| Graves-Light Private Wealth Management, Inc. | 5 | $0 | 0.00% | −125−96.2% | Reduced |
| First Horizon Advisors, Inc. | 8 | $0 | 0.00% | −107−93.0% | Reduced |
| Allworth Financial LP | 3 | $0 | 0.00% | −62−95.4% | Reduced |
| Gemmer Asset Management LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | −15−75.0% | Reduced |
| Proequities, Inc. | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Valley National Advisers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| HHM Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 2 | $0 | 0.00% | +2 | New |
| Bartlett & Co. LLC | 4 | $0 | 0.00% | +4 | New |
| Cranbrook Wealth Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | +1 | New |
| Capital Advisory Group Advisory Services, LLC | 4 | $0 | 0.00% | +4 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| Beacon Capital Management, LLC | 12 | $0 | 0.00% | +12 | New |
| Medina Singh Partners, LLC | 0 | $0 | 0.00% | −210,399−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −100,001−100.0% | Sold out |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −89,256−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −51,344−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −44,218−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −41,518−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −36,178−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −34,122−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −33,359−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,728−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −17,214−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,642−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,618−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,918−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −11,381−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,492−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −7,375−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,962−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −4,665−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| AGF Investments America Inc. | 0 | $0 | 0.00% | −2,710−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Stonebridge Financial Planning Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Delphi Management Inc | – | – | – | – | Not filed |
| 6 Meridian | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |