| Raffa Wealth Management, LLC | 13 | $7.23K | 0.00% | −133−91.1% | Reduced |
| Eagle Bay Advisors LLC | 13 | $7.23K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $7.23K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $7.23K | 0.00% | +13 | New |
| HighMark Wealth Management LLC | 12 | $6.83K | 0.00% | −11−47.8% | Reduced |
| Provenance Wealth Advisors, LLC | 12 | $6.68K | 0.00% | +12 | New |
| Reston Wealth Management LLC | 11 | $6.13K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 11 | $6.12K | 0.00% | +2+22.2% | Added |
| Capital Performance Advisors LLP | 11 | $6.12K | 0.00% | +11 | New |
| Avion Wealth | 11 | $6.00K | 0.00% | −1−8.3% | Reduced |
| Private Wealth Management Group, LLC | 10 | $5.57K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $5.56K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $5.56K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $5.01K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 9 | $5.01K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $5.01K | 0.00% | +4+80.0% | Added |
| Penserra Capital Management LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8 | $4.45K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $4.45K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $4.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $3.90K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 7 | $3.90K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $3.90K | 0.00% | +7 | New |
| TFC Financial Management | 6 | $3.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $3.34K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 5 | $2.78K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 5 | $2.78K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $2.78K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $2.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $2.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $2.23K | 0.00% | +3+300.0% | Added |
| Sound Income Strategies, LLC | 4 | $2.23K | 0.00% | +4 | New |
| Spectrum Wealth Counsel, LLC | 4 | $2.23K | 0.00% | +4 | New |
| Horizon Bancorp Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 3 | $1.67K | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $1.67K | 0.00% | −1−25.0% | Reduced |
| North Star Investment Management Corp. | 3 | $1.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 2 | $1.11K | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $1.11K | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $562 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $557 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $556 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $556 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $556 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $556 | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $556 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $549 | 0.00% | +1 | New |
| Perpetual Ltd | 0 | $0 | 0.00% | −130,319−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −113,400−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −9,564−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,318−100.0% | Sold out |
| Trust Co of Kansas | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,667−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −4,557−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,806−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,960−100.0% | Sold out |
| Carrera Capital Advisors | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Legacy Private Trust Co. | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |