| Iron Horse Wealth Management, LLC | 5 | $1.59K | 0.00% | +5 | New |
| Newbridge Financial Services Group, Inc. | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $956 | 0.00% | −2−40.0% | Reduced |
| Greenline Partners, LLC | 3 | $955 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 3 | $955 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $955 | 0.02% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $928 | 0.00% | +2+200.0% | Added |
| Montag A & Associates Inc | 3 | $885 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $637 | 0.00% | −206−99.0% | Reduced |
| Asset Dedication, LLC | 2 | $637 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $637 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $637 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $637 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $627 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $320 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $319 | 0.00% | −1−50.0% | Reduced |
| Investment Counsel Co of Nevada | 1 | $319 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $319 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $319 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $318 | 0.00% | −10−90.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1 | $318 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $318 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $318 | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 1 | $318 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $318 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $318 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $185 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Manchester Global Management (UK) Ltd | 0 | $0 | 0.00% | −34,300−100.0% | Sold out |
| Alta Capital Management LLC | 0 | $0 | 0.00% | −28,417−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −24,261−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −10,454−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −8,227−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −8,214−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| KP Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| Bancreek Capital Management, LP | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −2,117−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,102−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −1,406−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Rinkey Investments | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −28,374−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |