| Red Tortoise LLC | 21 | $10.5K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 21 | $10.5K | 0.01% | +4+23.5% | Added |
| TFC Financial Management | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $9.50K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 18 | $9.00K | 0.00% | +18 | New |
| Valley National Advisers Inc | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $8.50K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $8.00K | 0.00% | +16 | New |
| Thompson Siegel & Walmsley LLC | 15 | $8.00K | 0.00% | −3−16.7% | Reduced |
| Arlington Partners LLC | 15 | $7.50K | 0.00% | +15 | New |
| Macroview Investment Management LLC | 14 | $7.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $5.98K | 0.00% | +2+20.0% | Added |
| JJJ Advisors Inc. | 12 | $5.79K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $5.50K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $4.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $4.49K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $4.00K | 0.00% | −1−11.1% | Reduced |
| Disciplined Investments, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7 | $3.50K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Sofos Investments, Inc. | 500 | $2.82K | 0.12% | +92+22.5% | Added |
| Lee Financial Co | 5 | $2.50K | 0.00% | −1−16.7% | Reduced |
| Trifecta Capital Advisors, LLC | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $2.50K | 0.00% | +5 | New |
| Pinnacle Financial Partners Inc | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.50K | 0.00% | +5 | New |
| Ahrens Investment Partners LLC | 5 | $2.50K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $1.50K | 0.00% | −1−25.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 3 | $1.50K | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $1.00K | 0.00% | +2 | New |
| Bellevue Asset Management, LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| NewSquare Capital LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 1 | $501 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $500 | 0.00% | – | – |
| USA Financial Portformulas Corp | 1 | $500 | 0.00% | +1 | New |
| Summit Wealth Group, LLC | 28,004 | $0 | 0.00% | +28,004 | New |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −208,030−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −42,737−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,982−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Wilson Asset Management (International) Pty Ltd | 0 | $0 | 0.00% | −10,462−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Reliant Investment Management, LLC | 0 | $0 | 0.00% | −8,717−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,595−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −7,447−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,642−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,114−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −5,923−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,304−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −1,357−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Triune Financial Partners, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −548−100.0% | Sold out |