| Clearstead Advisors, LLC | 91 | $8.12K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $8.00K | 0.00% | +100 | New |
| Syntax Research, Inc. | 89 | $7.97K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 89 | $7.97K | 0.00% | +74+493.3% | Added |
| SJS Investment Consulting Inc. | 84 | $7.52K | 0.00% | +2+2.4% | Added |
| Tortoise Investment Management, LLC | 80 | $7.16K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $6.73K | 0.00% | −10−11.8% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $6.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $5.73K | 0.00% | +12+23.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62 | $5.62K | 0.00% | −8−11.4% | Reduced |
| Harbor Investment Advisory, LLC | 56 | $5.01K | 0.00% | +1+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 54 | $4.83K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 53 | $4.74K | 0.00% | +3+6.0% | Added |
| MCF Advisors LLC | 50 | $4.47K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.47K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.47K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 50 | $4.47K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 47 | $4.21K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 40 | $3.58K | 0.00% | +40 | New |
| Continuum Advisory, LLC | 38 | $3.40K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 37 | $3.31K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 35 | $3.13K | 0.00% | +35 | New |
| Hantz Financial Services, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 31 | $2.77K | 0.00% | +16+106.7% | Added |
| Highline Wealth Partners LLC | 30 | $2.69K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $1.79K | 0.00% | −30−60.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 20 | $1.79K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 20 | $1.79K | 0.00% | +20 | New |
| TruNorth Capital Management, LLC | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 16 | $1.45K | 0.00% | −816−98.1% | Reduced |
| Signature Resources Capital Management, LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.16K | 0.00% | +1+8.3% | Added |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | −6−33.3% | Reduced |
| GW&K Investment Management, LLC | 16 | $1.00K | 0.00% | +3+23.1% | Added |
| MV Capital Management, Inc. | 11 | $985 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $939 | 0.00% | +1+11.1% | Added |
| Castleview Partners, LLC | 10 | $895 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 10 | $895 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $806 | 0.00% | −10−52.6% | Reduced |
| Sound Income Strategies, LLC | 9 | $806 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 8 | $716 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $537 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $537 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5 | $454 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $448 | 0.00% | +1+25.0% | Added |
| Raleigh Capital Management Inc. | 5 | $448 | 0.00% | +5 | New |
| Wetzel Investment Advisors, Inc. | 4 | $409 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 4 | $358 | 0.00% | +4 | New |
| Ruedi Wealth Management, Inc. | 2 | $179 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $179 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −302,900−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −291,578−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −229,107−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −155,397−100.0% | Sold out |
| Isomer Partners LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −5,911−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −57,189−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −45,322−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −33,910−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −27,005−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −25,968−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −21,967−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −19,706−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −18,886−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −18,380−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,869−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −10,105−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −9,430−100.0% | Sold out |
| Worm Capital, LLC | 0 | $0 | 0.00% | −8,053−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −7,593−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −7,233−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −6,438−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,495−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −4,521−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −4,338−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −4,126−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,585−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |