| Transamerica Financial Advisors, Inc. | 12 | $5.61K | 0.00% | +12 | New |
| Inlight Wealth Management, LLC | 11 | $5.15K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $4.98K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 10 | $4.68K | 0.00% | −9−47.4% | Reduced |
| Toth Financial Advisory Corp | 10 | $4.68K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.68K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $4.68K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $4.68K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 10 | $4.68K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 10 | $4.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $4.68K | 0.00% | +4+66.7% | Added |
| Marquette Asset Management, LLC | 10 | $4.68K | 0.00% | +10 | New |
| Creative Financial Designs Inc | 9 | $4.21K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $3.74K | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 8 | $3.74K | 0.00% | −4−33.3% | Reduced |
| Webster Bank, N. A. | 8 | $3.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $3.74K | 0.00% | +3+60.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $3.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $3.27K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $3.00K | 0.00% | −5−41.7% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $2.81K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $2.81K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 6 | $2.81K | 0.00% | +6 | New |
| Guerra Advisors Inc | 6 | $2.81K | 0.00% | +6 | New |
| Stephens Consulting, LLC | 5 | $2.34K | 0.00% | −1−16.7% | Reduced |
| Center for Financial Planning, Inc. | 5 | $2.34K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5 | $2.34K | 0.00% | +5 | New |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | +6 | New |
| Pension & Wealth Management Advisors, Inc. | 4 | $1.92K | 0.00% | −72−94.7% | Reduced |
| First Pacific Financial | 4 | $1.87K | 0.00% | −2−33.3% | Reduced |
| Blume Capital Management, Inc. | 4 | $1.87K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $1.87K | 0.00% | −140−97.2% | Reduced |
| Aspect Partners, LLC | 4 | $1.87K | 0.00% | −4−50.0% | Reduced |
| FSA Wealth Management LLC | 4 | $1.87K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.87K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 4 | $1.87K | 0.00% | +4 | New |
| Rossby Financial, LCC | 4 | $1.76K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $1.40K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $1.40K | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $1.40K | 0.00% | +3 | New |
| CX Institutional | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2 | $936 | 0.00% | −52−96.3% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $936 | 0.00% | −1−33.3% | Reduced |
| First Command Advisory Services, Inc. | 2 | $936 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 2 | $936 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2 | $936 | 0.00% | +2 | New |
| Wiser Advisor Group LLC | 2 | $936 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $936 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $935 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $881 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $880 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $773 | 0.00% | +1+100.0% | Added |
| Ancora Advisors, LLC | 2 | $706 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $468 | 0.00% | −21−95.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1 | $468 | 0.00% | −6−85.7% | Reduced |
| Kilter Group LLC | 1 | $468 | 0.00% | −4−80.0% | Reduced |
| Tortoise Investment Management, LLC | 1 | $468 | 0.00% | −2−66.7% | Reduced |
| Clear Investment Research, LLC | 1 | $468 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $468 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $468 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $468 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $468 | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 1 | $468 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $468 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $468 | 0.00% | +1 | New |
| Rise Advisors, LLC | 1 | $468 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $468 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $468 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $467 | 0.00% | −1−50.0% | Reduced |
| Clark Wealth Partners | 1 | $401 | 0.00% | 00.0% | Unchanged |
| Capital International Investors | 0 | $0 | 0.00% | −111,806−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −89,888−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −62,983−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −35,796−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −32,150−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −22,070−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −21,324−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,168−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −12,916−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −9,654−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,389−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,696−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −7,067−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −6,782−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −5,599−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,197−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −5,143−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,739−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| Sphera Management Technology Funds Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −1,957−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |