| FinTrust Capital Advisors, LLC | 167 | $44.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 165 | $44.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 150 | $40.0K | 0.00% | +104+226.1% | Added |
| Canada Pension Plan Investment Board | 114 | $30.0K | 0.00% | −497−81.3% | Reduced |
| Confluence Wealth Services, Inc. | 106 | $28.0K | 0.01% | +106 | New |
| HM Payson & Co | 100 | $27.0K | 0.00% | −8−7.4% | Reduced |
| Arcadia Investment Management Corp | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 100 | $27.0K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 96 | $25.5K | 0.00% | −22−18.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 96 | $25.5K | 0.00% | −425−81.6% | Reduced |
| Geneos Wealth Management Inc. | 94 | $25.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $23.0K | 0.00% | +15+21.4% | Added |
| First Quadrant L P | 81 | $22.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 82 | $22.0K | 0.00% | +82 | New |
| Logan Capital Management Inc | 77 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $17.0K | 0.00% | −10−13.3% | Reduced |
| Glassman Wealth Services | 65 | $17.0K | 0.00% | +58+828.6% | Added |
| SJS Investment Consulting Inc. | 64 | $17.0K | 0.01% | +64 | New |
| Carroll Financial Associates, Inc. | 59 | $16.0K | 0.00% | +9+18.0% | Added |
| Wolff Wiese Magana LLC | 56 | $15.0K | 0.01% | +56 | New |
| Mach-1 Financial Group, Inc. | 58 | $15.0K | 0.01% | +58 | New |
| Bessemer Group Inc | 51 | $14.0K | 0.00% | −43−45.7% | Reduced |
| Zions Bancorporation, N.A. | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 49 | $13.0K | 0.00% | +41+512.5% | Added |
| EverSource Wealth Advisors, LLC | 49 | $13.0K | 0.00% | +49 | New |
| Fortitude Advisory Group L.L.C. | 50 | $13.0K | 0.01% | +50 | New |
| NuWave Investment Management, LLC | 45 | $12.0K | 0.01% | −217−82.8% | Reduced |
| Column Capital Advisors, LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 44 | $12.0K | 0.00% | +44 | New |
| Kings Point Capital Management | 41 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 36 | $10.0K | 0.00% | +36 | New |
| Smithfield Trust Co | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 32 | $9.00K | 0.00% | +32 | New |
| RGT Wealth Advisors, LLC | 34 | $9.00K | 0.00% | +34 | New |
| Covestor Ltd | 35 | $9.00K | 0.01% | +35 | New |
| West Branch Capital LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $8.00K | 0.00% | +10+50.0% | Added |
| Institutional & Family Asset Management, LLC | 31 | $8.00K | 0.00% | +31 | New |
| State of Wyoming | 28 | $7.00K | 0.00% | −127−81.9% | Reduced |
| Private Capital Group, LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $7.00K | 0.00% | +2+7.7% | Added |
| Quent Capital, LLC | 28 | $7.00K | 0.00% | +28 | New |
| Tarbox Family Office, Inc. | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 23 | $5.00K | 0.00% | −6−20.7% | Reduced |
| Bourgeon Capital Management LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $5.00K | 0.00% | −3−13.6% | Reduced |
| Pittenger & Anderson Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20 | $5.00K | 0.00% | +20 | New |
| Standard Family Office LLC | 19 | $5.00K | 0.04% | +19 | New |
| Raffa Wealth Management, LLC | 17 | $4.52K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 16 | $4.38K | 0.00% | +16 | New |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $3.19K | 0.00% | +12 | New |
| TCI Wealth Advisors, Inc. | 10 | $3.00K | 0.00% | −16−61.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 11 | $3.00K | 0.00% | +11 | New |
| Pinnacle Bancorp, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 13 | $3.00K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Umb Bank N A | 6 | $2.00K | 0.00% | +6 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| Huntington National Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $1.00K | 0.00% | +5 | New |
| Harvest Group Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Snowden Capital Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| IFP Advisors, Inc | 1 | – | – | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −767,661−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −167,000−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −44,522−100.0% | Sold out |
| Asymmetry Capital Management, L.P. | 0 | $0 | 0.00% | −36,732−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −34,754−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −26,269−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −21,368−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −7,183−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Altium Capital Management LP | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −3,432−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,249−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,007−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
