| Brewin Dolphin Ltd | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 40 | $12.0K | 0.00% | +40 | New |
| Sutton Wealth Advisors Inc. | 39 | $11.8K | 0.00% | +36+1,200.0% | Added |
| West Paces Advisors Inc. | 38 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $11.0K | 0.00% | +16+72.7% | Added |
| Solstein Capital, LLC | 34 | $10.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $9.00K | 0.00% | −171−85.1% | Reduced |
| Dividend Assets Capital, LLC | 31 | $9.00K | 0.00% | −36−53.7% | Reduced |
| Better Money Decisions, LLC | 30 | $9.00K | 0.01% | +30 | New |
| Financial Perspectives, Inc | 27 | $8.19K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 26 | $8.00K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 19 | $8.00K | 0.00% | +19 | New |
| FinTrust Capital Advisors, LLC | 23 | $7.00K | 0.00% | −9−28.1% | Reduced |
| Zions Bancorporation, N.A. | 23 | $7.00K | 0.00% | +13+130.0% | Added |
| Harbour Investments, Inc. | 24 | $7.00K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 22 | $6.77K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 21 | $6.00K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 21 | $6.00K | 0.00% | +1+5.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $6.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $5.14K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 17 | $5.00K | 0.00% | −5−22.7% | Reduced |
| Core Alternative Capital | 18 | $5.00K | 0.00% | +5+38.5% | Added |
| Schubert & Co | 15 | $5.00K | 0.00% | +6+66.7% | Added |
| Plante Moran Financial Advisors, LLC | 15 | $5.00K | 0.00% | +15 | New |
| Bartlett & Co. LLC | 16 | $5.00K | 0.00% | +16 | New |
| Bartlett & Co. Wealth Management LLC | 16 | $4.84K | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 12 | $4.00K | 0.00% | −9−42.9% | Reduced |
| Concord Wealth Partners | 13 | $4.00K | 0.00% | +3+30.0% | Added |
| Steward Financial Group LLC | 14 | $4.00K | 0.00% | +14 | New |
| Anchor Investment Management, LLC | 13 | $3.93K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 12 | $3.63K | 0.00% | +12 | New |
| Tevis Investment Management | 10 | $3.00K | 0.00% | −1,055−99.1% | Reduced |
| Evoke Wealth, LLC | 11 | $3.00K | 0.00% | −12−52.2% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $3.00K | 0.00% | −8−44.4% | Reduced |
| PFG Private Wealth Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.00K | 0.00% | −8−50.0% | Reduced |
| Loomis Sayles & Co L P | 5 | $2.00K | 0.00% | −9−64.3% | Reduced |
| Copeland Capital Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| Baystate Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $2.00K | 0.00% | +6+300.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4 | $1.00K | 0.00% | −12−75.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Cribstone Capital Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Morton Brown Family Wealth, LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $302 | 0.00% | – | – |
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −61,966−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −41,237−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −11,495−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −10,639−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,882−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −8,616−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −8,377−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,325−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,194−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| Western Financial Corporation | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −3,547−100.0% | Sold out |
| F3Logic, LLC | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,462−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −2,357−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,527−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −951−100.0% | Sold out |