| Turning Point Benefit Group, Inc. | 41 | $3.24K | 0.00% | +41 | New |
| Rialto Wealth Management, LLC | 39 | $3.08K | 0.00% | −9−18.8% | Reduced |
| Chilton Capital Management LLC | 39 | $3.08K | 0.00% | +39 | New |
| 1015 Capital Partners, LLC | 39 | $3.08K | 0.00% | +39 | New |
| Pin Oak Investment Advisors Inc | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 36 | $2.84K | 0.00% | +4+12.5% | Added |
| POM Investment Strategies, LLC | 36 | $2.84K | 0.00% | +36 | New |
| Signature Equity Partners, LLC | 36 | $2.84K | 0.00% | +36 | New |
| ZRC Wealth Management, LLC | 35 | $2.76K | 0.00% | −19−35.2% | Reduced |
| Clark Wealth Partners | 34 | $2.68K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $2.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $2.37K | 0.00% | +30 | New |
| Motco | 29 | $2.29K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 28 | $2.21K | 0.00% | +5+21.7% | Added |
| Country Trust Bank | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 22 | $1.74K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $1.74K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 20 | $1.58K | 0.00% | +20 | New |
| WestEnd Advisors, LLC | 18 | $1.42K | 0.00% | +5+38.5% | Added |
| Smallwood Wealth Investment Management, LLC | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $1.18K | 0.00% | −6−28.6% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $1.18K | 0.00% | −4−21.1% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $1.18K | 0.00% | +15 | New |
| Ironwood Wealth Management, Inc. | 14 | $1.11K | 0.00% | +14 | New |
| Kozak & Associates, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Anfield Capital Management, LLC | 12 | $947 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 11 | $869 | 0.00% | +11 | New |
| Archer Investment Corp | 11 | $830 | 0.00% | +1+10.0% | Added |
| North Ridge Wealth Advisors, Inc. | 10 | $790 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $790 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 10 | $789 | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 8 | $632 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 8 | $592 | 0.00% | +8 | New |
| Wealth Watch Advisors, INC | 7 | $553 | 0.00% | −24−77.4% | Reduced |
| Rakuten Securities, Inc. | 7 | $553 | 0.00% | −12−63.2% | Reduced |
| IMA Wealth, Inc. | 5 | $394 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $319 | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 3 | $251 | 0.00% | +3 | New |
| Kingdom Financial Group LLC. | 3 | $215 | 0.00% | +3 | New |
| Winnow Wealth LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $79 | 0.00% | +1 | New |
| Lloyd Advisory Services, LLC. | 1 | $65 | 0.00% | +1 | New |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −1,017,104−100.0% | Sold out |
| Danica Pension, Livsforsikringsaktieselskab | 0 | $0 | 0.00% | −372,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −335,600−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −121,987−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −121,666−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −98,233−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −33,274−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −19,730−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,647−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −14,866−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −14,358−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −13,341−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −13,216−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −12,912−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −10,437−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −7,680−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −5,090−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −4,373−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −3,241−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Jackson Thornton Asset Management, LLC | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −3,135−100.0% | Sold out |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −3,031−100.0% | Sold out |
| Stonehaven Wealth & Tax Solutions, LLC | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −2,758−100.0% | Sold out |
| Blalock Williams, LLC | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −2,658−100.0% | Sold out |
| Seamount Financial Group Inc | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |