| Armstrong Advisory Group, Inc | 73 | $6.83K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 95 | $6.77K | 0.00% | −5−5.0% | Reduced |
| Shell Asset Management Co | 235 | $6.00K | 0.00% | −14,549−98.4% | Reduced |
| LGT Financial Advisors LLC | 81 | $5.75K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 80 | $5.68K | 0.00% | +5+6.7% | Added |
| Harbour Investments, Inc. | 51 | $3.62K | 0.00% | −23−31.1% | Reduced |
| Creative Financial Designs Inc | 50 | $3.55K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 50 | $3.55K | 0.00% | +25+100.0% | Added |
| Sandy Spring Bank | 50 | $3.55K | 0.00% | +50 | New |
| Sachetta, LLC | 35 | $3.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $3.27K | 0.00% | −170−78.7% | Reduced |
| Salem Investment Counselors Inc | 45 | $3.19K | 0.00% | +30+200.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $3.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 52 | $3.05K | 0.00% | −39−42.9% | Reduced |
| Financial Management Professionals, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $2.77K | 0.00% | +39 | New |
| Investment Research & Advisory Group, Inc. | 38 | $2.70K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 37 | $2.59K | 0.00% | −7−15.9% | Reduced |
| Northwest Investment Counselors, LLC | 36 | $2.56K | 0.00% | +36 | New |
| Global Financial Private Client, LLC | 35 | $2.48K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 35 | $2.48K | 0.00% | +35 | New |
| Addison Advisors LLC | 33 | $2.34K | 0.00% | −140−80.9% | Reduced |
| Sunbelt Securities, Inc. | 32 | $2.27K | 0.00% | −35−52.2% | Reduced |
| Carolina Wealth Advisors, LLC | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $2.13K | 0.00% | +15+100.0% | Added |
| NBC Securities, Inc. | 33 | $2.00K | 0.00% | −163−83.2% | Reduced |
| Smithfield Trust Co | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 24 | $1.70K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $1.63K | 0.00% | −70−75.3% | Reduced |
| Manchester Capital Management LLC | 20 | $1.42K | 0.00% | −269−93.1% | Reduced |
| Farther Finance Advisors, LLC | 19 | $1.35K | 0.00% | −21−52.5% | Reduced |
| Massmutual Trust Co FSB | 18 | $1.28K | 0.00% | −74−80.4% | Reduced |
| Missouri Trust & Investment Co | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.21K | 0.00% | +14+466.7% | Added |
| Principal Securities, Inc. | 16 | $1.14K | 0.00% | −125−88.7% | Reduced |
| Lindbrook Capital, LLC | 16 | $1.14K | 0.00% | −73−82.0% | Reduced |
| Magellan Asset Management Ltd | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16 | $1.14K | 0.00% | −1−5.9% | Reduced |
| IFP Advisors, Inc | 15 | $1.06K | 0.00% | −12−44.4% | Reduced |
| Arrow Financial Corp | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $1.04K | 0.00% | +1+7.1% | Added |
| Global Assets Advisory, LLC | 71,315 | $1.00K | 0.05% | +71,315 | New |
| Rise Advisors, LLC | 13 | $923 | 0.00% | −18−58.1% | Reduced |
| Cape Investment Advisory, Inc. | 11 | $781 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $639 | 0.00% | +3+50.0% | Added |
| Mather Group, LLC. | 6 | $562 | 0.00% | +6 | New |
| Wetzel Investment Advisors, Inc. | 8 | $459 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 5 | $355 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 5 | $355 | 0.00% | +5 | New |
| Elequin Capital LP | 5 | $355 | 0.00% | +5 | New |
| Gradient Investments LLC | 3 | $213 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $213 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 3 | $213 | 0.00% | +3 | New |
| First Manhattan Co | 3 | $212 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2 | $142 | 0.00% | −22−91.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $142 | 0.00% | −3−60.0% | Reduced |
| Tucker Asset Management LLC | 2 | $142 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $71 | 0.00% | −34−97.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $17 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,324 | – | – | +3,324 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −676,475−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −201,621−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −186,381−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −141,600−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −94,444−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −77,917−100.0% | Sold out |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −77,917−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −61,324−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −57,461−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −36,516−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −34,338−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −34,138−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −30,297−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Oak Associates, Ltd | 0 | $0 | 0.00% | −25,007−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −22,762−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −21,870−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −21,342−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −20,050−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,758−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −18,538−100.0% | Sold out |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −18,536−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −17,828−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −16,231−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −15,487−100.0% | Sold out |