| Annis Gardner Whiting Capital Advisors, LLC | 23 | $19.4K | 0.01% | +23 | New |
| Rise Advisors, LLC | 22 | $18.5K | 0.01% | +22 | New |
| Sit Investment Associates Inc | 20 | $17.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $16.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $16.9K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 20 | $16.9K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 19 | $16.0K | 0.00% | +4+26.7% | Added |
| Castleview Partners, LLC | 19 | $16.0K | 0.01% | −45−70.3% | Reduced |
| Baker Avenue Asset Management, LP | 19 | $16.0K | 0.00% | +2+11.8% | Added |
| JFS Wealth Advisors, LLC | 18 | $15.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $15.2K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $15.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 18 | $15.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $14.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $13.5K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 14 | $11.8K | 0.00% | −999−98.6% | Reduced |
| Red Tortoise LLC | 14 | $11.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $11.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $11.0K | 0.01% | +2+18.2% | Added |
| Bell Investment Advisors, Inc | 13 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 13 | $11.0K | 0.01% | +3+30.0% | Added |
| Central Trust Co | 11 | $9.28K | 0.00% | −20−64.5% | Reduced |
| Global Wealth Strategies & Associates | 11 | $9.27K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 10 | $8.43K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 9 | $7.59K | 0.01% | +9 | New |
| Piscataqua Savings Bank | 9 | $7.59K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $7.59K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 9 | $7.00K | 0.00% | −3−25.0% | Reduced |
| Abound Wealth Management | 8 | $6.79K | 0.00% | +1+14.3% | Added |
| Bogart Wealth, LLC | 8 | $6.75K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $5.96K | 0.00% | +6 | New |
| Cedar Wealth Management, LLC | 7 | $5.90K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $5.90K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7 | $5.90K | 0.00% | +7 | New |
| Bellevue Asset Management, LLC | 7 | $5.90K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $5.06K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $5.00K | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 5 | $4.22K | 0.00% | −1−16.7% | Reduced |
| LGT Financial Advisors LLC | 5 | $4.22K | 0.01% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $4.21K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $3.37K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $3.37K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4 | $3.37K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4 | $3.37K | 0.00% | +2+100.0% | Added |
| Aspire Private Capital, LLC | 4 | $3.37K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $3.31K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $2.53K | 0.00% | −1−25.0% | Reduced |
| Creative Financial Designs Inc | 3 | $2.53K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $2.53K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $2.53K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $1.33K | 0.00% | −894−100.0% | Reduced |
| Raleigh Capital Management Inc. | 1 | $1.24K | 0.00% | +1 | New |
| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| Capital Analysts, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $904 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $844 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $843 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $843 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $843 | 0.00% | +1 | New |
| Pacific Center for Financial Services | 0 | $15 | 0.00% | 0 | Unchanged |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 0 | $0 | 0.00% | −312,747−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −4,093−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,777−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |