| Cullen/Frost Bankers, Inc. | 100 | $44.0K | 0.00% | +100 | New |
| Bartlett & Co. LLC | 100 | $44.0K | 0.00% | +100 | New |
| Aaron Wealth Advisors | 19,074 | $43.0K | 0.00% | +19,074 | New |
| Covestor Ltd | 94 | $42.0K | 0.03% | +13+16.0% | Added |
| Massmutual Trust Co FSB | 91 | $40.0K | 0.00% | −2−2.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 90 | $40.0K | 0.02% | +6+7.1% | Added |
| Adirondack Trust Co | 88 | $39.0K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 80 | $35.5K | 0.02% | +20+33.3% | Added |
| State of Wyoming | 79 | $35.0K | 0.02% | −11−12.2% | Reduced |
| Winch Advisory Services, LLC | 79 | $35.0K | 0.01% | +5+6.8% | Added |
| Plante Moran Financial Advisors, LLC | 75 | $33.0K | 0.01% | −15−16.7% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 70 | $31.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $31.0K | 0.00% | +15+27.8% | Added |
| Credit Agricole S A | 60 | $27.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 57 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 56 | $25.0K | 0.01% | +56 | New |
| Quent Capital, LLC | 49 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $20.0K | 0.01% | +32+213.3% | Added |
| HHM Wealth Advisors, LLC | 42 | $19.0K | 0.00% | +8+23.5% | Added |
| Rise Advisors, LLC | 41 | $18.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 39 | $17.0K | 0.01% | +39 | New |
| Sandy Spring Bank | 35 | $16.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $16.0K | 0.00% | +30+600.0% | Added |
| Carroll Investors, Inc | 36 | $15.0K | 0.01% | −177−83.1% | Reduced |
| Glassman Wealth Services | 34 | $15.0K | 0.00% | +7+25.9% | Added |
| Umb Bank N A | 31 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 29 | $13.0K | 0.00% | −64−68.8% | Reduced |
| First Financial Corp | 28 | $12.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 26 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $11.0K | 0.00% | +24+2,400.0% | Added |
| Tilia Fiduciary Partners, Inc. | 21 | $9.00K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $9.00K | 0.00% | +13+185.7% | Added |
| Hantz Financial Services, Inc. | 21 | $9.00K | 0.00% | +21 | New |
| Annapolis Financial Services, LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 17 | $8.00K | 0.00% | +17 | New |
| Koshinski Asset Management, Inc. | 16 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 11 | $5.00K | 0.00% | +5+83.3% | Added |
| Atticus Wealth Management, LLC | 12 | $5.00K | 0.00% | +11+1,100.0% | Added |
| Salem Investment Counselors Inc | 11 | $5.00K | 0.00% | +11 | New |
| Ci Investments Inc. | 8 | $4.00K | 0.00% | −89,008−100.0% | Reduced |
| IndexIQ Advisors LLC | 10 | $4.00K | 0.00% | +10 | New |
| Providence Capital Advisors, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Dark Forest Capital Management LP | 10 | $4.00K | 0.00% | +10 | New |
| Lee Financial Co | 6 | $3.00K | 0.00% | −4−40.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $3.00K | 0.00% | +5+500.0% | Added |
| Raffa Wealth Management, LLC | 5 | $2.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $2.00K | 0.00% | −13−72.2% | Reduced |
| Versant Capital Management, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Beacon Capital Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 3 | $1.33K | 0.00% | −1−25.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 5 | $1.00K | 0.00% | +5 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Liberty One Investment Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −141,000−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −49,075−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −44,300−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −13,350−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −12,368−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,539−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −8,380−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,532−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −5,017−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −4,673−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,918−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
