| Parkside Financial Bank & Trust | 40 | $946 | 0.00% | −233−85.3% | Reduced |
| JNBA Financial Advisors | 40 | $946 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 40 | $946 | 0.00% | +20+100.0% | Added |
| Earnest Partners LLC | 39 | $922 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $662 | 0.00% | +28 | New |
| Comerica Securities,inc. | 27 | $639 | 0.00% | +27 | New |
| Fiduciary Alliance LLC | 27 | $639 | 0.00% | +27 | New |
| Private Advisor Group, LLC | 26,899 | $636 | 0.00% | −4,254−13.7% | Reduced |
| BBJS Financial Advisors, LLC | 25 | $591 | 0.00% | +25 | New |
| Oakworth Capital, Inc. | 23 | $544 | 0.00% | −68−74.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 23 | $544 | 0.00% | 00.0% | Unchanged |
| National Pension Service | 22 | $520 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $473 | 0.00% | −171−89.5% | Reduced |
| Castleview Partners, LLC | 20 | $473 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $473 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $426 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 15 | $355 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $340 | 0.00% | +13 | New |
| Cranbrook Wealth Management, LLC | 14 | $331 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 14 | $331 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 13 | $307 | 0.00% | +13 | New |
| Retirement Financial Solutions, LLC | 13 | $307 | 0.00% | +13 | New |
| My Personal CFO, LLC | 12 | $284 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 11 | $260 | 0.00% | +7+175.0% | Added |
| Disciplined Investments, LLC | 10 | $237 | 0.00% | +2+25.0% | Added |
| BerganKDV Wealth Management, LLC | 10 | $236 | 0.00% | −23−69.7% | Reduced |
| North Star Investment Management Corp. | 10 | $236 | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 10 | $236 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 24 | $144 | 0.00% | +24 | New |
| Aspire Private Capital, LLC | 5 | $118 | 0.00% | −5−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 5 | $118 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4 | $95 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $95 | 0.00% | +4 | New |
| Wolverine Asset Management LLC | 2 | $47 | 0.00% | −41−95.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 2 | $47 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1 | $24 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 0 | $8 | 0.00% | −17−100.0% | Reduced |
| Ci Investments Inc. | 8 | $0 | 0.00% | −209−96.3% | Reduced |
| Princeton Global Asset Management LLC | 20 | $0 | 0.00% | −162−89.0% | Reduced |
| Cambridge Trust Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $0 | 0.00% | −4−33.3% | Reduced |
| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 20 | $0 | 0.00% | +20 | New |
| VitalStone Financial, LLC | 21 | $0 | 0.00% | +21 | New |
| Westside Investment Management, Inc. | 1,782 | – | – | −400−18.3% | Reduced |
| Bessemer Group Inc | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Shanda Asset Management Holdings Ltd | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −299,825−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −183,078−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −165,129−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −139,962−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −122,960−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −118,410−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −112,901−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −101,758−100.0% | Sold out |
| Lane Generational LLC | 0 | $0 | 0.00% | −70,564−100.0% | Sold out |
| Hershey Trust Co | 0 | $0 | 0.00% | −65,550−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −65,005−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −63,502−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −44,802−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −28,029−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −32,191−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −30,447−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −29,870−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −25,946−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −23,745−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −23,751−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −23,403−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,586−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −22,338−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −21,968−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −20,987−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −15,714−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Quattro Financial Advisors LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −13,722−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −12,856−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −12,545−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −12,315−100.0% | Sold out |
| CMG Global Holdings, LLC | 0 | $0 | 0.00% | −12,250−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −12,105−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,650−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −9,663−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −9,851−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −9,765−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −9,512−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −9,524−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −9,336−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,187−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −9,075−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −8,926−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −8,575−100.0% | Sold out |