| Barrett Asset Management, LLC | 112 | $7.00K | 0.00% | +112 | New |
| McCarthy Grittinger Financial Group, LLC | 98 | $6.06K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $6.00K | 0.00% | −9−8.3% | Reduced |
| Crewe Advisors LLC | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $6.00K | 0.00% | +89 | New |
| Surevest, LLC | 105 | $6.00K | 0.00% | +105 | New |
| Jones Financial Companies LLLP | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 78 | $5.00K | 0.00% | +78 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 75 | $5.00K | 0.00% | +75 | New |
| Amplius Wealth Advisors, LLC | 83 | $5.00K | 0.00% | +83 | New |
| Glen Eagle Advisors, LLC | 66 | $4.08K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 72 | $4.00K | 0.00% | +72 | New |
| Tradition Wealth Management, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $3.00K | 0.00% | +47 | New |
| EverSource Wealth Advisors, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Seldon Capital LP | 49 | $3.00K | 0.00% | +49 | New |
| Cassady Schiller Wealth Management, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Raffa Wealth Management, LLC | 45 | $2.78K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 41 | $2.54K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Schubert & Co | 27 | $2.00K | 0.00% | +27 | New |
| Beaird Harris Wealth Management, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Mystic Asset Management, Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Arrow Financial Corp | 13 | $1.00K | 0.00% | −50−79.4% | Reduced |
| Stonebridge Capital Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| Sierra Capital LLC | 19 | $1.00K | 0.00% | +19 | New |
| Center for Financial Planning, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Outfitter Financial LLC | 24 | $1.00K | 0.00% | +24 | New |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Activest Wealth Management | 10 | $1.00K | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 2 | $123 | 0.00% | – | – |
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $0 | 0.00% | +6 | New |
| Curi Capital | 5 | $0 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 3 | $0 | 0.00% | +3 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −3,641,009−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −336,429−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −264,300−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −182,200−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −114,926−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −99,695−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −71,570−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −61,222−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −57,800−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −41,909−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −40,968−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −28,371−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −24,746−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −23,063−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,896−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,846−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,418−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,276−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,694−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −6,369−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,076−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −7,421−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,527−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −447−100.0% | Sold out |