| Granite FO LLC | 87 | $15.6K | 0.01% | −400−82.1% | Reduced |
| Tortoise Investment Management, LLC | 86 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 80 | $14.4K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 80 | $14.3K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 79 | $14.2K | 0.01% | +79 | New |
| CGC Financial Services, LLC | 78 | $13.9K | 0.01% | +78 | New |
| Eukles Asset Management | 73 | $13.1K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 70 | $12.5K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 70 | $12.5K | 0.01% | +54+337.5% | Added |
| Insight Financial Services | 65 | $11.7K | 0.03% | +60+1,200.0% | Added |
| Rocky Mountain Advisers, LLC | 60 | $11.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $11.6K | 0.00% | +1+1.6% | Added |
| Dakota Community Bank & Trust NA | 60 | $10.8K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 58 | $10.4K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 55 | $9.86K | 0.00% | +50+1,000.0% | Added |
| HighMark Wealth Management LLC | 53 | $9.57K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 52 | $9.32K | 0.00% | +20+62.5% | Added |
| Centennial Bank | 50 | $8.96K | 0.01% | −400−88.9% | Reduced |
| Howard Capital Management Group, LLC | 46 | $8.25K | 0.00% | +46 | New |
| Hoey Investments, Inc | 45 | $8.07K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 47 | $8.00K | 0.01% | +16+51.6% | Added |
| Sanctuary Wealth Management, L.L.C. | 42 | $7.53K | 0.01% | +42 | New |
| Estabrook Capital Management | 40 | $7.17K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 38 | $6.81K | 0.01% | −8−17.4% | Reduced |
| Clearview Wealth Advisors LLC | 35 | $6.27K | 0.01% | +20+133.3% | Added |
| Lam Group, Inc. | 34 | $6.09K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31 | $5.56K | 0.00% | −493−94.1% | Reduced |
| Mendota Financial Group, LLC | 30 | $5.38K | 0.01% | −31−50.8% | Reduced |
| Newton One Investments LLC | 29 | $5.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $5.20K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $5.02K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 27 | $4.84K | 0.00% | +27 | New |
| Hoese & Co LLP | 26 | $4.66K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $4.48K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $4.48K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $4.48K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 24 | $4.37K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 24 | $4.26K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 23 | $4.15K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 23 | $4.12K | 0.00% | −15−39.5% | Reduced |
| Avion Wealth | 24 | $4.00K | 0.00% | +17+242.9% | Added |
| Western Pacific Wealth Management, LP | 22 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $3.76K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 17 | $3.05K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $2.69K | 0.00% | +15 | New |
| Horizons Wealth Management | 14 | $2.51K | 0.00% | +14 | New |
| Kozak & Associates, Inc. | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 9 | $1.67K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 9 | $1.61K | 0.00% | −51−85.0% | Reduced |
| Highline Wealth Partners LLC | 7 | $1.25K | 0.00% | −3−30.0% | Reduced |
| VitalStone Financial, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Delos Wealth Advisors, LLC | 5 | $897 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $409 | 0.00% | −4−66.7% | Reduced |
| Comerica Bank | 10,022 | $9 | 0.00% | +10,022 | New |
| Quilter Plc | 11,240 | – | – | −90−0.8% | Reduced |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −444,121−100.0% | Sold out |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −383,604−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −260,836−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −71,549−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −46,845−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −43,287−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −40,135−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −35,546−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −25,115−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,866−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −23,848−100.0% | Sold out |
| Tilson Financial Group, Inc. | 0 | $0 | 0.00% | −22,894−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −21,923−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −21,875−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −18,183−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −18,113−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −17,469−100.0% | Sold out |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −11,945−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −10,956−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −10,710−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −8,946−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,286−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −8,061−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −7,414−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −7,365−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,246−100.0% | Sold out |
| Aspen Wealth Strategies, LLC | 0 | $0 | 0.00% | −6,243−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −5,874−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −5,391−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −4,527−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Asset Allocation & Management Company, LLC | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −3,920−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
