| Hallmark Capital Management Inc | 138 | $33.0K | 0.00% | +138 | New |
| CWM, LLC | 135 | $32.0K | 0.00% | −6−4.3% | Reduced |
| American Research & Management Co. | 135 | $32.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 128 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 154 | $28.0K | 0.00% | +154 | New |
| Earnest Partners LLC | 113 | $27.0K | 0.00% | +100+769.2% | Added |
| Cullen/Frost Bankers, Inc. | 111 | $26.0K | 0.00% | +111 | New |
| Private Capital Group, LLC | 106 | $25.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 105 | $25.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 107 | $24.0K | 0.01% | −8−7.0% | Reduced |
| MUFG Americas Holdings Corp | 102 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $24.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $24.0K | 0.01% | +103 | New |
| Leonteq Securities AG | 100 | $23.6K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 90 | $22.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 89 | $21.0K | 0.00% | +89 | New |
| International Biotechnology Trust PLC | 4,713 | $20.0K | 0.40% | −15,287−76.4% | Reduced |
| Addison Advisors LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 67 | $16.0K | 0.00% | −157−70.1% | Reduced |
| Global Retirement Partners, LLC | 67 | $16.0K | 0.00% | +30+81.1% | Added |
| ClariVest Asset Management LLC | 62 | $15.0K | 0.00% | −5,761−98.9% | Reduced |
| BerganKDV Wealth Management, LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $14.0K | 0.00% | +34+130.8% | Added |
| Fieldpoint Private Securities, LLC | 55 | $13.0K | 0.00% | −135−71.1% | Reduced |
| Smithfield Trust Co | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 56 | $13.0K | 0.00% | +56 | New |
| Chilton Capital Management LLC | 49 | $12.0K | 0.00% | +49 | New |
| Hillsdale Investment Management Inc. | 50 | $12.0K | 0.00% | +50 | New |
| TCI Wealth Advisors, Inc. | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 50 | $11.0K | 0.01% | +25+100.0% | Added |
| Total Clarity Wealth Management, Inc. | 47 | $11.0K | 0.01% | +47 | New |
| Massmutual Trust Co FSB | 44 | $10.0K | 0.00% | +1+2.3% | Added |
| Ellevest, Inc. | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 32 | $8.00K | 0.00% | −335−91.3% | Reduced |
| Tradewinds Capital Management, LLC | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 35 | $8.00K | 0.00% | +1+2.9% | Added |
| Bell Investment Advisors, Inc | 36 | $8.00K | 0.00% | +36 | New |
| Patriot Financial Group Insurance Agency, LLC | 28 | $7.00K | 0.00% | −6−17.6% | Reduced |
| Aspire Private Capital, LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 28 | $7.00K | 0.00% | −2−6.7% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $7.00K | 0.01% | +23+287.5% | Added |
| GHP Investment Advisors, Inc. | 31 | $7.00K | 0.00% | +31 | New |
| Crewe Advisors LLC | 31 | $7.00K | 0.00% | +31 | New |
| Sageworth Trust Co of South Dakota | 26 | $6.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $6.00K | 0.00% | +10+66.7% | Added |
| WR Wealth Planners, LLC | 25 | $5.89K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $5.00K | 0.00% | +20 | New |
| Concord Wealth Partners | 15 | $4.00K | 0.00% | −166−91.7% | Reduced |
| Bartlett & Co. LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 16 | $3.77K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $3.00K | 0.00% | +2+18.2% | Added |
| First Horizon Advisors, Inc. | 10 | $2.00K | 0.00% | +8+400.0% | Added |
| Lee Financial Co | 7 | $2.00K | 0.00% | +7 | New |
| American Portfolios Advisors | 8 | $1.89K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5 | $1.65K | 0.00% | −150−96.8% | Reduced |
| Pittenger & Anderson Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 3 | $707 | 0.00% | −5−62.5% | Reduced |
| Raffa Wealth Management, LLC | 2 | $471 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $236 | 0.00% | +1 | New |
| Allworth Financial LP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −190,073−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −115,371−100.0% | Sold out |
| DG Capital Management, LLC | 0 | $0 | 0.00% | −108,955−100.0% | Sold out |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −51,717−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,209−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,557−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −11,403−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,458−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,065−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,149−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −3,383−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −3,348−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |