| Selective Wealth Management, Inc. | 42 | $9.00K | 0.01% | +13+44.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 44 | $9.00K | 0.01% | +44 | New |
| Lenox Wealth Advisors, LLC | 37 | $8.00K | 0.00% | −23−38.3% | Reduced |
| Crescent Capital Consulting, LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 40 | $8.00K | 0.00% | +40 | New |
| SOA Wealth Advisors, LLC. | 32 | $6.00K | 0.00% | +14+77.8% | Added |
| State of Wyoming | 24 | $5.00K | 0.00% | −391−94.2% | Reduced |
| Winch Advisory Services, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22 | $5.00K | 0.00% | −5−18.5% | Reduced |
| Trust Co | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $5.00K | 0.00% | +26 | New |
| Valley National Advisers Inc | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Arlington Partners LLC | 13 | $3.00K | 0.00% | −195−93.8% | Reduced |
| Horan Securities, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 14 | $3.00K | 0.00% | +14 | New |
| Annapolis Financial Services, LLC | 15 | $3.00K | 0.00% | +15 | New |
| TD Ameritrade Investment Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $1.65K | 0.00% | +8 | New |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 4 | $824 | 0.00% | −26−86.7% | Reduced |
| Global Financial Private Client, LLC | 3 | $628 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 3 | $618 | 0.00% | +3 | New |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −1,373,979−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −876,671−100.0% | Sold out |
| Intermede Investment Partners Ltd | 0 | $0 | 0.00% | −309,013−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −38,964−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −38,006−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −37,051−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −29,463−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −29,053−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −22,530−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,333−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −10,471−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −7,140−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,335−100.0% | Sold out |
| Scott & Selber, Inc. | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −3,735−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| F3Logic, LLC | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Independent Family Office, LLC | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Sirios Capital Management L P | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
| Diversified Portfolios, Inc. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Brewin Dolphin Wealth Management Ltd | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Corbenic Partners LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
