| Bell Investment Advisors, Inc | 79 | $4.35K | 0.00% | +18+29.5% | Added |
| McGuire Capital Advisors Inc | 77 | $4.24K | 0.00% | +77 | New |
| Hantz Financial Services, Inc. | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 70 | $3.85K | 0.00% | +56+400.0% | Added |
| Cullen/Frost Bankers, Inc. | 70 | $3.85K | 0.00% | +1+1.4% | Added |
| American Wealth Advisors, LLC | 69 | $3.79K | 0.00% | +1+1.5% | Added |
| North Star Investment Management Corp. | 66 | $3.64K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 66 | $3.63K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 63 | $3.51K | 0.00% | +63 | New |
| Umb Bank N A | 62 | $3.41K | 0.00% | +62 | New |
| Proathlete Wealth Management LLC | 62 | $3.41K | 0.00% | +62 | New |
| N.E.W. Advisory Services LLC | 60 | $3.30K | 0.00% | +60 | New |
| Evolution Wealth Management Inc. | 55 | $3.03K | 0.00% | +55 | New |
| Penserra Capital Management LLC | 63 | $3.00K | 0.00% | −24−27.6% | Reduced |
| Creative Financial Designs Inc | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 49 | $2.70K | 0.00% | +49 | New |
| ORG Partners LLC | 46 | $2.53K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 17 | $2.43K | 0.00% | +17 | New |
| Lodestone Wealth Management LLC | 43 | $2.37K | 0.00% | +43 | New |
| Wealth Preservation Advisors, LLC | 40 | $2.20K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 28 | $1.54K | 0.00% | +28 | New |
| Strategic Wealth Partners, Ltd. | 26 | $1.43K | 0.00% | +26 | New |
| Key Financial Inc | 23 | $1.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 22 | $1.21K | 0.00% | +22 | New |
| Signature Equity Partners, LLC | 20 | $1.11K | 0.00% | +20 | New |
| Private Wealth Asset Management, LLC | 18 | $990 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $990 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $935 | 0.00% | −1−5.6% | Reduced |
| Tucker Asset Management LLC | 15 | $825 | 0.00% | +15 | New |
| Kozak & Associates, Inc. | 11 | $592 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $551 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 10 | $551 | 0.00% | +10 | New |
| Godfrey Financial Associates, Inc. | 9 | $495 | 0.00% | +9 | New |
| Kilter Group LLC | 1 | $56 | 0.00% | +1 | New |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −255,896−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −183,788−100.0% | Sold out |
| Candelo Capital Management LP | 0 | $0 | 0.00% | −134,195−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −66,633−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −38,863−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,500−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −26,986−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,571−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −25,121−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −25,045−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −21,564−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −16,814−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −14,813−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,845−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,904−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −12,144−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,166−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −8,332−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,363−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −5,630−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,139−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Manhattan West Asset Management, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Burgundy Asset Management Ltd. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| EFG Asset Management (Americas) Corp. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Cobblestone Capital Advisors LLC | – | – | – | – | Not filed |
| Galibier Capital Management Ltd. | – | – | – | – | Not filed |
| Sagard Holdings Management Inc. | – | – | – | – | Not filed |
| Lowe Wealth Advisors, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |
