| Tarbox Family Office, Inc. | 98 | $25.0K | 0.01% | −36−26.9% | Reduced |
| Loomis Sayles & Co L P | 100 | $25.0K | 0.00% | −24−19.4% | Reduced |
| Column Capital Advisors, LLC | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 97 | $24.0K | 0.00% | +33+51.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 95 | $24.0K | 0.00% | +82+630.8% | Added |
| MV Capital Management, Inc. | 93 | $23.0K | 0.00% | +19+25.7% | Added |
| United Community Bank | 90 | $22.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 87 | $22.0K | 0.00% | +14+19.2% | Added |
| Core Alternative Capital | 87 | $22.0K | 0.01% | +75+625.0% | Added |
| Massmutual Trust Co FSB | 67 | $17.0K | 0.00% | +4+6.3% | Added |
| Sutton Wealth Advisors Inc. | 64 | $16.0K | 0.01% | +6+10.3% | Added |
| Tompkins Financial Corp | 65 | $16.0K | 0.00% | −213−76.6% | Reduced |
| JCIC Asset Management Inc. | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 62 | $16.0K | 0.00% | +5+8.8% | Added |
| EverSource Wealth Advisors, LLC | 65 | $16.0K | 0.00% | +10+18.2% | Added |
| Logan Capital Management Inc | 60 | $15.0K | 0.00% | −171−74.0% | Reduced |
| Kozak & Associates, Inc. | 58 | $15.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 61 | $15.0K | 0.00% | +10+19.6% | Added |
| Northwest Investment Counselors, LLC | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 55 | $14.0K | 0.01% | +55 | New |
| Fortitude Advisory Group L.L.C. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 42 | $11.0K | 0.00% | +11+35.5% | Added |
| Plante Moran Financial Advisors, LLC | 38 | $10.0K | 0.00% | −50−56.8% | Reduced |
| Western Pacific Wealth Management, LP | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 39 | $10.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $10.0K | 0.01% | +40 | New |
| Farmers & Merchants Investments Inc | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $8.27K | 0.00% | +3+10.0% | Added |
| City Holding Co | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 33 | $8.00K | 0.00% | +2+6.5% | Added |
| West Paces Advisors Inc. | 25 | $6.27K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $6.00K | 0.00% | −25−50.0% | Reduced |
| Bedel Financial Consulting, Inc. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 15 | $4.00K | 0.00% | +15 | New |
| Howe & Rusling Inc | 13 | $3.00K | 0.00% | −50−79.4% | Reduced |
| ClariVest Asset Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Cordant, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Heritage Wealth Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| HWG Holdings LP | 9 | $2.00K | 0.00% | −70−88.6% | Reduced |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| SOA Wealth Advisors, LLC. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $2.00K | 0.00% | +3+100.0% | Added |
| Asset Dedication, LLC | 9 | $2.00K | 0.00% | +9 | New |
| MCF Advisors LLC | 6 | $2.00K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −972−99.7% | Reduced |
| Lenox Wealth Advisors, LLC | 2 | $1.00K | 0.00% | −4−66.7% | Reduced |
| HM Payson & Co | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 4 | $1.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $501 | 0.00% | – | – |
| Tower View Investment Management & Research LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 1 | $0 | 0.00% | +1 | New |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −389,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −151,634−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −104,346−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −95,900−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −69,991−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −69,764−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −58,171−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −50,661−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −44,687−100.0% | Sold out |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −38,151−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | 0 | $0 | 0.00% | −20,351−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −18,830−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −18,587−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −18,279−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −16,805−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,772−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −15,191−100.0% | Sold out |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,927−100.0% | Sold out |
| Pacific Asset Management LLC | 0 | $0 | 0.00% | −13,028−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −12,013−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −11,904−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,520−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −11,469−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,705−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,774−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −5,126−100.0% | Sold out |
