| Highland Investment Advisors LLC | 25 | $5.00K | 0.00% | +25 | New |
| Cromwell Holdings LLC | 25 | $4.99K | 0.00% | +11+78.6% | Added |
| Oakworth Capital, Inc. | 25 | $4.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $4.84K | 0.00% | −9−27.3% | Reduced |
| Strive Financial Group ,LLC | 24 | $4.79K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $4.79K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 23 | $4.59K | 0.00% | −4−14.8% | Reduced |
| Cedar Mountain Advisors, LLC | 21 | $4.19K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 21 | $4.11K | 0.00% | +21 | New |
| Tradewinds Capital Management, LLC | 20 | $3.99K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $3.99K | 0.00% | +6+42.9% | Added |
| Vermillion Wealth Management, Inc. | 20 | $3.99K | 0.00% | +15+300.0% | Added |
| Security National Bank of So Dak | 20 | $3.99K | 0.00% | +20 | New |
| Truvestments Capital LLC | 19 | $3.79K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 18 | $3.64K | 0.00% | +18 | New |
| Eastern Bank | 18 | $3.59K | 0.00% | +18 | New |
| Ameriflex Group, Inc. | 18 | $3.59K | 0.00% | +18 | New |
| Silver Grove Financial Group, Inc. | 17 | $3.39K | 0.00% | +14+466.7% | Added |
| Private Trust Co NA | 17 | $3.39K | 0.00% | −31−64.6% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $3.39K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 17 | $3.39K | 0.00% | +17 | New |
| Alpine Bank Wealth Management | 16 | $3.19K | 0.00% | +16 | New |
| HighMark Wealth Management LLC | 15 | $3.02K | 0.00% | −2−11.8% | Reduced |
| Retirement Wealth Solutions LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $2.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $2.79K | 0.00% | −2−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.40K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| NBT Bank N A | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $1.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $1.80K | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 9 | $1.80K | 0.00% | +4+80.0% | Added |
| Breakwater Investment Management | 9 | $1.80K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 9 | $1.80K | 0.00% | −3−25.0% | Reduced |
| Hughes Financial Services, LLC | 9 | $1.80K | 0.00% | −1−10.0% | Reduced |
| Johnson Financial Group, Inc. | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.40K | 0.00% | +1+16.7% | Added |
| Reyes Financial Architecture, Inc. | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 6 | $1.20K | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $1.20K | 0.00% | +6 | New |
| MV Capital Management, Inc. | 5 | $999 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $998 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $798 | 0.00% | −35−89.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $798 | 0.00% | −4−50.0% | Reduced |
| Continuum Advisory, LLC | 4 | $798 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $599 | 0.00% | −6−66.7% | Reduced |
| Burk Holdings LLC | 3 | $599 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $599 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 1 | $200 | 0.00% | −1−50.0% | Reduced |
| Stone House Investment Management, LLC | 1 | $200 | 0.00% | −1−50.0% | Reduced |
| 1015 Capital Partners, LLC | 1 | $200 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $200 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $200 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $200 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $200 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 1 | $200 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $199 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $199 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −717,395−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −165,725−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −73,380−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −37,262−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −36,631−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −28,173−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −21,708−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | −17,519−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −11,885−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,603−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −10,608−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −8,260−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,384−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −5,396−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,558−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −4,484−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −4,347−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Abbington Investment Group | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Mad River Investors | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |