| Semmax Financial Advisors Inc. | 46 | $6.00K | 0.00% | +1+2.2% | Added |
| Bell Investment Advisors, Inc | 51 | $6.00K | 0.00% | +51 | New |
| Raffa Wealth Management, LLC | 42 | $5.09K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 43 | $5.00K | 0.00% | −1−2.3% | Reduced |
| Laurel Wealth Advisors LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 29 | $4.00K | 0.00% | +20+222.2% | Added |
| FSC Wealth Advisors, LLC | 37 | $4.00K | 0.04% | +37 | New |
| Trustcore Financial Services, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $3.00K | 0.00% | +11+84.6% | Added |
| Enterprise Trust & Investment Co | 21 | $3.00K | 0.00% | +21 | New |
| Bradley & Co. Private Wealth Management, LLC | 23 | $3.00K | 0.00% | +23 | New |
| West Paces Advisors Inc. | 24 | $2.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $2.00K | 0.00% | −13−46.4% | Reduced |
| Westside Investment Management, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $2.00K | 0.00% | +3+18.8% | Added |
| Wolff Wiese Magana LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 13 | $2.00K | 0.00% | +13 | New |
| First Eagle Investment Management, LLC | 17 | $2.00K | 0.00% | +17 | New |
| JJJ Advisors Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Neo Ivy Capital Management | 20 | $2.00K | 0.01% | +20 | New |
| Eagle Bay Advisors LLC | 12 | $1.46K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 11 | $1.00K | 0.00% | −49−81.7% | Reduced |
| USA Financial Portformulas Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 6 | $1.00K | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −65−98.5% | Reduced |
| Surevest, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Apeiron RIA LLC | 1,000 | – | – | +1,000 | New |
| SRB Corp | 0 | $0 | 0.00% | −7,822−100.0% | Sold out |
| Fiduciary Management Inc | 0 | $0 | 0.00% | −1,491,662−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −152,952−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −94,200−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −41,742−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −30,648−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −24,751−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,870−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −20,589−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −19,870−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −18,390−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −15,280−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −11,986−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −11,854−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −10,634−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −10,567−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −10,490−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −10,209−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −10,175−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,167−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −8,169−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| F3Logic, LLC | 0 | $0 | 0.00% | −7,369−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −5,638−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −5,101−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,079−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −4,066−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Minot Wealth Management LLC | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,056−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −2,906−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −2,791−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,583−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −59,778−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −2,297−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Aristotle Atlantic Partners, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |