| Jones Financial Companies LLLP | 8 | $11.0K | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 8 | $11.0K | 0.00% | +8 | New |
| Quent Capital, LLC | 7 | $10.0K | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 7 | $9.44K | 0.00% | +4+133.3% | Added |
| Activest Wealth Management | 7 | $9.00K | 0.01% | −24−77.4% | Reduced |
| TSFG, LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 7 | $9.00K | 0.01% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 9 | $9.00K | 0.01% | +9 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5 | $7.00K | 0.00% | −5−50.0% | Reduced |
| Baystate Wealth Management LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $7.00K | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 5 | $7.00K | 0.00% | +5 | New |
| Vectors Research Management, LLC | 5 | $7.00K | 0.00% | +5 | New |
| Alaethes Wealth LLC | 5 | $7.00K | 0.00% | +5 | New |
| CarsonAllaria Wealth Management, Ltd. | 5 | $7.00K | 0.01% | +5 | New |
| High Net Worth Advisory Group LLC | 5 | $7.00K | 0.00% | +5 | New |
| Northern Oak Wealth Management Inc | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $5.00K | 0.00% | +4 | New |
| Cambridge Trust Co | 4 | $5.00K | 0.00% | +4 | New |
| Mizuho Securities Co. Ltd. | 4 | $5.00K | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 3 | $4.00K | 0.00% | −2−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3 | $4.00K | 0.00% | +3 | New |
| Tompkins Financial Corp | 2 | $3.00K | 0.00% | −23−92.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $3.00K | 0.00% | +2 | New |
| Blue Bell Private Wealth Management, LLC | 2 | $3.00K | 0.00% | +2 | New |
| Stonebridge Capital Advisors LLC | 2 | $3.00K | 0.00% | +2 | New |
| Ellis Investment Partners, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $1.35K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 1 | $1.35K | 0.00% | +1 | New |
| Absolute Capital Management, LLC | 1 | $1.35K | 0.00% | +1 | New |
| Enterprise Financial Services Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −132,967−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −42,230−100.0% | Sold out |
| Squadra Investments - Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −41,797−100.0% | Sold out |
| VELT Partners Investimentos Ltda. | 0 | $0 | 0.00% | −32,719−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −29,208−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −20,420−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −12,245−100.0% | Sold out |
| Park Presidio Capital LLC | 0 | $0 | 0.00% | −10,661−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −7,431−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,488−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −5,605−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,719−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −4,687−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,013−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Titan Global Capital Management USA LLC | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −495−100.0% | Sold out |