| GPS Wealth Strategies Group, LLC | 10 | $5.55K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10 | $5.55K | 0.00% | +10 | New |
| Rockbridge Investment Management, LCC | 10 | $5.55K | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 10 | $5.55K | 0.00% | +10 | New |
| Wiser Advisor Group LLC | 10 | $5.55K | 0.01% | +10 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $5.55K | 0.01% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $5.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $5.53K | 0.00% | −2−16.7% | Reduced |
| Bear Mountain Capital, Inc. | 10 | $5.20K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $5.00K | 0.00% | +7+350.0% | Added |
| JJJ Advisors Inc. | 8 | $4.44K | 0.00% | −4−33.3% | Reduced |
| Hartford Financial Management Inc. | 8 | $4.44K | 0.00% | +2+33.3% | Added |
| Aspire Private Capital, LLC | 8 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $4.34K | 0.00% | +1+14.3% | Added |
| Clear Street Markets LLC | 7 | $4.00K | 0.00% | −2−22.2% | Reduced |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 8 | $4.00K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $3.89K | 0.00% | +7 | New |
| Logan Capital Management Inc | 7 | $3.88K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $3.88K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $3.19K | 0.00% | +6 | New |
| ClariVest Asset Management LLC | 5 | $2.78K | 0.00% | +1+25.0% | Added |
| Lee Financial Co | 5 | $2.78K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $2.78K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $2.77K | 0.00% | −41−89.1% | Reduced |
| Focused Wealth Management, Inc | 5 | $2.77K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.77K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $2.77K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 4 | $2.22K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $2.22K | 0.00% | +4 | New |
| Signature Resources Capital Management, LLC | 4 | $2.22K | 0.00% | +4 | New |
| Aspect Partners, LLC | 4 | $2.22K | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $2.22K | 0.00% | +4 | New |
| MCF Advisors LLC | 3 | $1.67K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3 | $1.67K | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 3 | $1.67K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.67K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3 | $1.67K | 0.00% | +3 | New |
| Fairman Group, LLC | 3 | $1.67K | 0.00% | +3 | New |
| REAP Financial Group, LLC | 3 | $1.67K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 2 | $1.11K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | −7−87.5% | Reduced |
| PEAK6 Investments LLC | 1 | $712 | 0.00% | −1−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $556 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $556 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $556 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $556 | 0.00% | +1 | New |
| WealthCollab, LLC | 1 | $556 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $555 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $555 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1 | $555 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1 | $555 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| GQG Partners LLC | 0 | $0 | 0.00% | −931,886−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −254,556−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −124,804−100.0% | Sold out |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −77,881−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −63,994−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,826−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,404−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,201−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,102−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −7,232−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,314−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,164−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −5,698−100.0% | Sold out |
| Montanaro Asset Management Ltd | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,745−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Trium Capital LLP | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,811−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,689−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −3,415−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −1,858−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −877−100.0% | Sold out |