| GHP Investment Advisors, Inc. | 34 | $7.00K | 0.00% | +34 | New |
| EverSource Wealth Advisors, LLC | 29 | $6.00K | 0.00% | +8+38.1% | Added |
| American National Bank | 28 | $6.00K | 0.00% | +28 | New |
| Covington Capital Management | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $5.00K | 0.00% | +19+380.0% | Added |
| Quent Capital, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Financial Management Professionals, Inc. | 18 | $4.00K | 0.00% | +5+38.5% | Added |
| Evoke Wealth, LLC | 22 | $4.00K | 0.00% | +13+144.4% | Added |
| Capital Advisors, Ltd. LLC | 18 | $4.00K | 0.00% | +18 | New |
| Charter Oak Capital Management, LLC | 20 | $4.00K | 0.00% | +20 | New |
| Surevest, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 14 | $2.82K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $2.00K | 0.00% | +9 | New |
| Money Concepts Capital Corp | 9 | $2.00K | 0.00% | +9 | New |
| Pittenger & Anderson Inc | 10 | $2.00K | 0.00% | +10 | New |
| Geneos Wealth Management Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Karlinski Andrew C | 10 | $2.00K | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Prospera Financial Services Inc | 7 | $1.00K | 0.00% | +7 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Beacon Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Fund Management LtdSuperinvestorTCI Fund Management | 0 | $0 | 0.00% | −1,044,359−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −207,131−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −122,400−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −92,379−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −70,859−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −58,152−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −30,037−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −20,516−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,971−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −17,466−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −11,260−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −10,028−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −5,715−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,361−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −3,414−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,515−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Flower City Capital | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Old Port Advisors | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | – | Sold out |
| Dixon Hughes Goodman Wealth Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| McCarthy Grittinger Financial Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| MD Financial Management Inc. | – | – | – | – | Not filed |
| NexWave Capital Partners LLC | – | – | – | – | Not filed |
| Country Club Trust Company, n.a. | – | – | – | – | Not filed |
