| Private Capital Group, LLC | 36 | $3.00K | 0.00% | −82−69.5% | Reduced |
| McIlrath & Eck, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 37 | $3.00K | 0.00% | −7−15.9% | Reduced |
| Asset Dedication, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 35 | $3.00K | 0.00% | +7+25.0% | Added |
| TCI Wealth Advisors, Inc. | 44 | $3.00K | 0.00% | +31+238.5% | Added |
| Pin Oak Investment Advisors Inc | 42 | $3.00K | 0.00% | +42 | New |
| Better Money Decisions, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Atlas Capital Advisors LLC | 35 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 24 | $2.00K | 0.00% | +2+9.1% | Added |
| Whittier Trust Co | 22 | $2.00K | 0.00% | +4+22.2% | Added |
| Schubert & Co | 22 | $2.00K | 0.00% | +11+100.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 34 | $2.00K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 27 | $1.98K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 23 | $1.68K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 14 | $1.02K | 0.00% | −729−98.1% | Reduced |
| TFC Financial Management | 8 | $1.00K | 0.00% | −179−95.7% | Reduced |
| Ogorek Anthony Joseph | 20 | $1.00K | 0.00% | −78−79.6% | Reduced |
| Key Financial Inc | 17 | $1.00K | 0.00% | −50−74.6% | Reduced |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | −53−73.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $1.00K | 0.00% | −2−7.4% | Reduced |
| Loomis Sayles & Co L P | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | +1+11.1% | Added |
| Annapolis Financial Services, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | +16 | New |
| Sargent Bickham Lagudis LLC | 12 | $1.00K | 0.00% | +12 | New |
| CX Institutional | 10 | $1.00K | 0.00% | +10 | New |
| Level Financial Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Financial Perspectives, Inc | 12 | $879 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $732 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $586 | 0.00% | +2+33.3% | Added |
| Rockbridge Investment Management, LCC | 4 | $293 | 0.00% | +1+33.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | $222 | 0.00% | −799−99.6% | Reduced |
| WestEnd Advisors, LLC | 1 | $73 | 0.00% | – | – |
| Ancora Advisors, LLC | 3 | $0 | 0.00% | −247−98.8% | Reduced |
| Siena Capital LLC | 5 | $0 | 0.00% | −244−98.0% | Reduced |
| Carolinas Wealth Consulting LLC | 6 | $0 | 0.00% | −58−90.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −49−98.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $0 | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Johnson Financial Group, Inc. | 6 | $0 | 0.00% | +6 | New |
| Lion Street Advisors, LLC | 1,334 | – | – | +1,334 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −260,471−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −163,658−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −97,987−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −54,700−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −50,536−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −36,108−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −32,350−100.0% | Sold out |
| Progressive Investment Management Corp | 0 | $0 | 0.00% | −29,198−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −25,413−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −22,433−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −21,871−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −21,722−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,710−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −18,378−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −18,266−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −17,044−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −16,960−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −16,028−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −12,861−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −12,010−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −11,911−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −11,334−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −9,893−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,614−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −8,432−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,854−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |