| Loomis Sayles & Co L P | 79 | $13.0K | 0.00% | +66+507.7% | Added |
| Jones Financial Companies LLLP | 71 | $12.0K | 0.00% | −100−58.5% | Reduced |
| TSFG, LLC | 73 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 71 | $12.0K | 0.00% | +14+24.6% | Added |
| Hexagon Capital Partners LLC | 72 | $12.0K | 0.00% | +12+20.0% | Added |
| Earnest Partners LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $11.0K | 0.01% | +27+77.1% | Added |
| JFS Wealth Advisors, LLC | 67 | $11.0K | 0.00% | +49+272.2% | Added |
| Sutton Wealth Advisors Inc. | 62 | $10.6K | 0.00% | +1+1.6% | Added |
| Glen Eagle Advisors, LLC | 61 | $10.4K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 57 | $10.0K | 0.00% | −9−13.6% | Reduced |
| GHP Investment Advisors, Inc. | 59 | $10.0K | 0.00% | +8+15.7% | Added |
| City State Bank | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 51 | $8.74K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $8.00K | 0.00% | +1+2.1% | Added |
| Geneos Wealth Management Inc. | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 41 | $7.00K | 0.00% | +41 | New |
| Absolute Capital Management, LLC | 37 | $6.36K | 0.01% | +37 | New |
| Center for Financial Planning, Inc. | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $6.00K | 0.00% | +17+94.4% | Added |
| Clearstead Advisors, LLC | 28 | $5.00K | 0.00% | −180−86.5% | Reduced |
| Tower View Investment Management & Research LLC | 30 | $5.00K | 0.00% | −31−50.8% | Reduced |
| Eagle Bay Advisors LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $5.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 27 | $4.60K | 0.00% | −3−10.0% | Reduced |
| Anchor Investment Management, LLC | 27 | $4.60K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $4.00K | 0.00% | +8+57.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Kames Capital plc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 15 | $3.00K | 0.00% | +15 | New |
| Capital Analysts, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 14 | $2.00K | 0.00% | −5−26.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $2.00K | 0.00% | +5+55.6% | Added |
| Financial Enhancement Group LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $2.00K | 0.00% | +1+12.5% | Added |
| American National Bank | 10 | $2.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Hallmark Capital Management Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| New Millennium Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 3 | $512 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $342 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Beacon Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 74,863 | $0 | 0.00% | +74,863 | New |
| Delos Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,907 | – | – | −380−11.6% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 37,186 | – | – | 00.0% | Unchanged |
| Sierra Capital LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −123,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −84,723−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −45,600−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,180−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −13,925−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −12,129−100.0% | Sold out |
| Stone Run Capital, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,468−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −8,410−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,190−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −6,004−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,984−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −5,838−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,310−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,012−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,997−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −3,636−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −10,701−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |