| Financial Perspectives, Inc | 27 | $10.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 26 | $9.76K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 26 | $9.00K | 0.00% | +26 | New |
| Core Alternative Capital | 23 | $8.63K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 23 | $8.63K | 0.00% | +9+64.3% | Added |
| Rational Advisors LLC | 22 | $8.41K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 22 | $8.26K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $8.15K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $7.88K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 19 | $7.13K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 17 | $6.40K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 17 | $6.38K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 15 | $5.63K | 0.00% | +8+114.3% | Added |
| AdvisorNet Financial, Inc | 14 | $5.25K | 0.00% | −6−30.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 14 | $5.25K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $5.25K | 0.00% | +14 | New |
| Valley National Advisers Inc | 12 | $5.00K | 0.00% | +8+200.0% | Added |
| Asset Dedication, LLC | 14 | $5.00K | 0.00% | +14 | New |
| Harbor Investment Advisory, LLC | 13 | $4.88K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13 | $4.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $4.50K | 0.00% | −1−7.7% | Reduced |
| Raffa Wealth Management, LLC | 12 | $4.50K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11 | $4.13K | 0.00% | +11 | New |
| Versant Capital Management, Inc | 11 | $4.13K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 11 | $4.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $3.75K | 0.00% | +1+11.1% | Added |
| Concord Wealth Partners | 10 | $3.75K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10 | $3.75K | 0.00% | +10 | New |
| JNBA Financial Advisors | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $3.00K | 0.00% | +4+100.0% | Added |
| Avion Wealth | 10 | $3.00K | 0.00% | +4+66.7% | Added |
| NBC Securities, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Beacon Capital Management, LLC | 7 | $2.68K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 7 | $2.63K | 0.00% | +7 | New |
| Baldwin Brothers Inc | 7 | $2.63K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $2.26K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $2.25K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $2.25K | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 5 | $2.00K | 0.00% | −4−44.4% | Reduced |
| ClariVest Asset Management LLC | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Prestige Wealth Management Group LLC | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $1.88K | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $834 | 0.00% | −1−33.3% | Reduced |
| Atticus Wealth Management, LLC | 2 | $751 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $751 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $751 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $436 | 0.00% | −381−99.7% | Reduced |
| Antonetti Capital Management LLC | 1 | $376 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $375 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $375 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $318 | 0.00% | −4−80.0% | Reduced |
| Andra AP-fonden | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −15,526−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −13,591−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −10,596−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −9,106−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8,938−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,498−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,914−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,706−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −1,397−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| FSM Wealth Advisors, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| WMG Financial Advisors, LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |