| Geneos Wealth Management Inc. | 293 | $31.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 290 | $31.2K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 286 | $30.8K | 0.02% | +286 | New |
| Pension & Wealth Management Advisors, Inc. | 280 | $30.1K | 0.03% | +280 | New |
| Close Asset Management Ltd | 275 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 295 | $28.0K | 0.00% | +82+38.5% | Added |
| Bollard Group LLC | 219 | $24.0K | 0.00% | +1+0.5% | Added |
| Ci Investments Inc. | 209 | $22.0K | 0.00% | −493−70.2% | Reduced |
| Montag A & Associates Inc | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 218 | $21.0K | 0.00% | +218 | New |
| Parkside Financial Bank & Trust | 188 | $20.2K | 0.01% | +170+944.4% | Added |
| Advisory Services Network, LLC | 163 | $17.6K | 0.00% | +163 | New |
| Parallel Advisors, LLC | 149 | $16.0K | 0.00% | +3+2.1% | Added |
| Quarry LP | 145 | $15.6K | 0.02% | +145 | New |
| CWM, LLC | 143 | $15.0K | 0.00% | −7−4.7% | Reduced |
| Quadrant Capital Group LLC | 133 | $14.3K | 0.00% | +2+1.5% | Added |
| Baystate Wealth Management LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 128 | $13.0K | 0.00% | +128 | New |
| Glass Jacobson Investment Advisors llc | 115 | $12.4K | 0.01% | +115 | New |
| AdvisorNet Financial, Inc | 114 | $12.3K | 0.00% | +12+11.8% | Added |
| Money Concepts Capital Corp | 111 | $11.9K | 0.00% | +111 | New |
| Cary Street Partner Investment Advisory LLC | 106 | $11.4K | 0.00% | +106 | New |
| First Horizon Advisors, Inc. | 104 | $11.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 104 | $11.2K | 0.00% | +82+372.7% | Added |
| Umb Bank N A | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 99 | $10.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 93 | $10.0K | 0.00% | −170−64.6% | Reduced |
| Covestor Ltd | 92 | $10.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 92 | $9.89K | 0.00% | +92 | New |
| MCF Advisors LLC | 86 | $9.21K | 0.00% | +1+1.2% | Added |
| Washington Trust Advisors, Inc. | 84 | $9.03K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 79 | $8.49K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 61 | $6.56K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 69 | $6.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $6.00K | 0.00% | +13+31.0% | Added |
| BBJS Financial Advisors, LLC | 55 | $5.93K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 52 | $5.59K | 0.00% | +7+15.6% | Added |
| Cornerstone Planning Group LLC | 49 | $5.36K | 0.00% | +49 | New |
| Miller Wealth Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 43 | $4.62K | 0.00% | +27+168.8% | Added |
| JFS Wealth Advisors, LLC | 40 | $4.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $4.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37 | $3.98K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $3.55K | 0.00% | −3−8.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $3.00K | 0.00% | +25 | New |
| Caldwell Sutter Capital, Inc. | 27 | $2.90K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 22 | $2.37K | 0.00% | −1−4.3% | Reduced |
| Steward Financial Group LLC | 22 | $2.00K | 0.00% | +22 | New |
| Blue Bell Private Wealth Management, LLC | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.72K | 0.00% | +6+60.0% | Added |
| Disciplined Investments, LLC | 13 | $1.40K | 0.00% | −1−7.1% | Reduced |
| Quent Capital, LLC | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $1.08K | 0.00% | +6 | New |
| TD Ameritrade Investment Management, LLC | 10 | $1.00K | 0.00% | −3−23.1% | Reduced |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $968 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $860 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $753 | 0.00% | +7 | New |
| Baker Avenue Asset Management, LP | 7 | $753 | 0.00% | +7 | New |
| TCI Wealth Advisors, Inc. | 4 | $430 | 0.00% | −1−20.0% | Reduced |
| Global Retirement Partners, LLC | 4 | $430 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 0 | $18 | 0.00% | 0 | New |
| Capital Advisors, Ltd. LLC | 178 | $0 | 0.00% | +178 | New |
| Bessemer Group Inc | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −76,278−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −67,973−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −49,205−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −22,622−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −21,615−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −13,421−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,395−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −7,108−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,698−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −6,676−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,448−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Eos Focused Equity Management, L.P. | – | – | – | – | Not filed |