| Ronald Blue Trust, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $1.00K | 0.00% | −47−82.5% | Reduced |
| Valley National Advisers Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 15 | $1.00K | 0.00% | +6+66.7% | Added |
| Schubert & Co | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| Sutton Wealth Advisors Inc. | 2 | $186 | 0.00% | −9−81.8% | Reduced |
| Lee Financial Co | 3 | $0 | 0.00% | −9−75.0% | Reduced |
| Parkside Financial Bank & Trust | 1 | $0 | 0.00% | −10−90.9% | Reduced |
| Cutler Group LP | 10 | $0 | 0.00% | −10−50.0% | Reduced |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | +1+33.3% | Added |
| Level Financial Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −143,003−100.0% | Sold out |
| HHR Asset Management, LLC | 0 | $0 | 0.00% | −45,662−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −35,071−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,924−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,451−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −12,393−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −9,939−100.0% | Sold out |
| Waypoint Capital Advisors, LLC | 0 | $0 | 0.00% | −10,921−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,418−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,489−100.0% | Sold out |
| Rice Partnership, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |
| Insight Folios Inc | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,714−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −1,991−100.0% | Sold out |
| Sweet Financial Partners, LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |
| Milestone Advisory Partners | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| SPC Financial, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| Redwood Financial Network Corp | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Golden State Wealth Management, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |