| American Capital Advisory, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $937 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $934 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 7 | $934 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $934 | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 6 | $800 | 0.00% | −97−94.2% | Reduced |
| WestEnd Advisors, LLC | 6 | $800 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6 | $800 | 0.00% | +6 | New |
| Turning Point Benefit Group, Inc. | 6 | $797 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $667 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $667 | 0.00% | +5 | New |
| Hurley Capital, LLC | 5 | $667 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $667 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 4 | $560 | 0.00% | −183−97.9% | Reduced |
| First Command Advisory Services, Inc. | 4 | $534 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $534 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 3 | $402 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $401 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $400 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $400 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 2 | $270 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $267 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $267 | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $267 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $133 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 225 | $91 | 0.00% | −44−16.4% | Reduced |
| Woodline Partners LP | 0 | $0 | 0.00% | −612,129−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −253,345−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −156,782−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −26,198−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −21,814−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −21,729−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −17,464−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,290−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,952−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,780−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −9,660−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −8,248−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −7,726−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,873−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,467−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −6,082−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −5,412−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,822−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −3,827−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −3,272−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,985−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Sterling Investment Counsel, LLC | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| CMC Financial Group | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,063−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,863−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,599−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Signature Resources Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |