| Plante Moran Financial Advisors, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 73 | $3.00K | 0.00% | +73 | New |
| Caldwell Trust Co | 50 | $2.19K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 48 | $2.10K | 0.00% | +48 | New |
| Dark Forest Capital Management LP | 44 | $2.00K | 0.00% | −212−82.8% | Reduced |
| Quadrant Capital Group LLC | 49 | $2.00K | 0.00% | −149−75.3% | Reduced |
| FourThought Financial, LLC | 44 | $2.00K | 0.00% | −63−58.9% | Reduced |
| HighMark Wealth Management LLC | 55 | $2.00K | 0.00% | −18−24.7% | Reduced |
| Toth Financial Advisory Corp | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $2.00K | 0.00% | +53 | New |
| Raffa Wealth Management, LLC | 41 | $1.79K | 0.00% | +13+46.4% | Added |
| Tradewinds Capital Management, LLC | 30 | $1.00K | 0.00% | −195−86.7% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $1.00K | 0.00% | −20−40.0% | Reduced |
| Delos Wealth Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $1.00K | 0.00% | +17+154.5% | Added |
| Bogart Wealth, LLC | 22 | $1.00K | 0.00% | +16+266.7% | Added |
| Loomis Sayles & Co L P | 32 | $1.00K | 0.00% | +32 | New |
| Resources Management Corp | 25 | $1.00K | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 23 | $1.00K | 0.00% | +23 | New |
| SRS Capital Advisors, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Tfo-TDC, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Crewe Advisors LLC | 17 | $1.00K | 0.00% | +17 | New |
| Sutton Wealth Advisors Inc. | 21 | $919 | 0.00% | +10+90.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 16 | $700 | 0.00% | +16 | New |
| Money Concepts Capital Corp | 6 | $0 | 0.00% | −2,231−99.7% | Reduced |
| Fifth Third Bancorp | 9 | $0 | 0.00% | −526−98.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | +2+66.7% | Added |
| Schubert & Co | 8 | $0 | 0.00% | +5+166.7% | Added |
| Lee Financial Co | 10 | $0 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | +4 | New |
| FNY Investment Advisers, LLC | 20 | $0 | 0.00% | +20 | New |
| Level Financial Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| HighTower Trust Services, LTA | 8,384 | – | – | +8,384 | New |
| Transamerica Financial Advisors, Inc. | 3 | – | – | +3 | New |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −643,700−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −300,757−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −160,500−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −212,623−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −120,121−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −75,868−100.0% | Sold out |
| Alpha Square Group S, LLC | 0 | $0 | 0.00% | −71,600−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −61,472−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −59,836−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −45,560−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −42,192−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −40,589−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −40,312−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −38,270−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −37,783−100.0% | Sold out |
| Avalon Global Asset Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −29,992−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −28,010−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −27,400−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −27,397−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −26,222−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −24,547−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −22,160−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,714−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −18,332−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −18,118−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −15,737−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −14,618−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −12,625−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −11,218−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,144−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,952−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −9,621−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −9,370−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −8,707−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,685−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,199−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −4,633−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |