| Ironwood Financial, llc | 102 | $25.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 103 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 98 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $22.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 86 | $21.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 86 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 83 | $20.0K | 0.00% | −26−23.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 84 | $20.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 84 | $20.0K | 0.02% | +1+1.2% | Added |
| Itau Unibanco Holding S.A. | 84 | $20.0K | 0.00% | +84 | New |
| Paragon Wealth Strategies, LLC | 83 | $20.0K | 0.01% | +83 | New |
| Evolution Wealth Advisors, LLC | 80 | $19.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 80 | $19.0K | 0.02% | 00.0% | Unchanged |
| Personal Wealth Partners | 75 | $18.0K | 0.01% | +75 | New |
| Activest Wealth Management | 67 | $16.0K | 0.01% | −62−48.1% | Reduced |
| Capital Advisors, Ltd. LLC | 68 | $16.0K | 0.00% | +8+13.3% | Added |
| West Branch Capital LLC | 64 | $15.0K | 0.01% | +64 | New |
| Coastal Capital Group, Inc. | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 58 | $14.0K | 0.01% | +4+7.4% | Added |
| MCF Advisors LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 52 | $13.0K | 0.00% | +52 | New |
| Counterpoint Mutual Funds LLC | 54 | $13.0K | 0.01% | +54 | New |
| Cribstone Capital Management, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 41 | $10.0K | 0.00% | +41 | New |
| Mizuho Securities Co. Ltd. | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 32 | $8.00K | 0.00% | +32 | New |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 28 | $7.00K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $6.00K | 0.00% | +25 | New |
| Lake Point Wealth Management | 15 | $4.00K | 0.00% | +15 | New |
| Valley National Advisers Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 14 | $3.00K | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.05% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Professional Financial Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Bellwether Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $966 | 0.00% | – | New |
| Halpern Financial, Inc. | 2 | $583 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40,001 | $165 | 0.01% | +39,826+22,757.7% | Added |
| Sterling Investment Advisors, Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 2 | $0 | 0.00% | +2 | New |
| Westside Investment Management, Inc. | 1,058 | – | – | −30−2.8% | Reduced |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −406,122−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −312,500−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −299,111−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −217,913−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −109,975−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −76,221−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −47,851−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −40,582−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −31,945−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −27,118−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −23,441−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −21,307−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −20,276−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −16,512−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −16,450−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −12,476−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −12,022−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,964−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,528−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,752−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −5,095−100.0% | Sold out |
| DCF Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −3,858−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,743−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Stadion Money Management, LLC | 0 | $0 | 0.00% | −2,663−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,657−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,027−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −1,664−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |