| Huntington National Bank | 101 | $32.7K | 0.00% | −6−5.6% | Reduced |
| Ancora Advisors, LLC | 100 | $32.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 96 | $31.1K | 0.00% | +96 | New |
| Focused Wealth Management, Inc | 93 | $30.1K | 0.00% | +93 | New |
| Harbour Investments, Inc. | 91 | $29.5K | 0.00% | +91 | New |
| Salem Investment Counselors Inc | 86 | $27.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 78 | $25.3K | 0.00% | +78 | New |
| Contravisory Investment Management, Inc. | 75 | $24.3K | 0.01% | +75 | New |
| Signaturefd, LLC | 73 | $23.6K | 0.00% | −10−12.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 70 | $22.7K | 0.01% | +20+40.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 68 | $22.0K | 0.01% | +68 | New |
| Private Trust Co NA | 56 | $18.1K | 0.00% | −1−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 52 | $16.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 49 | $15.9K | 0.01% | +49 | New |
| Grove Bank & Trust | 49 | $15.9K | 0.00% | −8−14.0% | Reduced |
| Princeton Global Asset Management LLC | 48 | $15.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 46 | $14.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 42 | $14.4K | 0.00% | +42 | New |
| Key Financial Inc | 44 | $14.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 37 | $12.0K | 0.00% | +37 | New |
| Frazier Financial Advisors, LLC | 35 | $11.3K | 0.01% | +35 | New |
| Sound Income Strategies, LLC | 35 | $11.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32 | $10.4K | 0.00% | +32 | New |
| REAP Financial Group, LLC | 31 | $10.0K | 0.00% | +31 | New |
| Daiwa Securities Group Inc. | 30 | $10.0K | 0.00% | −4,398−99.3% | Reduced |
| Principal Securities, Inc. | 30 | $9.72K | 0.00% | +30 | New |
| First Horizon Advisors, Inc. | 30 | $9.71K | 0.00% | −15−33.3% | Reduced |
| Bell Investment Advisors, Inc | 29 | $9.39K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $8.42K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 25 | $8.10K | 0.02% | −2−7.4% | Reduced |
| SRS Capital Advisors, Inc. | 25 | $8.10K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 25 | $8.10K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 25 | $8.10K | 0.00% | −3,500−99.3% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $7.77K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $6.80K | 0.00% | −10−32.3% | Reduced |
| Assetmark, Inc | 19 | $6.15K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 17 | $5.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 16 | $5.18K | 0.00% | +2+14.3% | Added |
| JJJ Advisors Inc. | 13 | $4.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $4.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $4.21K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11 | $3.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $3.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $2.59K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 7 | $2.27K | 0.00% | −3−30.0% | Reduced |
| AdvisorNet Financial, Inc | 7 | $2.27K | 0.00% | −1−12.5% | Reduced |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9 | $2.00K | 0.00% | +9 | New |
| Macroview Investment Management LLC | 6 | $1.94K | 0.00% | −7−53.8% | Reduced |
| Venturi Wealth Management, LLC | 6 | $1.94K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $1.62K | 0.00% | −10−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $1.62K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $1.62K | 0.00% | +5 | New |
| Rise Advisors, LLC | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $1.62K | 0.00% | +5 | New |
| Richard W. Paul & Associates, LLC | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $648 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $648 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $642 | 0.00% | −1,050−99.8% | Reduced |
| Tfo-TDC, LLC | 1 | $324 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $324 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Smartleaf Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −24,377−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −14,052−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −8,950−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −7,141−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −6,687−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| Greenfield Savings Bank | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Colony Group LLC | – | – | – | – | Not filed |