| Lloyd Advisory Services, LLC. | 33 | $1.53K | 0.00% | +33 | New |
| Groupe la Francaise | 36 | $1.46K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $1.39K | 0.00% | −3−9.1% | Reduced |
| AdvisorNet Financial, Inc | 30 | $1.39K | 0.00% | +8+36.4% | Added |
| Maseco LLP | 30 | $1.39K | 0.00% | −26−46.4% | Reduced |
| WestEnd Advisors, LLC | 29 | $1.34K | 0.00% | +29 | New |
| Spire Wealth Management | 28 | $1.30K | 0.00% | +9+47.4% | Added |
| Washington Trust Advisors, Inc. | 27 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $1.25K | 0.00% | +27 | New |
| Burk Holdings LLC | 26 | $1.20K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 25 | $1.14K | 0.00% | +1+4.2% | Added |
| Boyd Watterson Asset Management LLC | 23 | $1.06K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $1.06K | 0.00% | +3+15.0% | Added |
| Tounjian Advisory Partners, LLC | 23 | $1.06K | 0.00% | +23 | New |
| Planning Strategies Inc. | 23 | $1.06K | 0.00% | +23 | New |
| Navigoe, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Davis Capital Management | 21 | $971 | 0.00% | +13+162.5% | Added |
| HHM Wealth Advisors, LLC | 20 | $926 | 0.00% | −293−93.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 19 | $879 | 0.00% | −12,732−99.9% | Reduced |
| First Command Advisory Services, Inc. | 19 | $879 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 19 | $879 | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 17 | $786 | 0.00% | +5+41.7% | Added |
| Quaker Wealth Management, LLC | 16 | $741 | 0.00% | −1−5.9% | Reduced |
| Abound Wealth Management | 13 | $617 | 0.00% | −88−87.1% | Reduced |
| Central Trust Co | 12 | $556 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $555 | 0.00% | −5−29.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 10 | $467 | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 10 | $463 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $416 | 0.00% | −6−40.0% | Reduced |
| DecisionPoint Financial, LLC | 9 | $415 | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 8 | $371 | 0.00% | −5−38.5% | Reduced |
| Atlantic Trust, LLC | 7 | $324 | 0.00% | −76−91.6% | Reduced |
| Highline Wealth Partners LLC | 6 | $278 | 0.00% | −47−88.7% | Reduced |
| Dogwood Wealth Management LLC | 6 | $278 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5 | $231 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4 | $186 | 0.00% | +4 | New |
| Aspect Partners, LLC | 4 | $185 | 0.00% | −38−90.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 3 | $139 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $139 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 3 | $139 | 0.00% | +3 | New |
| Clark Wealth Partners | 1 | $47 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 0 | $12 | 0.00% | −400−100.0% | Reduced |
| Capital International Investors | 0 | $0 | 0.00% | −947,319−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −564,888−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −400,187−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −264,271−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −203,407−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −199,086−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −186,684−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −73,110−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −33,907−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −33,900−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −30,703−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −26,941−100.0% | Sold out |
| TIAA Wealth Investment Management LLC | 0 | $0 | 0.00% | −22,960−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,864−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −16,732−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −14,385−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −13,125−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,358−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −11,879−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −11,840−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −10,844−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −8,289−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,785−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −7,365−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −6,853−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,553−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −5,627−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −5,627−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −5,547−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| Tiaa-Cref Individual & Institutional Services, LLC | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Hilton Head Capital Partners, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
