| Carroll Financial Associates, Inc. | 179 | $73.0K | 0.00% | −220−55.1% | Reduced |
| Fred Alger Management, LLC | 176 | $73.0K | 0.00% | +19+12.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 159 | $66.0K | 0.00% | +159 | New |
| Gemmer Asset Management LLC | 156 | $64.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 155 | $64.0K | 0.00% | +32+26.0% | Added |
| First Horizon Advisors, Inc. | 155 | $62.0K | 0.00% | +122+369.7% | Added |
| Salem Investment Counselors Inc | 145 | $60.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $55.0K | 0.00% | −12−8.3% | Reduced |
| Pinnacle Financial Partners Inc | 134 | $55.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 133 | $55.0K | 0.01% | +133 | New |
| Altshuler Shaham Ltd | 130 | $54.0K | 0.00% | −13−9.1% | Reduced |
| Huntington National Bank | 124 | $51.0K | 0.00% | −53−29.9% | Reduced |
| Benjamin Edwards Inc | 111 | $46.0K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 115 | $45.0K | 0.02% | +108+1,542.9% | Added |
| Pinnacle Bancorp, Inc. | 103 | $43.0K | 0.02% | −29−22.0% | Reduced |
| Wolff Wiese Magana LLC | 103 | $42.0K | 0.03% | +56+119.1% | Added |
| Harbor Investment Advisory, LLC | 100 | $41.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 93 | $38.0K | 0.01% | −5−5.1% | Reduced |
| Private Capital Group, LLC | 93 | $38.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 90 | $37.0K | 0.00% | −2,385−96.4% | Reduced |
| Centerpoint Advisors, LLC | 90 | $37.0K | 0.02% | +10+12.5% | Added |
| Farmers & Merchants Investments Inc | 88 | $36.0K | 0.00% | −11−11.1% | Reduced |
| Clearstead Advisors, LLC | 77 | $32.0K | 0.00% | +77 | New |
| Jones Financial Companies LLLP | 75 | $31.0K | 0.00% | +50+200.0% | Added |
| Covington Capital Management | 75 | $31.0K | 0.00% | +75 | New |
| Arkadios Wealth Advisors | 75 | $30.0K | 0.00% | −122−61.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 72 | $30.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 67 | $28.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 63 | $26.0K | 0.00% | +63 | New |
| Dark Forest Capital Management LP | 57 | $24.0K | 0.01% | +57 | New |
| Fieldpoint Private Securities, LLC | 55 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 56 | $23.0K | 0.01% | +56 | New |
| Jacobi Capital Management LLC | 53 | $22.0K | 0.00% | +28+112.0% | Added |
| Global Retirement Partners, LLC | 52 | $21.0K | 0.00% | +34+188.9% | Added |
| Reilly Financial Advisors, LLC | 47 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 46 | $19.0K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 46 | $19.0K | 0.01% | +46 | New |
| Stuart Chaussee & Associates, Inc. | 39 | $16.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 37 | $15.0K | 0.00% | −1,717−97.9% | Reduced |
| Cahill Financial Advisors Inc | 35 | $14.0K | 0.00% | +35 | New |
| Meridian Wealth Partners, LLC | 33 | $14.0K | 0.00% | +33 | New |
| CVA Family Office, LLC | 55 | $12.0K | 0.01% | −68−55.3% | Reduced |
| HM Payson & Co | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 27 | $11.0K | 0.00% | −4−12.9% | Reduced |
| Ranger Investment Management, L.P. | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 24 | $10.0K | 0.00% | +24 | New |
| Stonebridge Capital Advisors LLC | 25 | $10.0K | 0.00% | +25 | New |
| Lenox Wealth Advisors, LLC | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 30 | $7.00K | 0.00% | +7+30.4% | Added |
| Plante Moran Financial Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $7.00K | 0.00% | +4+33.3% | Added |
| BerganKDV Wealth Management, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 15 | $6.00K | 0.00% | +15 | New |
| Sandy Spring Bank | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $5.00K | 0.00% | −1−8.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10 | $4.13K | 0.00% | +10 | New |
| Asset Dedication, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Bartlett & Co. LLC | 10 | $4.00K | 0.00% | +10 | New |
| Concord Wealth Partners | 8 | $3.00K | 0.00% | −9−52.9% | Reduced |
| Valley National Advisers Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $3.00K | 0.00% | +7+700.0% | Added |
| MV Capital Management, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Larson Financial Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $2.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 3 | $1.24K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| D'Orazio & Associates, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 9 | – | – | −1−10.0% | Reduced |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −124,000−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −108,374−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −15,298−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,683−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −6,726−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,368−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
