| Koshinski Asset Management, Inc. | 347 | $91.5K | 0.01% | +347 | New |
| Gemmer Asset Management LLC | 341 | $90.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 343 | $90.0K | 0.05% | +343 | New |
| Proequities, Inc. | 314 | $83.0K | 0.01% | +14+4.7% | Added |
| Farmers & Merchants Investments Inc | 312 | $82.0K | 0.00% | +3+1.0% | Added |
| Pinnacle Bancorp, Inc. | 305 | $80.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 303 | $80.0K | 0.06% | +1+0.3% | Added |
| Sargent Bickham Lagudis LLC | 300 | $79.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 297 | $78.0K | 0.00% | +47+18.8% | Added |
| Dark Forest Capital Management LP | 284 | $75.0K | 0.03% | +284 | New |
| Smithfield Trust Co | 270 | $71.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 260 | $69.0K | 0.11% | −136−34.3% | Reduced |
| Sonora Investment Management, LLC | 250 | $66.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 250 | $66.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 219 | $57.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 210 | $55.0K | 0.00% | −3−1.4% | Reduced |
| Lenox Wealth Advisors, LLC | 207 | $55.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $53.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 192 | $51.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 194 | $51.0K | 0.02% | +48+32.9% | Added |
| Clearstead Advisors, LLC | 191 | $50.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 178 | $47.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 162 | $43.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 159 | $42.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 154 | $41.0K | 0.00% | +125+431.0% | Added |
| Harbour Investments, Inc. | 150 | $40.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 140 | $37.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 137 | $36.0K | 0.01% | +13+10.5% | Added |
| Norway Savings Bank | 125 | $33.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 116 | $31.0K | 0.01% | −32−21.6% | Reduced |
| Parkside Financial Bank & Trust | 114 | $30.0K | 0.01% | −1−0.9% | Reduced |
| D'Orazio & Associates, Inc. | 112 | $30.0K | 0.01% | +112 | New |
| Whittier Trust Co of Nevada Inc | 102 | $27.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 101 | $27.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 100 | $26.0K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 94 | $25.0K | 0.02% | −1−1.1% | Reduced |
| Bell Investment Advisors, Inc | 89 | $23.0K | 0.01% | +89 | New |
| Baldwin Brothers Inc | 85 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77 | $21.0K | 0.00% | −38−33.0% | Reduced |
| Harding Loevner LP | 81 | $21.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 80 | $21.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 81 | $21.0K | 0.00% | +11+15.7% | Added |
| Country Trust Bank | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 75 | $20.0K | 0.00% | +75 | New |
| FourThought Financial, LLC | 74 | $19.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 65 | $17.1K | 0.00% | +25+62.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 66 | $17.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 63 | $17.0K | 0.00% | +1+1.6% | Added |
| Earnest Partners LLC | 61 | $16.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 55 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 54 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 58 | $14.0K | 0.01% | +19+48.7% | Added |
| Carroll Financial Associates, Inc. | 53 | $13.0K | 0.00% | −534−91.0% | Reduced |
| Zions Bancorporation, N.A. | 46 | $12.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 46 | $12.0K | 0.00% | +21+84.0% | Added |
| MV Capital Management, Inc. | 43 | $11.0K | 0.00% | +14+48.3% | Added |
| Sutton Wealth Advisors Inc. | 40 | $10.5K | 0.00% | +1+2.6% | Added |
| Evolution Wealth Advisors, LLC | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 29 | $8.00K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 28 | $7.00K | 0.00% | −10−26.3% | Reduced |
| Syverson Strege & Co | 27 | $7.00K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 27 | $7.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 23 | $6.06K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 21 | $6.00K | 0.00% | +21 | New |
| Kowal Investment Group, LLC | 21 | $6.00K | 0.00% | +21 | New |
| Private Capital Group, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 12 | $3.00K | 0.00% | −10−45.5% | Reduced |
| Longfellow Investment Management Co LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 5 | $1.32K | 0.00% | +5 | New |
| Simon Quick Advisors, LLC | 5 | $1.00K | 0.00% | −215−97.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3 | $1.00K | 0.00% | +3 | New |
| Stonebridge Capital Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $263 | 0.00% | – | – |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −234,053−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −114,483−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −82,344−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,030−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −11,721−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,319−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −8,291−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,028−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −6,320−100.0% | Sold out |
