| CoreFirst Bank & Trust | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 40 | $2.00K | 0.00% | +40 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 58 | $2.00K | 0.00% | +58 | New |
| Lee Financial Co | 46 | $2.00K | 0.00% | +46 | New |
| JTC Employer Solutions Trusteee Ltd | 42 | $2.00K | 0.00% | +42 | New |
| Howe & Rusling Inc | 19 | $1.00K | 0.00% | −86−81.9% | Reduced |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | −17−47.2% | Reduced |
| First Manhattan Co | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 28 | $1.00K | 0.00% | +20+250.0% | Added |
| Focused Wealth Management, Inc | 16 | $1.00K | 0.00% | +8+100.0% | Added |
| Clear Investment Research, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Column Capital Advisors, LLC | 17 | $1.00K | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| MV Capital Management, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Horan Securities, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Selective Wealth Management, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Cowen Prime Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Financial Perspectives, Inc | 12 | $467 | 0.00% | −363−96.8% | Reduced |
| Kelly Financial Services LLC | 9,478 | $243 | 0.01% | +9,235+3,800.4% | Added |
| WestEnd Advisors, LLC | – | $77 | 0.00% | – | New |
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −6,595−99.8% | Reduced |
| Country Trust Bank | 1 | $0 | 0.00% | −95−99.0% | Reduced |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| BBVA USA | 2 | $0 | 0.00% | +2 | New |
| Albion Financial Group | 7 | $0 | 0.00% | +7 | New |
| Evermay Wealth Management LLC | 8 | $0 | 0.00% | +8 | New |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | +4 | New |
| HWG Holdings LP | 10 | $0 | 0.00% | +10 | New |
| Ford Financial Group, LLC | 25 | $0 | 0.00% | +25 | New |
| Alaethes Wealth LLC | 4 | $0 | 0.00% | +4 | New |
| TSFG, LLC | 5 | – | – | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3 | – | – | +3 | New |
| Prentice Wealth Management LLC | 6 | – | – | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,517,578−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −1,806,442−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −198,780−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −149,870−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −138,000−100.0% | Sold out |
| Coastal Investment Management, L.P. | 0 | $0 | 0.00% | −129,865−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −129,642−100.0% | Sold out |
| Breakline Capital LLC | 0 | $0 | 0.00% | −94,807−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −50,478−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −81,526−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,479−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −40,283−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −38,684−100.0% | Sold out |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −34,619−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −16,083−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −12,991−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −12,193−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,057−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −9,489−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −9,474−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,704−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −8,247−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −8,206−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| EagleClaw Capital Managment, LLC | 0 | $0 | 0.00% | −7,833−100.0% | Sold out |