| City Holding Co | 157 | $2.05K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 177 | $2.00K | 0.00% | +134+311.6% | Added |
| Spire Wealth Management | 153 | $2.00K | 0.00% | +59+62.8% | Added |
| Jones Financial Companies LLLP | 144 | $2.00K | 0.00% | +144 | New |
| Harbor Investment Advisory, LLC | 149 | $1.95K | 0.00% | −96−39.2% | Reduced |
| Sutton Wealth Advisors Inc. | 117 | $1.53K | 0.00% | −28−19.3% | Reduced |
| Financial Perspectives, Inc | 100 | $1.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $1.31K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 97 | $1.27K | 0.00% | −43−30.7% | Reduced |
| Concord Wealth Partners | 88 | $1.15K | 0.00% | +88 | New |
| Creative Financial Designs Inc | 86 | $1.13K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 82 | $1.07K | 0.00% | +82 | New |
| Massmutual Trust Co FSB | 89 | $1.00K | 0.00% | −1,059−92.2% | Reduced |
| Baystate Wealth Management LLC | 62 | $1.00K | 0.00% | +1+1.6% | Added |
| Capital Advisors, Ltd. LLC | 73 | $1.00K | 0.00% | +73 | New |
| Bell Investment Advisors, Inc | 75 | $981 | 0.00% | +15+25.0% | Added |
| SJS Investment Consulting Inc. | 72 | $942 | 0.00% | +23+46.9% | Added |
| EWG Elevate Inc. | 52 | $680 | 0.00% | +52 | New |
| Richard W. Paul & Associates, LLC | 43 | $562 | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 42 | $549 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 27 | $497 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $432 | 0.00% | +33 | New |
| North Star Investment Management Corp. | 31 | $405 | 0.00% | +31 | New |
| MV Capital Management, Inc. | 28 | $366 | 0.00% | −719−96.3% | Reduced |
| Bogart Wealth, LLC | 28 | $366 | 0.00% | +28 | New |
| Prestige Wealth Management Group LLC | 23 | $301 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 22 | $288 | 0.00% | +22 | New |
| My Personal CFO, LLC | 21 | $275 | 0.00% | +21 | New |
| Atlas Capital Advisors LLC | 19 | $248 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 16 | $209 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $196 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $184 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $172 | 0.00% | −589−97.8% | Reduced |
| Coppell Advisory Solutions LLC | 13 | $170 | 0.00% | +13 | New |
| Coppell Advisory Solutions Corp. | 13 | $170 | 0.00% | +13 | New |
| Robbins Farley LLC | 10 | $131 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $131 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 21 | $0 | 0.00% | −5,404−99.6% | Reduced |
| Valley National Advisers Inc | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | – | – | +10 | New |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −958,904−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −716,008−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −672,509−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −565,053−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −343,654−100.0% | Sold out |
| Capital Management Corp | 0 | $0 | 0.00% | −334,455−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −235,984−100.0% | Sold out |
| Diversified Investment Strategies, LLC | 0 | $0 | 0.00% | −225,884−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −208,755−100.0% | Sold out |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0 | $0 | 0.00% | −198,700−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −187,589−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −118,600−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −153,115−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −130,100−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −126,336−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −90,042−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −86,529−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −80,319−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −75,170−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −72,601−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −65,798−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −61,872−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −57,200−100.0% | Sold out |
| Prosperity Planning, Inc. | 0 | $0 | 0.00% | −54,544−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −46,792−100.0% | Sold out |
| S&CO Inc | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −33,796−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −31,991−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −29,030−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −27,314−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −26,209−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −23,214−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −22,805−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −13,766−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −12,525−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −12,330−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −12,132−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −11,911−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,641−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −11,235−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −10,480−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,396−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −10,313−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,258−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −9,550−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −3,146−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,543−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −295−100.0% | Sold out |
