| Global Financial Private Client, LLC | 591 | $22.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 545 | $20.9K | 0.00% | +4+0.7% | Added |
| CoreCap Advisors, LLC | 461 | $17.7K | 0.00% | +102+28.4% | Added |
| Venturi Wealth Management, LLC | 437 | $16.8K | 0.00% | +122+38.7% | Added |
| Manchester Capital Management LLC | 435 | $16.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 430 | $16.5K | 0.00% | −2−0.5% | Reduced |
| Smartleaf Asset Management LLC | 432 | $16.5K | 0.00% | +338+359.6% | Added |
| Hemington Wealth Management | 480 | $16.0K | 0.00% | +480 | New |
| Capital Advisors, Ltd. LLC | 385 | $15.0K | 0.00% | −24−5.9% | Reduced |
| DecisionPoint Financial, LLC | 335 | $12.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 316 | $12.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 283 | $10.9K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 275 | $10.6K | 0.01% | +275 | New |
| Private Trust Co NA | 270 | $10.4K | 0.00% | +16+6.3% | Added |
| CVA Family Office, LLC | 224 | $8.60K | 0.00% | +224 | New |
| Quent Capital, LLC | 209 | $8.02K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 199 | $7.64K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 195 | $7.49K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 179 | $6.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 172 | $6.60K | 0.00% | +11+6.8% | Added |
| Morse Asset Management, Inc | 150 | $5.76K | 0.00% | +150 | New |
| Geneos Wealth Management Inc. | 142 | $5.45K | 0.00% | +142 | New |
| Farmers & Merchants Investments Inc | 100 | $3.84K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 85 | $3.26K | 0.00% | −337−79.9% | Reduced |
| First Horizon Advisors, Inc. | 85 | $3.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 82 | $3.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 78 | $2.99K | 0.00% | +48+160.0% | Added |
| Atwood & Palmer Inc | 73 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $2.46K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $2.34K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $1.88K | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 45 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $1.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 43 | $1.65K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 36 | $1.38K | 0.00% | +36 | New |
| Rothschild Investment LLC | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27 | $1.04K | 0.00% | +18+200.0% | Added |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | −85−68.0% | Reduced |
| Financial Management Professionals, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23 | $883 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $802 | 0.00% | +21 | New |
| DHJJ Financial Advisors, Ltd. | 11 | $423 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $383 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $302 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7 | $269 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 2 | $77 | 0.00% | −1−33.3% | Reduced |
| Mendota Financial Group, LLC | 2 | $77 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Boston Partners | 0 | $0 | 0.00% | −2,884,410−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −947,645−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −578,932−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −482,016−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −467,344−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −243,778−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −107,541−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −48,807−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −29,167−100.0% | Sold out |
| Presima Inc. | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −27,993−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −22,375−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −17,282−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −14,639−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −12,774−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −9,097−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −9,040−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,083−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,715−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,749−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −5,653−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,679−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −3,968−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |
| Spotlight Asset Group, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |