| Ares Financial Consulting, LLC | 12 | $3.30K | 0.00% | +12 | New |
| Vermillion & White Wealth Management Group, LLC | 11 | $3.14K | 0.00% | +5+83.3% | Added |
| Kozak & Associates, Inc. | 11 | $3.10K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11 | $3.03K | 0.00% | −8−42.1% | Reduced |
| Rakuten Securities, Inc. | 10 | $2.75K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $2.48K | 0.00% | −41−82.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 9 | $2.48K | 0.00% | −19−67.9% | Reduced |
| N.E.W. Advisory Services LLC | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 9 | $2.48K | 0.00% | +9 | New |
| MB, Levis & Associates, LLC | 9 | $2.39K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 8 | $2.29K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 7 | $1.95K | 0.00% | −166−96.0% | Reduced |
| Atlantic Trust, LLC | 7 | $1.93K | 0.00% | −51−87.9% | Reduced |
| WestEnd Advisors, LLC | 7 | $1.93K | 0.00% | −1−12.5% | Reduced |
| Hughes Financial Services, LLC | 7 | $1.93K | 0.00% | +1+16.7% | Added |
| HFM Investment Advisors, LLC | 7 | $1.93K | 0.00% | +2+40.0% | Added |
| Investors Portfolio Services LLC | 6 | $1.71K | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Merited Wealth, LLC | 6 | $1.65K | 0.00% | +6 | New |
| Frazier Financial Advisors, LLC | 5 | $1.38K | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $1.38K | 0.00% | −4−44.4% | Reduced |
| Turning Point Benefit Group, Inc. | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 5 | $1.38K | 0.00% | +2+66.7% | Added |
| Cheviot Value Management, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 4 | $1.10K | 0.00% | −29−87.9% | Reduced |
| NVWM, LLC | 4 | $1.10K | 0.00% | −1−20.0% | Reduced |
| Whipplewood Advisors, LLC | 4 | $1.10K | 0.00% | +4 | New |
| Garton & Associates Financial Advisors LLC | 4 | $1.10K | 0.00% | +4 | New |
| Strategic Wealth Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Picton Mahoney Asset Management | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $826 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $825 | 0.00% | +3 | New |
| NorthAvenue LLC | 2 | $551 | 0.00% | +2 | New |
| 1 North Wealth Services LLC | 2 | $550 | 0.00% | −18−90.0% | Reduced |
| Davis Capital Management | 2 | $550 | 0.00% | −1−33.3% | Reduced |
| POM Investment Strategies, LLC | 2 | $550 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $550 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $550 | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 2 | $550 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $543 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $276 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $276 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $275 | 0.01% | +1 | New |
| McIlrath & Eck, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −302,256−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −240,372−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −113,340−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −91,100−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −81,254−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −74,449−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −71,201−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −50,125−100.0% | Sold out |
| Goodman Financial Corp | 0 | $0 | 0.00% | −45,730−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −40,322−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −40,200−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −35,688−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −33,072−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −21,795−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,478−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −17,201−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −17,148−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −11,970−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −11,284−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,867−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −8,210−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,738−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −7,178−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −6,717−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −5,636−100.0% | Sold out |
| Mountain Lake Investment Management LLC | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −5,048−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,991−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,781−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −3,493−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,079−100.0% | Sold out |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,453−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |