| City Holding Co | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 44 | $14.0K | 0.00% | +44 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 42 | $14.0K | 0.01% | +42 | New |
| First Personal Financial Services | 40 | $13.0K | 0.00% | −40−50.0% | Reduced |
| Zullo Investment Group, Inc. | 41 | $13.0K | 0.01% | +41 | New |
| Whittier Trust Co of Nevada Inc | 38 | $12.0K | 0.00% | −25−39.7% | Reduced |
| West Paces Advisors Inc. | 36 | $11.8K | 0.00% | +3+9.1% | Added |
| Massmutual Trust Co FSB | 34 | $11.0K | 0.00% | +22+183.3% | Added |
| McDonald Partners LLC | 33 | $10.8K | 0.01% | +33 | New |
| Absolute Capital Management, LLC | 33 | $10.8K | 0.01% | +33 | New |
| Private Capital Group, LLC | 30 | $10.0K | 0.00% | −21−41.2% | Reduced |
| Glassman Wealth Services | 30 | $10.0K | 0.00% | +17+130.8% | Added |
| Halpern Financial, Inc. | 28 | $9.20K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $8.54K | 0.00% | +5+23.8% | Added |
| IFP Advisors, Inc | 20 | $8.00K | 0.00% | −8−28.6% | Reduced |
| Tradition Wealth Management, LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $8.00K | 0.00% | +12+92.3% | Added |
| Maryland Capital Advisors Inc. | 25 | $8.00K | 0.01% | +25 | New |
| Washington Trust Advisors, Inc. | 23 | $8.00K | 0.00% | +23 | New |
| Evoke Wealth, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 22 | $7.00K | 0.00% | +22 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 22 | $7.00K | 0.00% | +22 | New |
| Covestor Ltd | 22 | $7.00K | 0.01% | +22 | New |
| Earnest Partners LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 12 | $4.00K | 0.00% | +12 | New |
| McCarthy Grittinger Financial Group, LLC | 12 | $3.94K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 8 | $3.00K | 0.00% | +3+60.0% | Added |
| Bell Investment Advisors, Inc | 10 | $3.00K | 0.00% | +7+233.3% | Added |
| Jones Financial Companies LLLP | 8 | $3.00K | 0.00% | +8 | New |
| Plante Moran Financial Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| JNBA Financial Advisors | 8 | $3.00K | 0.00% | +8 | New |
| Amplius Wealth Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 8 | $2.63K | 0.00% | −2−20.0% | Reduced |
| Global Financial Private Client, LLC | 7 | $2.30K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $2.30K | 0.00% | +7 | New |
| Vigilant Capital Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Fortitude Advisory Group L.L.C. | 5 | $2.00K | 0.00% | +5 | New |
| Concord Wealth Partners | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $1.00K | 0.00% | +1 | New |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Schubert & Co | 2 | $1.00K | 0.00% | +2 | New |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −171,126−100.0% | Sold out |
| Rock Springs Capital Management LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −118,900−100.0% | Sold out |
| Mar Vista Investment Partners LLC | 0 | $0 | 0.00% | −111,391−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −23,261−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −22,291−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −9,209−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −8,890−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −5,106−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,913−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Eos Focused Equity Management, L.P. | 0 | $0 | 0.00% | −2,873−100.0% | Sold out |
| Inverness Counsel LLC | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,557−100.0% | Sold out |
| Roosevelt Investment Group LLC | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Chatham Capital Group, Inc. | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −574−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |