| Steward Partners Investment Advisory, LLC | 102 | $14.0K | 0.00% | −309−75.2% | Reduced |
| Private Capital Group, LLC | 90 | $13.0K | 0.01% | −6−6.3% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $13.0K | 0.00% | +32+50.8% | Added |
| Exchange Traded Concepts, LLC | 92 | $13.0K | 0.00% | +92 | New |
| Johnson Financial Group, Inc. | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 84 | $12.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 82 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 71 | $10.0K | 0.00% | −129−64.5% | Reduced |
| Miller Wealth Advisors, LLC | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 51 | $7.00K | 0.01% | +28+121.7% | Added |
| Sargent Bickham Lagudis LLC | 50 | $7.00K | 0.00% | +50 | New |
| Earnest Partners LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 42 | $5.00K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 22 | $3.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $3.00K | 0.00% | +20 | New |
| Washington Trust Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $2.00K | 0.00% | +1+8.3% | Added |
| TSFG, LLC | 14 | $2.00K | 0.00% | +1+7.7% | Added |
| Rise Advisors, LLC | 13 | $2.00K | 0.00% | +1+8.3% | Added |
| CX Institutional | 13 | $2.00K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 14 | $2.00K | 0.00% | +14 | New |
| Eukles Asset Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Rockbridge Investment Management, LCC | 7 | $972 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $972 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4 | $555 | 0.00% | +4 | New |
| Venture Visionary Partners LLC | 2 | $329 | 0.00% | +2 | New |
| Lazard Asset Management LLC | 7 | $0 | 0.00% | −141−95.3% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −119,811−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −34,130−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −29,532−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −17,567−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −17,303−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −12,473−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,167−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −9,611−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −7,653−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,279−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −4,730−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,263−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,848−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,876−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,835−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Gofen & Glossberg LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,377−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Golden State Wealth Management, LLC | – | – | – | – | Not filed |
