| Oliver Lagore Vanvalin Investment Group | 106 | $8.19K | 0.00% | −21−16.5% | Reduced |
| Halpern Financial, Inc. | 104 | $8.03K | 0.00% | +104 | New |
| Asset Dedication, LLC | 100 | $8.00K | 0.00% | +40+66.7% | Added |
| Brown, Lisle/Cummings, Inc. | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 100 | $7.72K | 0.01% | +100 | New |
| ORG Partners LLC | 94 | $7.62K | 0.00% | +94 | New |
| Fiduciary Alliance LLC | 98 | $7.57K | 0.00% | +98 | New |
| Migdal Insurance & Financial Holdings Ltd. | 95 | $7.00K | 0.00% | −107−53.0% | Reduced |
| Raleigh Capital Management Inc. | 90 | $6.95K | 0.00% | +90 | New |
| 25 LLC | 78 | $6.79K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 83 | $6.41K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 79 | $6.00K | 0.00% | +20+33.9% | Added |
| Avion Wealth | 80 | $6.00K | 0.00% | +80 | New |
| Arlington Partners LLC | 75 | $5.79K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 74 | $5.71K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 70 | $5.41K | 0.00% | +70 | New |
| NewSquare Capital LLC | 65 | $5.02K | 0.00% | −153−70.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 65 | $5.02K | 0.00% | +65 | New |
| VitalStone Financial, LLC | 83 | $5.00K | 0.00% | +4+5.1% | Added |
| Bogart Wealth, LLC | 64 | $4.94K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 60 | $4.63K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 57 | $4.40K | 0.00% | −4−6.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 55 | $4.25K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 55 | $4.25K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $3.86K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 50 | $3.86K | 0.00% | +50 | New |
| Sanctuary Wealth Management, L.L.C. | 48 | $3.71K | 0.00% | +48 | New |
| Concord Wealth Partners | 41 | $3.17K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 40 | $3.09K | 0.00% | +40 | New |
| GW&K Investment Management, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Hallmark Capital Management Inc | 30 | $2.32K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 31 | $2.00K | 0.00% | +31 | New |
| Caldwell Sutter Capital, Inc. | 25 | $1.93K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 24 | $1.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.78K | 0.00% | +1+4.5% | Added |
| Motco | 23 | $1.78K | 0.00% | +23 | New |
| Harbor Investment Advisory, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $1.54K | 0.00% | +20 | New |
| Impact Partnership Wealth, LLC | 19 | $1.47K | 0.00% | +19 | New |
| Cedar Wealth Management, LLC | 18 | $1.39K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 17 | $1.31K | 0.00% | +17 | New |
| Live Oak Investment Partners | – | $1.16K | 0.00% | – | New |
| Baker Avenue Asset Management, LP | 12 | $927 | 0.00% | −5,511−99.8% | Reduced |
| Disciplined Investments, LLC | 12 | $927 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $927 | 0.00% | +12 | New |
| Gordian Capital Singapore Pte Ltd | 11 | $849 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7 | $540 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $309 | 0.00% | +2+100.0% | Added |
| Crewe Advisors LLC | 2 | $155 | 0.00% | −168−98.8% | Reduced |
| Sofos Investments, Inc. | 77 | $140 | 0.00% | +77 | New |
| Comerica Bank | 32,168 | $8 | 0.00% | +32,168 | New |
| Harding Loevner LP | 0 | $0 | 0.00% | −2,685,907−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −482,600−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −242,858−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −147,465−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −125,437−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −118,200−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −93,761−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −56,760−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −36,837−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −31,901−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −21,329−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,714−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −12,504−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,446−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −9,088−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −8,888−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,295−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,252−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,885−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,556−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −5,339−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −5,165−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −4,704−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −4,491−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,168−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,817−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,571−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,380−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −1,209−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |