| Itau Unibanco Holding S.A. | 249 | $33.0K | 0.00% | −56−18.4% | Reduced |
| Umb Bank N A | 240 | $32.0K | 0.00% | +240 | New |
| Fortitude Advisory Group L.L.C. | 240 | $32.0K | 0.02% | +240 | New |
| FourThought Financial, LLC | 226 | $31.0K | 0.00% | −20−8.1% | Reduced |
| JFS Wealth Advisors, LLC | 219 | $30.0K | 0.00% | +23+11.7% | Added |
| Fieldpoint Private Securities, LLC | 215 | $29.0K | 0.01% | +20+10.3% | Added |
| Sierra Capital LLC | 192 | $26.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 190 | $26.0K | 0.01% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 192 | $26.0K | 0.00% | +192 | New |
| FinTrust Capital Advisors, LLC | 188 | $25.0K | 0.01% | −3−1.6% | Reduced |
| NEXT Financial Group, Inc | 182 | $25.0K | 0.00% | +26+16.7% | Added |
| Signet Financial Management, LLC | 185 | $25.0K | 0.00% | +185 | New |
| Catalyst Capital Advisors LLC | 177 | $24.0K | 0.00% | +177 | New |
| Sageworth Trust Co | 157 | $21.0K | 0.00% | −523−76.9% | Reduced |
| Pinnacle Holdings, LLC | 150 | $20.3K | 0.01% | +150 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 143 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 140 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 140 | $19.0K | 0.00% | +140 | New |
| Covestor Ltd | 137 | $19.0K | 0.03% | +137 | New |
| GPS Wealth Strategies Group, LLC | 136 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 130 | $18.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 124 | $17.0K | 0.00% | +124 | New |
| CoreCap Advisors, LLC | 129 | $17.0K | 0.00% | +129 | New |
| Signaturefd, LLC | 111 | $15.0K | 0.00% | +85+326.9% | Added |
| West Paces Advisors Inc. | 111 | $15.0K | 0.00% | +58+109.4% | Added |
| Avion Wealth | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $14.0K | 0.01% | +100 | New |
| Robbins Farley LLC | 100 | $14.0K | 0.01% | +100 | New |
| Cedar Mountain Advisors, LLC | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 97 | $13.0K | 0.01% | +55+131.0% | Added |
| TFC Financial Management | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 70 | $9.45K | 0.01% | +70 | New |
| Absolute Capital Management, LLC | 70 | $9.45K | 0.01% | +70 | New |
| Kessler Investment Group, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 62 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $6.67K | 0.00% | +50 | New |
| TCI Wealth Advisors, Inc. | 44 | $6.00K | 0.00% | −2−4.3% | Reduced |
| Parkside Financial Bank & Trust | 37 | $5.00K | 0.00% | −1−2.6% | Reduced |
| JJJ Advisors Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $5.00K | 0.00% | +4+12.9% | Added |
| Stephens Consulting, LLC | 37 | $5.00K | 0.00% | +37 | New |
| Versant Capital Management, Inc | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $3.00K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 22 | $2.97K | 0.00% | +22 | New |
| Institutional & Family Asset Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 11 | $1.49K | 0.00% | +11 | New |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $1.00K | 0.00% | −7−53.8% | Reduced |
| Ci Investments Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Addison Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 6 | $810 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −178,763−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −95,426−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −76,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −58,387−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −46,250−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −41,620−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −25,399−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,797−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −12,269−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8,429−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,963−100.0% | Sold out |
| Orin Green Financial, LLC | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −5,222−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,931−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,785−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,680−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,876−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
