| Daiwa Securities Group Inc. | 477 | $54.0K | 0.00% | −1,171−71.1% | Reduced |
| Dougherty Wealth Advisers LLC | 367 | $42.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 350 | $39.0K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 268 | $30.0K | 0.00% | +22+8.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 256 | $29.0K | 0.00% | −2−0.8% | Reduced |
| Wahed Invest LLC | 222 | $25.0K | 0.02% | +222 | New |
| Riverview Trust Co | 195 | $22.0K | 0.02% | +195 | New |
| Washington Trust Advisors, Inc. | 181 | $21.0K | 0.00% | −8−4.2% | Reduced |
| Allworth Financial LP | 189 | $21.0K | 0.00% | +183+3,050.0% | Added |
| IFP Advisors, Inc | 165 | $20.0K | 0.00% | −17−9.3% | Reduced |
| Princeton Global Asset Management LLC | 157 | $18.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 143 | $16.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 144 | $16.0K | 0.00% | +5+3.6% | Added |
| Russell Investments Group, Ltd. | 140 | $15.0K | 0.00% | −3,042−95.6% | Reduced |
| Clear Perspectives Financial Planning, LLC | 136 | $15.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 109 | $13.0K | 0.00% | −1,166−91.5% | Reduced |
| Private Trust Co NA | 116 | $13.0K | 0.00% | +116 | New |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 99 | $11.0K | 0.00% | +11+12.5% | Added |
| CVA Family Office, LLC | 97 | $11.0K | 0.00% | +40+70.2% | Added |
| M&R Capital Management Inc | 93 | $10.0K | 0.00% | −40−30.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 79 | $9.00K | 0.00% | −68−46.3% | Reduced |
| Crewe Advisors LLC | 75 | $9.00K | 0.00% | +75 | New |
| Antonetti Capital Management LLC | 71 | $8.00K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 66 | $7.00K | 0.00% | +58+725.0% | Added |
| Venture Visionary Partners LLC | 58 | $6.58K | 0.00% | +58 | New |
| 1832 Asset Management L.P. | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 37 | $5.00K | 0.00% | +5+15.6% | Added |
| Gryphon Financial Partners LLC | 43 | $5.00K | 0.00% | +43 | New |
| American Portfolios Advisors | 39 | $4.43K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $3.75K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $3.00K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 28 | $3.00K | 0.00% | +28 | New |
| Northwestern Mutual Wealth Management Co | 15 | $2.00K | 0.00% | −18−54.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 14 | $2.00K | 0.00% | +14 | New |
| Bartlett & Co. Wealth Management LLC | 13 | $1.48K | 0.00% | +13 | New |
| Anchor Investment Management, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 12 | $1.00K | 0.00% | −25−67.6% | Reduced |
| Zullo Investment Group, Inc. | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| Meeder Asset Management Inc | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Washington Trust Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | +5+125.0% | Added |
| Private Capital Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 11 | $1.00K | 0.00% | +11 | New |
| Bartlett & Co. LLC | 13 | $1.00K | 0.00% | +13 | New |
| Horan Securities, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Fifth Third Bancorp | 4 | $0 | 0.00% | −6−60.0% | Reduced |
| Earnest Partners LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $0 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 4 | $0 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 1 | $0 | 0.00% | +1 | New |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Nomura Asset Management Co Ltd | 1,796 | – | – | −2,594−59.1% | Reduced |
| Ashe Capital Management, LP | 0 | $0 | 0.00% | −589,120−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −103,362−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −44,582−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −33,917−100.0% | Sold out |
| Steel Canyon Capital, LLC | 0 | $0 | 0.00% | −30,460−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −22,355−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −22,028−100.0% | Sold out |
| RDST Capital LLC | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,219−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −12,673−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,771−100.0% | Sold out |