| Garde Capital, Inc. | 8 | $780 | 0.00% | +8 | New |
| Trifecta Capital Advisors, LLC | 7 | $683 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7 | $682 | 0.00% | −8−53.3% | Reduced |
| Winnow Wealth LLC | 7 | $637 | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 6 | $586 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $585 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 6 | $585 | 0.00% | +6 | New |
| Flaharty Asset Management, LLC | 6 | $584 | 0.00% | +6 | New |
| Nemes Rush Group LLC | 5 | $487 | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 5 | $487 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $487 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $456 | 0.00% | +2+66.7% | Added |
| Valued Wealth Advisors LLC | 4 | $391 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $390 | 0.00% | −22−84.6% | Reduced |
| Bullock Wealth Management Group | 3 | $294 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 3 | $292 | 0.00% | −231−98.7% | Reduced |
| POM Investment Strategies, LLC | 3 | $292 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 3 | $282 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $195 | 0.00% | −4−66.7% | Reduced |
| MorganRosel Wealth Management, LLC | 2 | $195 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $195 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $195 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 1 | $98 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $97 | 0.00% | −19−95.0% | Reduced |
| Investors Research Corp | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $97 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $97 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 0 | $32 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | −418−100.0% | Reduced |
| iA Global Asset Management Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Newport Trust Co | 0 | $0 | 0.00% | −455,160−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −313,111−100.0% | Sold out |
| Cortland Associates Inc | 0 | $0 | 0.00% | −48,999−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −45,740−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −42,042−100.0% | Sold out |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −11,538−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −9,766−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −6,869−100.0% | Sold out |
| Promethium Advisors,llc | 0 | $0 | 0.00% | −6,110−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −5,638−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,517−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −5,327−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,653−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
| Buffington Mohr McNeal | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,766−100.0% | Sold out |
| Compton Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| Bancreek Capital Management, LP | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,245−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −2,855−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −2,655−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,565−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Burns J W & Co Inc | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Camden National Bank | 0 | $0 | 0.00% | −2,382−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,247−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| RKL Wealth Management LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| CPA Asset Management LLC | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Disciplina Capital Management LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
