| Fortis Group Advisors, LLC | 26 | $2.83K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $2.73K | 0.00% | −9−26.5% | Reduced |
| Private Wealth Management Group, LLC | 25 | $2.72K | 0.00% | −2−7.4% | Reduced |
| First Personal Financial Services | 23 | $2.55K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $2.51K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $2.40K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 22 | $2.37K | 0.00% | +22 | New |
| Winch Advisory Services, LLC | 20 | $2.22K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $2.21K | 0.00% | +20 | New |
| Edmond de Rothschild Holding S.A. | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20 | $2.18K | 0.00% | +3+17.6% | Added |
| Cherry Tree Wealth Management, LLC | 20 | $2.18K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 19 | $2.07K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17 | $1.85K | 0.00% | −260−93.9% | Reduced |
| RFP Financial Group LLC | 15 | $1.64K | 0.00% | −24−61.5% | Reduced |
| Iron Horse Wealth Management, LLC | 13 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.42K | 0.00% | +2+18.2% | Added |
| Cornerstone Planning Group LLC | 12 | $1.37K | 0.00% | −3−20.0% | Reduced |
| Valued Wealth Advisors LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $1.31K | 0.00% | +12 | New |
| Carmichael Hill & Associates, Inc. | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.20K | 0.00% | −4−26.7% | Reduced |
| Abound Wealth Management | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | +5 | New |
| TFC Financial Management | 9 | $982 | 0.00% | −1−10.0% | Reduced |
| Tucker Asset Management LLC | 9 | $981 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $981 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $764 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7 | $764 | 0.00% | +7 | New |
| West Paces Advisors Inc. | 7 | $763 | 0.00% | +7 | New |
| Fairway Wealth LLC | 7 | $763 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 6 | $655 | 0.00% | −24−80.0% | Reduced |
| Unique Wealth Strategies, LLC | 5 | $629 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 5 | $543 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 4 | $437 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $437 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3 | $296 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $218 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 413 | – | – | +413 | New |
| Red Tortoise LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,090,055−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −463,104−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −416,437−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −382,990−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −261,700−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −226,033−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −211,615−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −40,314−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −34,432−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −31,133−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −30,767−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −29,602−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −26,716−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −21,946−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −21,222−100.0% | Sold out |
| Virginia Wealth Management Group, Inc. | 0 | $0 | 0.00% | −20,478−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −19,871−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −18,521−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −17,196−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −15,913−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −14,569−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −14,284−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,979−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,656−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −9,441−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,433−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,263−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −7,675−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,463−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,339−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −6,466−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −5,802−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −5,633−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −3,704−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −3,368−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,176−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,873−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |