| Bell Investment Advisors, Inc | 454 | $24.0K | 0.01% | +454 | New |
| Skandinaviska Enskilda Banken AB (publ) | 431 | $23.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 420 | $22.7K | 0.00% | +420 | New |
| Focused Wealth Management, Inc | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 390 | $21.0K | 0.00% | +64+19.6% | Added |
| IMA Wealth, Inc. | 375 | $20.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 379 | $20.0K | 0.00% | +379 | New |
| Whittier Trust Co of Nevada Inc | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 271 | $15.0K | 0.00% | +176+185.3% | Added |
| Total Clarity Wealth Management, Inc. | 260 | $14.0K | 0.01% | +260 | New |
| IFP Advisors, Inc | 215 | $13.0K | 0.00% | +9+4.4% | Added |
| Heritage Wealth Advisors | 229 | $12.3K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 223 | $12.0K | 0.00% | +51+29.7% | Added |
| Strategic Asset Management, LLC | 206 | $12.0K | 0.02% | +206 | New |
| Kings Point Capital Management | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 195 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 216 | $11.0K | 0.00% | +148+217.6% | Added |
| Parkside Financial Bank & Trust | 186 | $10.0K | 0.00% | −2−1.1% | Reduced |
| Concord Wealth Partners | 133 | $7.00K | 0.00% | −915−87.3% | Reduced |
| Proequities, Inc. | 132 | $7.00K | 0.00% | −12−8.3% | Reduced |
| Harbour Investments, Inc. | 134 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 130 | $7.00K | 0.00% | +2+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 126 | $7.00K | 0.00% | +76+152.0% | Added |
| D'Orazio & Associates, Inc. | 139 | $7.00K | 0.00% | +139 | New |
| Sandy Spring Bank | 107 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 117 | $6.00K | 0.00% | +40+51.9% | Added |
| Cutler Group LP | 100 | $5.00K | 0.00% | −1,800−94.7% | Reduced |
| Versant Capital Management, Inc | 93 | $5.00K | 0.00% | −17−15.5% | Reduced |
| Earnest Partners LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 86 | $4.64K | 0.00% | +86 | New |
| Sonora Investment Management, LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 61 | $3.29K | 0.00% | +5+8.9% | Added |
| Jones Financial Companies LLLP | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 52 | $3.00K | 0.00% | +52 | New |
| Red Tortoise LLC | 62 | $3.00K | 0.00% | +62 | New |
| Financial Management Professionals, Inc. | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 47 | $2.00K | 0.00% | −6−11.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 43 | $2.00K | 0.00% | +43 | New |
| Capstone Investment Advisors, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Syverson Strege & Co | 46 | $2.00K | 0.00% | +46 | New |
| Systematic Alpha Investments, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 35 | $1.89K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $1.00K | 0.00% | −69−71.9% | Reduced |
| Baystate Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 27 | $1.00K | 0.00% | +27 | New |
| MCF Advisors LLC | 13 | $1.00K | 0.00% | +13 | New |
| MV Capital Management, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 12 | $647 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $107 | 0.00% | – | – |
| Evoke Wealth, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −83,239−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −44,409−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −27,532−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −26,234−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −19,682−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,927−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −14,054−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,652−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,376−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,146−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −11,597−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −10,259−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,418−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −6,267−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,934−100.0% | Sold out |
| Holderness Investments Co | 0 | $0 | 0.00% | −4,680−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Whitener Capital Management, Inc. | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| Foster Group, Inc. | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |