| Red Tortoise LLC | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 17 | $3.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $3.07K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 12 | $3.07K | 0.00% | +2+20.0% | Added |
| IFC & Insurance Marketing, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 11 | $2.83K | 0.00% | +11 | New |
| Morton Brown Family Wealth, LLC | 10 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $2.56K | 0.00% | +6+150.0% | Added |
| J.Safra Asset Management Corp | 10 | $2.56K | 0.00% | +10 | New |
| Westside Investment Management, Inc. | 10 | $2.56K | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 10 | $2.56K | 0.00% | +10 | New |
| Kimelman & Baird, LLC | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $2.31K | 0.00% | −4−30.8% | Reduced |
| Aspect Partners, LLC | 9 | $2.31K | 0.00% | +3+50.0% | Added |
| Rialto Wealth Management, LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.05K | 0.00% | +6+300.0% | Added |
| Delta Asset Management LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.05K | 0.00% | +2+33.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 8 | $2.05K | 0.00% | +8 | New |
| Valley National Advisers Inc | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $1.79K | 0.00% | +1+16.7% | Added |
| Sound Income Strategies, LLC | 6 | $1.66K | 0.00% | +6 | Added |
| Activest Wealth Management | 6 | $1.54K | 0.00% | −54−90.0% | Reduced |
| Signature Resources Capital Management, LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.54K | 0.00% | +1+20.0% | Added |
| Global Wealth Strategies & Associates | 6 | $1.54K | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 6 | $1.54K | 0.00% | +6 | New |
| Princeton Global Asset Management LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 5 | $1.28K | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 5 | $1.28K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $1.15K | 0.00% | +1+33.3% | Added |
| Redwood Park Advisors LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $1.02K | 0.00% | +4 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $976 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 3 | $792 | 0.00% | +3 | New |
| Battery Global Advisors, LLC | 4 | $780 | 0.00% | −115−96.6% | Reduced |
| American Capital Advisory, LLC | 3 | $769 | 0.00% | +1+50.0% | Added |
| TFC Financial Management | 3 | $769 | 0.00% | +3 | New |
| Strategic Wealth Partners, Ltd. | 3 | $768 | 0.00% | −114−97.4% | Reduced |
| Creative Financial Designs Inc | 3 | $768 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $768 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $768 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2 | $560 | 0.00% | −1−33.3% | Reduced |
| Torren Management, LLC | 2 | $527 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 2 | $514 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $513 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $513 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $513 | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $512 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $512 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 2 | $512 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $512 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $266 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $256 | 0.00% | −4−80.0% | Reduced |
| Davis Capital Management | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $256 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $256 | 0.00% | +1 | New |
| Davis Selected Advisers | 0 | $0 | 0.00% | −385,539−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −380,280−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −187,935−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −177,172−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −108,163−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −89,741−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −70,600−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −62,724−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −53,308−100.0% | Sold out |
| Parsifal Capital Management, LP | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −43,407−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −41,485−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −40,480−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −36,374−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,804−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −26,913−100.0% | Sold out |
| Sector Gamma AS | 0 | $0 | 0.00% | −23,942−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −20,738−100.0% | Sold out |
| Investment Management Associates Inc | 0 | $0 | 0.00% | −19,966−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −18,405−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −17,012−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −14,507−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,673−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −13,428−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −13,195−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −11,860−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,030−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −10,571−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −8,009−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,938−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,251−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −6,344−100.0% | Sold out |