| Jones Financial Companies LLLP | 6,590 | $182.3K | 0.00% | +6,488+6,360.8% | Added |
| OP Asset Management Ltd | 6,525 | $167.4K | 0.00% | +6,525 | New |
| Public Employees Retirement Association of Colorado | 5,100 | $131.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 4,189 | $107.4K | 0.00% | +4,189 | New |
| FNY Investment Advisers, LLC | 4,137 | $106.0K | 0.05% | +4,137 | New |
| Group One Trading, L.P. | 4,057 | $104.1K | 0.00% | −2,056−33.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,744 | $96.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,592 | $92.1K | 0.00% | +1,310+57.4% | Added |
| Ameritas Investment Partners, Inc. | 3,580 | $91.8K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,476 | $89.2K | 0.00% | −337,717−99.0% | Reduced |
| State of Wyoming | 3,362 | $86.2K | 0.01% | −6,191−64.8% | Reduced |
| Rockefeller Capital Management L.P. | 2,739 | $70.3K | 0.00% | +1,407+105.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,689 | $69.0K | 0.00% | +199+8.0% | Added |
| US Bancorp | 2,524 | $64.7K | 0.00% | −2,126−45.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,800 | $48.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,716 | $44.0K | 0.00% | −1,180−40.7% | Reduced |
| Leonteq Securities AG | 1,700 | $43.6K | 0.00% | −150−8.1% | Reduced |
| TD Private Client Wealth LLC | 1,291 | $33.1K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,207 | $31.0K | 0.00% | −54,115−97.8% | Reduced |
| KBC Group NV | 1,161 | $30.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,156 | $29.7K | 0.00% | +1,114+2,652.4% | Added |
| Advisor Group Holdings, Inc. | 1,122 | $28.8K | 0.00% | +599+114.5% | Added |
| Parallel Advisors, LLC | 1,113 | $28.5K | 0.00% | +653+142.0% | Added |
| Geneos Wealth Management Inc. | 1,000 | $25.6K | 0.00% | +1,000 | New |
| Hantz Financial Services, Inc. | 935 | $24.0K | 0.00% | +188+25.2% | Added |
| Nisa Investment Advisors, LLC | 929 | $23.8K | 0.00% | −52−5.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 819 | $23.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 825 | $21.2K | 0.00% | +619+300.5% | Added |
| Ronald Blue Trust, Inc. | 749 | $19.2K | 0.00% | −27−3.5% | Reduced |
| Quarry LP | 720 | $18.5K | 0.00% | +679+1,656.1% | Added |
| Public Employees Retirement System of Ohio | 629 | $16.1K | 0.00% | +82+15.0% | Added |
| Advisors Asset Management, Inc. | 550 | $14.1K | 0.00% | −600−52.2% | Reduced |
| RWM Asset Management, LLC | 530 | $13.6K | 0.00% | +530 | New |
| Kemnay Advisory Services Inc. | 513 | $13.2K | 0.00% | −465−47.5% | Reduced |
| Versant Capital Management, Inc | 471 | $12.1K | 0.00% | −3,047−86.6% | Reduced |
| MAI Capital Management | 469 | $12.0K | 0.00% | +349+290.8% | Added |
| Quaker Wealth Management, LLC | 450 | $11.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 447 | $11.5K | 0.00% | +41+10.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 407 | $10.4K | 0.00% | −1,009−71.3% | Reduced |
| Rossby Financial, LCC | 415 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 403 | $10.1K | 0.00% | +351+675.0% | Added |
| WPG Advisers, LLC | 346 | $8.88K | 0.01% | +108+45.4% | Added |
| Whittier Trust Co | 297 | $8.44K | 0.00% | −2,017−87.2% | Reduced |
| Allworth Financial LP | 322 | $8.26K | 0.00% | −69−17.6% | Reduced |
| Rothschild Investment LLC | 279 | $7.16K | 0.00% | +120+75.5% | Added |
| Sterling Capital Management LLC | 272 | $6.98K | 0.00% | −13−4.6% | Reduced |
| Root Financial Partners, LLC | 253 | $6.49K | 0.00% | +206+438.3% | Added |
| Los Angeles Capital Management LLC | 200 | $5.13K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 182 | $4.67K | 0.00% | +182 | New |
| Basecamp Wealth Advisors LLC | 176 | $4.51K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 123 | $3.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $2.92K | 0.00% | −111−49.3% | Reduced |
| Umb Bank N A | 93 | $2.38K | 0.00% | −213−69.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 81 | $2.08K | 0.00% | +81 | New |
| IFP Advisors, Inc | 74 | $1.90K | 0.00% | −9−10.8% | Reduced |
| SBI Securities Co., Ltd. | 74 | $1.90K | 0.00% | +32+76.2% | Added |
| Quadrant Capital Group LLC | 69 | $1.77K | 0.00% | −480−87.4% | Reduced |
| Ares Financial Consulting, LLC | 67 | $1.68K | 0.00% | +67 | New |
| TD Waterhouse Canada Inc. | 65 | $1.63K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 61 | $1.56K | 0.00% | +61 | New |
| GWM Advisors LLC | 55 | $1.41K | 0.00% | +25+83.3% | Added |
| CoreCap Advisors, LLC | 49 | $1.26K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 42 | $1.19K | 0.00% | −352−89.3% | Reduced |
| Creative Financial Designs Inc | 44 | $1.13K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $1.00K | 0.00% | −56,793−99.9% | Reduced |
| Elequin Capital LP | 34 | $872 | 0.00% | −70−67.3% | Reduced |
| CVA Family Office, LLC | 33 | $846 | 0.00% | +33 | New |
| Investors Portfolio Services LLC | 32 | $841 | 0.00% | +32 | New |
| Steward Partners Investment Advisory, LLC | 30 | $770 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $667 | 0.00% | −4−13.3% | Reduced |
| Larson Financial Group LLC | 24 | $616 | 0.00% | +5+26.3% | Added |
| Signature Equity Partners, LLC | 18 | $462 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 17 | $436 | 0.00% | −13−43.3% | Reduced |
| Bare Financial Services, Inc | 16 | $410 | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 14 | $359 | 0.00% | +14 | New |
| Retirement Wealth Solutions LLC | 13 | $334 | 0.00% | −49−79.0% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $308 | 0.00% | −11−47.8% | Reduced |
| Sunbelt Securities, Inc. | 12 | $308 | 0.00% | +12 | New |
| Harbour Investments, Inc. | 10 | $275 | 0.00% | +10 | New |
| Keating Financial Advisory Services, Inc. | 10 | $257 | 0.00% | +5+100.0% | Added |
| Wealth Preservation Advisors, LLC | 7 | $180 | 0.00% | +7 | New |
| True Wealth Design, LLC | 6 | $154 | 0.00% | −99−94.3% | Reduced |
| Gilpin Wealth Management, LLC | 6 | $154 | 0.00% | +3+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $129 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $76 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $51 | 0.00% | +1+100.0% | Added |
| Cedar Mountain Advisors, LLC | 2 | $51 | 0.00% | +2 | New |
| Toronto Dominion Bank | 1 | $26 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $26 | 0.00% | +1 | New |
| Measured Wealth Private Client Group, LLC | 1 | $20 | 0.00% | +1 | New |
| Covestor Ltd | 8 | $0 | 0.00% | +3+60.0% | Added |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,394,349−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −722,081−100.0% | Sold out |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −495,346−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −268,016−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −109,712−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −84,786−100.0% | Sold out |
