| O'Shaughnessy Asset Management, LLC | 148 | $22.0K | 0.00% | −33−18.2% | Reduced |
| Private Capital Group, LLC | 145 | $22.0K | 0.01% | −6−4.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $22.0K | 0.00% | +150 | New |
| Hoese & Co LLP | 150 | $22.0K | 0.02% | +150 | New |
| American Portfolios Advisors | 137 | $20.4K | 0.00% | +71+107.6% | Added |
| Washington Trust Co | 135 | $20.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 121 | $20.0K | 0.01% | −1−0.8% | Reduced |
| Sargent Bickham Lagudis LLC | 125 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 109 | $16.0K | 0.00% | +2+1.9% | Added |
| Denali Advisors LLC | 100 | $15.0K | 0.01% | +100 | New |
| Baldwin Brothers Inc | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93 | $13.0K | 0.00% | −1−1.1% | Reduced |
| Advisory Services Network, LLC | 89 | $13.0K | 0.00% | +89 | New |
| Meeder Asset Management Inc | 81 | $12.0K | 0.00% | −26−24.3% | Reduced |
| Castleview Partners, LLC | 66 | $10.0K | 0.00% | +66 | New |
| Fieldpoint Private Securities, LLC | 55 | $9.00K | 0.00% | −1,386−96.2% | Reduced |
| TCI Wealth Advisors, Inc. | 59 | $9.00K | 0.00% | +1+1.7% | Added |
| Lenox Wealth Advisors, LLC | 63 | $9.00K | 0.00% | +63 | New |
| Private Ocean, LLC | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 55 | $8.00K | 0.00% | +55 | New |
| Parallel Advisors, LLC | 48 | $7.00K | 0.00% | −10−17.2% | Reduced |
| Reilly Financial Advisors, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 47 | $7.00K | 0.00% | −5−9.6% | Reduced |
| Sonora Investment Management, LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $5.00K | 0.00% | −39−53.4% | Reduced |
| Rockefeller Capital Management L.P. | 35 | $5.00K | 0.00% | −7−16.7% | Reduced |
| Smithfield Trust Co | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 33 | $5.00K | 0.00% | +4+13.8% | Added |
| Wolff Wiese Magana LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $4.00K | 0.00% | −96−79.3% | Reduced |
| Gemmer Asset Management LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 18 | $3.00K | 0.00% | −3−14.3% | Reduced |
| Brown Brothers Harriman & Co | 18 | $3.00K | 0.00% | +18 | New |
| Dark Forest Capital Management LP | 22 | $3.00K | 0.00% | +22 | New |
| Evoke Wealth, LLC | 13 | $2.00K | 0.00% | −28−68.3% | Reduced |
| First Horizon Corp | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 13 | $2.00K | 0.00% | −2−13.3% | Reduced |
| BerganKDV Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 14 | $2.00K | 0.00% | +6+75.0% | Added |
| West Paces Advisors Inc. | 9 | $1.34K | 0.00% | +9 | New |
| Caldwell Trust Co | 7 | $1.04K | 0.00% | +7 | New |
| Howe & Rusling Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 3 | $446 | 0.00% | −18−85.7% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −416,759−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −221,860−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −141,884−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −126,000−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −113,345−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −83,541−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −54,642−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −49,900−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −23,552−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −19,794−100.0% | Sold out |
| Steel Canyon Capital, LLC | 0 | $0 | 0.00% | −18,505−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −19,140−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,551−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −16,193−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −14,347−100.0% | Sold out |
| Plaisance Capital LLC | 0 | $0 | 0.00% | −13,675−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −12,390−100.0% | Sold out |
| New Vernon Investment Management LLC | 0 | $0 | 0.00% | −12,310−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −11,938−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,468−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,499−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −9,068−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −8,529−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −7,614−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,315−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,458−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Lazard Freres Gestion S.A.S. | 0 | $0 | 0.00% | −4,265−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,279−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,861−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| QS Investors, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| 6 Meridian | 0 | $0 | 0.00% | −1,318−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |