| My Personal CFO, LLC | 78 | $2.37K | 0.00% | +78 | New |
| CoreCap Advisors, LLC | 74 | $2.25K | 0.00% | +74 | New |
| Capital Advisors, Ltd. LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 89 | $2.00K | 0.00% | +89 | New |
| Schubert & Co | 60 | $1.82K | 0.00% | −24−28.6% | Reduced |
| City Holding Co | 60 | $1.82K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 57 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $1.55K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 51 | $1.55K | 0.00% | +51 | New |
| Fiduciary Alliance LLC | 50 | $1.52K | 0.00% | +50 | New |
| McElhenny Sheffield Capital Management, LLC | 49 | $1.49K | 0.00% | +49 | New |
| Sutton Wealth Advisors Inc. | 48 | $1.46K | 0.00% | −4−7.7% | Reduced |
| Quent Capital, LLC | 43 | $1.31K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $1.25K | 0.00% | −2−4.7% | Reduced |
| Johnson Financial Group, Inc. | 38 | $1.15K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 36 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $1.06K | 0.00% | +2+6.1% | Added |
| First Financial Corp | 35 | $1.06K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $1.03K | 0.00% | +10+41.7% | Added |
| Massmutual Trust Co FSB | 17 | $1.00K | 0.00% | −162−90.5% | Reduced |
| Highlander Capital Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $1.00K | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 30 | $911 | 0.00% | +30 | New |
| Hexagon Capital Partners LLC | 27 | $820 | 0.00% | +27 | New |
| WFA of San Diego, LLC | 24 | $729 | 0.00% | +24 | New |
| MV Capital Management, Inc. | 23 | $699 | 0.00% | −79−77.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 23 | $699 | 0.00% | +23 | New |
| North Star Investment Management Corp. | 16 | $486 | 0.00% | +16 | New |
| Institutional & Family Asset Management, LLC | 15 | $456 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $365 | 0.00% | +12 | New |
| TCI Wealth Advisors, Inc. | 11 | $334 | 0.00% | −66−85.7% | Reduced |
| Delos Wealth Advisors, LLC | 10 | $304 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $304 | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $183 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 6 | $182 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $152 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $121 | 0.00% | +1+33.3% | Added |
| Sound Income Strategies, LLC | 4 | $121 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $91 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1 | $32 | 0.00% | −377−99.7% | Reduced |
| Coastal Capital Group, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1 | $30 | 0.00% | +1 | New |
| Jones Financial Companies LLLP | 7 | $0 | 0.00% | +7 | New |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −708,570−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −588,127−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −452,300−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −390,604−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −352,480−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −320,242−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −235,461−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −158,252−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −149,151−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −91,157−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −86,601−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −64,823−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −46,795−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −40,889−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −38,725−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −31,588−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −29,426−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −25,696−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −25,049−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −25,251−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −22,628−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −21,739−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −20,440−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −15,904−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −15,699−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −15,020−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,543−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −12,896−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −12,763−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,209−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,068−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −9,902−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,423−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −8,330−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −8,141−100.0% | Sold out |
| Boyar Asset Management Inc. | 0 | $0 | 0.00% | −8,019−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,483−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,777−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −6,586−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,561−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,296−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −401−100.0% | Sold out |