| Jones Financial Companies LLLP | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 64 | $11.0K | 0.00% | +4+6.7% | Added |
| Beacon Capital Management, LLC | 63 | $11.0K | 0.00% | +63 | New |
| AllSquare Wealth Management LLC | 58 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 55 | $10.0K | 0.01% | +55 | New |
| Peoples Financial Services Corp. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 54 | $9.00K | 0.00% | +54 | New |
| Glen Eagle Advisors, LLC | 50 | $8.79K | 0.00% | +50 | New |
| Castleview Partners, LLC | 50 | $8.00K | 0.00% | −8,212−99.4% | Reduced |
| Lee Financial Co | 46 | $8.00K | 0.00% | −5−9.8% | Reduced |
| Byrne Asset Management LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 42 | $7.00K | 0.00% | +2+5.0% | Added |
| Robbins Farley LLC | 38 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 37 | $7.00K | 0.00% | +37 | New |
| Freedman Financial Associates, Inc. | 39 | $7.00K | 0.00% | +39 | New |
| Lenox Wealth Advisors, LLC | 34 | $6.00K | 0.00% | −179−84.0% | Reduced |
| Column Capital Advisors, LLC | 34 | $6.00K | 0.00% | −10−22.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 34 | $6.00K | 0.00% | +2+6.3% | Added |
| Aspire Private Capital, LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 28 | $5.00K | 0.00% | +28 | New |
| Financial Management Professionals, Inc. | 28 | $5.00K | 0.00% | +28 | New |
| JJJ Advisors Inc. | 23 | $4.00K | 0.00% | −23−50.0% | Reduced |
| Focused Wealth Management, Inc | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $4.00K | 0.00% | +4+25.0% | Added |
| Disciplined Investments, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Lowe Wealth Advisors, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 15 | $2.61K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $2.00K | 0.00% | −60−85.7% | Reduced |
| Versant Capital Management, Inc | 9 | $2.00K | 0.00% | −8−47.1% | Reduced |
| Western Pacific Wealth Management, LP | 15 | $2.00K | 0.00% | +1+7.1% | Added |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +4+80.0% | Added |
| Loomis Sayles & Co L P | 10 | $2.00K | 0.00% | +10 | New |
| CenterStar Asset Management, LLC | – | $2.00K | 0.00% | – | New |
| Roble, Belko & Company, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Siena Capital LLC | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $351 | 0.00% | – | – |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −101,661−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −82,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −53,716−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −42,001−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,572−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Helios Capital Management Pte. Ltd | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Plaisance Capital LLC | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,985−100.0% | Sold out |
| Capital Management Associates | 0 | $0 | 0.00% | −5,615−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,476−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −5,068−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Lafayette Investments, Inc. | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −2,951−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Johnson Financial Group, LLC | 0 | $0 | 0.00% | −2,041−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −1,867−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −1,873−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −1,734−100.0% | Sold out |
| Mason & Associates Inc | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| US Financial Advisors, LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Investors Financial Group, LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −366−100.0% | Sold out |
