| Fairfield, Bush & Co. | 145 | $1.82K | 0.00% | +145 | New |
| NewSquare Capital LLC | 144 | $1.81K | 0.00% | −52−26.5% | Reduced |
| Private Ocean, LLC | 139 | $1.74K | 0.00% | −260−65.2% | Reduced |
| Providence Capital Advisors, LLC | 139 | $1.74K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 139 | $1.74K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 133 | $1.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 127 | $1.59K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 127 | $1.59K | 0.00% | +65+104.8% | Added |
| Pittenger & Anderson Inc | 126 | $1.58K | 0.00% | +106+530.0% | Added |
| Systematic Financial Management LP | 120 | $1.50K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 120 | $1.50K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 39 | $1.44K | 0.00% | +39 | New |
| Granite FO LLC | 114 | $1.43K | 0.00% | −150−56.8% | Reduced |
| Creative Capital Management Investments LLC | 112 | $1.40K | 0.00% | −7−5.9% | Reduced |
| Heritage Wealth Advisors | 110 | $1.38K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 102 | $1.28K | 0.00% | +102 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $1.25K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 99 | $1.24K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $1.20K | 0.00% | −48−33.3% | Reduced |
| IMA Wealth, Inc. | 96 | $1.20K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 90 | $1.13K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 90 | $1.13K | 0.00% | +90 | New |
| Perkins Coie Trust Co | 87 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 86 | $1.08K | 0.00% | +11+14.7% | Added |
| IAG Wealth Partners, LLC | 84 | $1.05K | 0.00% | −22−20.8% | Reduced |
| Pacifica Partners Inc. | 95 | $1.04K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 41 | $1.00K | 0.00% | −30−42.3% | Reduced |
| Evolution Advisers, Inc. | 127 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 74 | $928 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 72 | $903 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 72 | $903 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 72 | $903 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 71 | $891 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 71 | $890 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 70 | $878 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 70 | $878 | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 66 | $828 | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 61 | $765 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 61 | $765 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 61 | $765 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 61 | $765 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 59 | $740 | 0.00% | −48−44.9% | Reduced |
| Ridgewood Investments LLC | 55 | $685 | 0.00% | −49−47.1% | Reduced |
| Chilton Capital Management LLC | 52 | $653 | 0.00% | +28+116.7% | Added |
| Core Wealth Advisors, Inc. | 44 | $552 | 0.00% | −138−75.8% | Reduced |
| ZRC Wealth Management, LLC | 44 | $552 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $514 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $514 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $502 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 37 | $464 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 288,070 | $378 | 0.04% | +288,070 | New |
| Toth Financial Advisory Corp | 29 | $364 | 0.00% | +28+2,800.0% | Added |
| Acima Private Wealth, LLC | 28 | $351 | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 24 | $313 | 0.00% | +24 | New |
| Stone House Investment Management, LLC | 24 | $301 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 24 | $301 | 0.00% | +24 | New |
| Legacy Bridge, LLC | 20 | $251 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 19 | $238 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 14 | $176 | 0.00% | +14 | New |
| Northwest Bank & Trust Co | 14 | $175 | 0.00% | +14 | New |
| Atticus Wealth Management, LLC | 12 | $151 | 0.00% | −102−89.5% | Reduced |
| West Financial Advisors, LLC | 10 | $126 | 0.00% | +10 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $101 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 7 | $92 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $38 | 0.00% | −326−99.1% | Reduced |
| Arcadia Investment Management Corp | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 2 | $26 | 0.00% | +2 | New |
| Acadian Asset Management LLC | 5 | $0 | 0.00% | −620−99.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 21 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| Boit C F David | 5,400 | – | – | −2,326−30.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | – | – | 00.0% | Unchanged |
| Quilter Plc | 3,870 | – | – | +3,870 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −11,293,035−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −4,371,738−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,465,363−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −1,425,726−100.0% | Sold out |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −1,126,707−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −1,097,076−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −976,435−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −968,702−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −578,644−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −570,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −527,969−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −453,416−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −260,167−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −257,258−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −252,676−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −146,153−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −138,823−100.0% | Sold out |
| 6elm Capital LP | 0 | $0 | 0.00% | −132,669−100.0% | Sold out |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −124,251−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −98,580−100.0% | Sold out |