| Altshuler Shaham Ltd | 114 | $35.0K | 0.00% | +114 | New |
| Cullen/Frost Bankers, Inc. | 105 | $32.0K | 0.00% | +5+5.0% | Added |
| Farmers & Merchants Investments Inc | 104 | $32.0K | 0.00% | +24+30.0% | Added |
| Lowe Wealth Advisors, LLC | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 97 | $30.0K | 0.01% | +8+9.0% | Added |
| Parallax Volatility Advisers, L.P. | 92 | $28.0K | 0.00% | −1,041−91.9% | Reduced |
| Harbour Investments, Inc. | 88 | $27.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 81 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 76 | $23.0K | 0.00% | −8−9.5% | Reduced |
| Stonebridge Capital Advisors LLC | 70 | $21.0K | 0.00% | −91−56.5% | Reduced |
| Raleigh Capital Management Inc. | 70 | $21.0K | 0.01% | +43+159.3% | Added |
| Wagner Wealth Management, LLC | 66 | $20.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 65 | $20.0K | 0.00% | +1+1.6% | Added |
| 1832 Asset Management L.P. | 61 | $19.0K | 0.00% | −55,841−99.9% | Reduced |
| FinTrust Capital Advisors, LLC | 62 | $18.0K | 0.00% | −65−51.2% | Reduced |
| Geneos Wealth Management Inc. | 59 | $18.0K | 0.00% | +50+555.6% | Added |
| Gradient Investments LLC | 53 | $16.0K | 0.00% | −21,395−99.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $15.0K | 0.20% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 45 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 41 | $12.5K | 0.01% | +1+2.5% | Added |
| TSFG, LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $10.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 34 | $10.0K | 0.01% | +34 | New |
| Coastal Capital Group, Inc. | 33 | $10.0K | 0.00% | +33 | New |
| Evoke Wealth, LLC | 28 | $9.00K | 0.00% | −6−17.6% | Reduced |
| Manchester Capital Management LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $9.00K | 0.00% | +7+29.2% | Added |
| BerganKDV Wealth Management, LLC | 27 | $8.00K | 0.00% | −14−34.1% | Reduced |
| Raffa Wealth Management, LLC | 26 | $7.94K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $7.03K | 0.00% | +23 | New |
| Standard Family Office LLC | 24 | $7.00K | 0.00% | +24 | New |
| Adirondack Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $6.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 18 | $6.00K | 0.00% | +18 | New |
| Hartford Financial Management Inc. | 15 | $5.00K | 0.00% | −35−70.0% | Reduced |
| Jones Financial Companies LLLP | 16 | $5.00K | 0.00% | −4−20.0% | Reduced |
| Versant Capital Management, Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $5.00K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 15 | $5.00K | 0.00% | +15 | New |
| Cambridge Trust Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $4.00K | 0.00% | −1−7.7% | Reduced |
| Aspire Private Capital, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 13 | $4.00K | 0.00% | +13 | New |
| Schubert & Co | 9 | $3.00K | 0.00% | −2−18.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 7 | $2.00K | 0.00% | −4−36.4% | Reduced |
| Creative Financial Designs Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $2.00K | 0.00% | −1−14.3% | Reduced |
| Bellwether Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −7,240−100.0% | Reduced |
| Covington Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Motco | 2 | $1.00K | 0.00% | +2 | New |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | +1 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 20,322 | – | – | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −179,017−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −68,392−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −54,708−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −27,856−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −20,956−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −12,517−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −12,511−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −12,387−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −11,735−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,396−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,632−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,162−100.0% | Sold out |
| Mount Capital Ltd | 0 | $0 | 0.00% | −7,377−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,069−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,797−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Perpetual Investment Management Ltd | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −3,029−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |