.31K | 0.00% | +13+52.0% | Added |
| Versant Capital Management, Inc | 36 | $5.03K | 0.00% | +5+16.1% | Added |
| Napier Financial, LLC | 35 | $4.89K | 0.00% | +35 | New |
| Tripletail Wealth Management, LLC | 40 | $4.54K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 32 | $4.47K | 0.00% | +4+14.3% | Added |
| Kozak & Associates, Inc. | 35 | $4.42K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 24 | $3.36K | 0.00% | +24 | New |
| Parkside Financial Bank & Trust | 22 | $3.08K | 0.00% | −4−15.4% | Reduced |
| Bessemer Group Inc | 23 | $3.00K | 0.00% | −22−48.9% | Reduced |
| Massmutual Trust Co FSB | 20 | $2.80K | 0.00% | −21−51.2% | Reduced |
| Boreal Capital Management LLC | 20 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $2.52K | 0.00% | −23−56.1% | Reduced |
| Quent Capital, LLC | 18 | $2.52K | 0.00% | −15−45.5% | Reduced |
| Vanguard National Trust Co | 18 | $2.52K | 0.00% | +18 | New |
| EverSource Wealth Advisors, LLC | 18 | $2.52K | 0.00% | +9+100.0% | Added |
| Westend Capital Management, LLC | 16 | $2.24K | 0.00% | +16 | New |
| Federation des caisses Desjardins du Quebec | 15 | $2.10K | 0.00% | −297−95.2% | Reduced |
| Synergy Investment Management, LLC | 14 | $1.96K | 0.00% | +14 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 13 | $1.82K | 0.00% | +13 | New |
| Smartleaf Asset Management LLC | 12 | $1.58K | 0.00% | −12−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $1.40K | 0.00% | +6+150.0% | Added |
| Global Trust Asset Management, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $1.12K | 0.00% | +8 | New |
| MCF Advisors LLC | 7 | $979 | 0.00% | +7 | New |
| Larson Financial Group LLC | 6 | $839 | 0.00% | −13−68.4% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $839 | 0.00% | −2−25.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 6 | $839 | 0.00% | +5+500.0% | Added |
| Clearstead Advisors, LLC | 5 | $700 | 0.00% | −46−90.2% | Reduced |
| TFC Financial Management | 4 | $560 | 0.00% | +3+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $560 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $559 | 0.00% | −1−20.0% | Reduced |
| Highline Wealth Partners LLC | 4 | $559 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $420 | 0.00% | +3 | New |
| Cassaday & Co Wealth Management LLC | 3 | $420 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 3 | $419 | 0.00% | −25−89.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $419 | 0.00% | −10−76.9% | Reduced |
| Bogart Wealth, LLC | 3 | $419 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $419 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $280 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 2 | $247 | 0.00% | +1+100.0% | Added |
| Rossby Financial, LCC | 2 | $226 | 0.00% | +2 | New |
| Rothschild Investment LLC | 1 | $190 | 0.00% | −4−80.0% | Reduced |
| Financial Consulate, Inc | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $140 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $140 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $140 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $140 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $140 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $139 | 0.00% | +1 | New |
| Assetmark, Inc | 0 | $34 | 0.00% | −7−100.0% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | −7−53.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −305,000−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −161,122−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −144,295−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −111,338−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −88,200−100.0% | Sold out |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −87,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −77,514−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −47,970−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −35,022−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −32,716−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −20,082−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −19,219−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −18,428−100.0% | Sold out |
| Del-Sette Capital Management, LLC | 0 | $0 | 0.00% | −14,641−100.0% | Sold out |
| Davidson Kahn Capital Management, LLC | 0 | $0 | 0.00% | −13,537−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −12,648−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −12,436−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −9,030−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,983−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Prentice Capital Management, LP | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −5,121−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
