| Carmichael Hill & Associates, Inc. | 30 | $2.81K | 0.00% | −50−62.5% | Reduced |
| ICA Group Wealth Management, LLC | 30 | $2.81K | 0.00% | +30 | New |
| Glassman Wealth Services | 28 | $2.62K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $2.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $2.53K | 0.00% | −3−10.0% | Reduced |
| McIlrath & Eck, LLC | 27 | $2.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $2.34K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $2.34K | 0.00% | +25 | New |
| Naples Money Management LLC | 25 | $2.34K | 0.00% | +25 | New |
| Tradewinds Capital Management, LLC | 24 | $2.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 24 | $2.25K | 0.00% | −24−50.0% | Reduced |
| AlphaMark Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 21 | $1.97K | 0.00% | −6−22.2% | Reduced |
| Venturi Wealth Management, LLC | 20 | $1.87K | 0.00% | +20 | New |
| First Horizon Advisors, Inc. | 19 | $1.78K | 0.00% | +6+46.2% | Added |
| Missouri Trust & Investment Co | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 18 | $1.68K | 0.00% | −15−45.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 17 | $1.59K | 0.00% | −4−19.0% | Reduced |
| Magellan Asset Management Ltd | 16 | $1.50K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 16 | $1.50K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 15 | $1.40K | 0.00% | −20−57.1% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $1.40K | 0.00% | −5−25.0% | Reduced |
| Arrow Financial Corp | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $1.31K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 14 | $1.30K | 0.00% | +14 | New |
| Trifecta Capital Advisors, LLC | 12 | $1.12K | 0.00% | +12 | New |
| Truvestments Capital LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.12K | 0.00% | +4+50.0% | Added |
| Cape Investment Advisory, Inc. | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 15 | $1.00K | 0.00% | −70−82.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 10 | $936 | 0.00% | +10 | New |
| MCF Advisors LLC | 9 | $843 | 0.00% | +9 | New |
| Archer Investment Corp | 7 | $655 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $562 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5 | $468 | 0.00% | −4,321−99.9% | Reduced |
| Clean Yield Group | 5 | $468 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 5 | $468 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $468 | 0.00% | +5 | New |
| Larson Financial Group LLC | 4 | $374 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $374 | 0.00% | +1+33.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $281 | 0.00% | −5−62.5% | Reduced |
| SJS Investment Consulting Inc. | 3 | $281 | 0.00% | −1−25.0% | Reduced |
| Gradient Investments LLC | 3 | $281 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $281 | 0.00% | +3 | New |
| First Manhattan Co | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $187 | 0.00% | −8−80.0% | Reduced |
| Toronto Dominion Bank | 1 | $94 | 0.00% | −24,062−100.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $94 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 1 | $94 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | −9,911−99.9% | Reduced |
| GW&K Investment Management, LLC | 4 | $0 | 0.00% | −12−75.0% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −230,568−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −179,165−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −133,764−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −69,709−100.0% | Sold out |
| Joho Capital LLC | 0 | $0 | 0.00% | −56,750−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −56,200−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −54,544−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −44,108−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −42,695−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −41,697−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −39,795−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −39,589−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −38,910−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −37,847−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −34,870−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −32,948−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −31,792−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −30,153−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,841−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −29,586−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −28,588−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −24,666−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −23,938−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −23,631−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −23,064−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −22,560−100.0% | Sold out |
| Boothe Investment Group, Inc. | 0 | $0 | 0.00% | −22,353−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −22,117−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −22,070−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −21,130−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −20,856−100.0% | Sold out |
| Graphene Investments SAS | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −17,499−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −17,366−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −17,297−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −15,536−100.0% | Sold out |