| First National Bank of South Miami | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $5.00K | 0.00% | +20 | New |
| First Manhattan Co | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 15 | $4.00K | 0.00% | +11+275.0% | Added |
| Northwest Investment Counselors, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Sierra Capital LLC | 15 | $4.00K | 0.00% | +15 | New |
| Tyler-Stone Wealth Management | 16 | $4.00K | 0.00% | +16 | New |
| Brewin Dolphin Ltd | 18 | $4.00K | 0.00% | +18 | New |
| Aspire Private Capital, LLC | 14 | $3.00K | 0.00% | +2+16.7% | Added |
| Column Capital Advisors, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Schubert & Co | 14 | $3.00K | 0.00% | +14 | New |
| Steward Financial Group LLC | 15 | $3.00K | 0.00% | +15 | New |
| McCarthy Grittinger Financial Group, LLC | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $2.00K | 0.00% | −258−91.8% | Reduced |
| Country Trust Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Paragon Capital Management Ltd | 10 | $2.00K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Albion Financial Group | 6 | $1.00K | 0.00% | −38−86.4% | Reduced |
| Private Ocean, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 4 | $943 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $471 | 0.00% | – | – |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −674,402−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −327,400−100.0% | Sold out |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −318,475−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −190,200−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −133,158−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −118,679−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −61,386−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −55,379−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −38,212−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −24,924−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −23,168−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −18,092−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −15,784−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −14,008−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −12,982−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −11,610−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −10,044−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −9,410−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −9,070−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,814−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −5,639−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,140−100.0% | Sold out |
| Crumly & Associates Inc. | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −1,547−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Wealth Management Partners, LLC | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
