| Harbor Investment Advisory, LLC | 152 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 150 | $3.00K | 0.00% | +150 | New |
| Trust Co of Vermont | 120 | $3.00K | 0.00% | +120 | New |
| Asset Dedication, LLC | 120 | $3.00K | 0.00% | +120 | New |
| Washington Trust Advisors, Inc. | 133 | $3.00K | 0.00% | +133 | New |
| Financial Perspectives, Inc | 100 | $2.16K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 92 | $2.00K | 0.00% | −5,117−98.2% | Reduced |
| NEXT Financial Group, Inc | 100 | $2.00K | 0.00% | −550−84.6% | Reduced |
| Central Trust Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 97 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 73 | $2.00K | 0.00% | −50−40.7% | Reduced |
| First Horizon Advisors, Inc. | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Bogart Wealth, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Investmark Advisory Group LLC | 131 | $2.00K | 0.00% | +131 | New |
| Rise Advisors, LLC | 74 | $1.58K | 0.00% | +74 | New |
| TD Private Client Wealth LLC | 63 | $1.36K | 0.00% | +50+384.6% | Added |
| Anchor Investment Management, LLC | 55 | $1.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $1.00K | 0.00% | −968−97.6% | Reduced |
| Covington Capital Management | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 60 | $1.00K | 0.00% | +14+30.4% | Added |
| Hoertkorn Richard Charles | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $1.00K | 0.00% | −2−6.7% | Reduced |
| Roble, Belko & Company, Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $1.00K | 0.00% | +47+783.3% | Added |
| Centerpoint Advisors, LLC | 30 | $1.00K | 0.00% | +25+500.0% | Added |
| Rockefeller Capital Management L.P. | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 56 | $1.00K | 0.00% | +56 | New |
| Schubert & Co | 42 | $1.00K | 0.00% | +42 | New |
| TD Waterhouse Canada Inc. | 5 | $111 | 0.00% | +5 | New |
| Pittenger & Anderson Inc | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 5 | $0 | 0.00% | +5 | New |
| Syverson Strege & Co | 1 | $0 | 0.00% | +1 | New |
| Sandy Cove Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Kathleen S. Wright Associates Inc. | 15 | $0 | 0.00% | +15 | New |
| High Net Worth Advisory Group LLC | 14 | $0 | 0.00% | +14 | New |
| IFP Advisors, Inc | 11 | – | – | −29−72.5% | Reduced |
| Clearview Wealth Advisors LLC | 10 | – | – | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,103,588−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −748,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −318,223−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −168,269−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −102,626−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −101,111−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −88,313−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −85,096−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −78,959−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −69,503−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −68,100−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −65,028−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −53,387−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −48,984−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −44,777−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −36,809−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −34,367−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −30,377−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −18,230−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −16,146−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −15,695−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −13,966−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,116−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,505−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −10,811−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −10,560−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,132−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |