| Crewe Advisors LLC | 15 | $4.46K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $4.46K | 0.00% | −6−28.6% | Reduced |
| Central Trust Co | 12 | $3.57K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 12 | $3.57K | 0.00% | +12 | New |
| TD Waterhouse Canada Inc. | 12 | $3.51K | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 11 | $3.27K | 0.00% | +3+37.5% | Added |
| Capital Advisors, Ltd. LLC | 10 | $3.00K | 0.00% | +2+25.0% | Added |
| Valley National Advisers Inc | 11 | $3.00K | 0.00% | +11 | New |
| Anchor Investment Management, LLC | 10 | $2.97K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $2.97K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $2.68K | 0.00% | −3−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $2.68K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9 | $2.68K | 0.00% | +9 | New |
| Assetmark, Inc | 8 | $2.38K | 0.00% | +1+14.3% | Added |
| Naples Money Management LLC | 7 | $2.04K | 0.00% | −11−61.1% | Reduced |
| Avion Wealth | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 6 | $1.78K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $1.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $1.54K | 0.00% | +1+25.0% | Added |
| ClariVest Asset Management LLC | 5 | $1.49K | 0.00% | −3,353−99.9% | Reduced |
| Cape Investment Advisory, Inc. | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 3 | $1.23K | 0.00% | −37−92.5% | Reduced |
| True Wealth Design, LLC | 4 | $1.19K | 0.00% | +1+33.3% | Added |
| Cornerstone Planning Group LLC | 3 | $1.04K | 0.00% | +3 | New |
| Harvest Fund Management Co., Ltd | 2 | $1.00K | 0.00% | −677−99.7% | Reduced |
| Strengthening Families & Communities, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 3 | $892 | 0.00% | −8−72.7% | Reduced |
| JJJ Advisors Inc. | 3 | $892 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $892 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $892 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $892 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $892 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $595 | 0.00% | −1−33.3% | Reduced |
| Chilton Capital Management LLC | 2 | $595 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $595 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $595 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $297 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 1 | $297 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −132,245−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −35,328−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −30,946−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −18,821−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −17,985−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −12,858−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −10,560−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −10,345−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −9,244−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,173−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −6,027−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −4,014−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,866−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,703−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| MGB Wealth Management, LLC | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −546−100.0% | Sold out |