| First Manhattan Co | 336 | $13.3K | 0.00% | −1,473−81.4% | Reduced |
| Bessemer Group Inc | 268 | $11.0K | 0.00% | −66−19.8% | Reduced |
| Quent Capital, LLC | 247 | $9.78K | 0.00% | −106−30.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 210 | $8.31K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $7.92K | 0.00% | +200 | New |
| GWM Advisors LLC | 182 | $7.20K | 0.00% | +180+9,000.0% | Added |
| Huntington National Bank | 162 | $6.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 152 | $6.02K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 138 | $5.46K | 0.00% | −2−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 147 | $5.00K | 0.00% | +145+7,250.0% | Added |
| Glassman Wealth Services | 118 | $4.67K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 114 | $4.51K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 91 | $3.60K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $3.37K | 0.00% | +35+70.0% | Added |
| Lindbrook Capital, LLC | 77 | $3.05K | 0.00% | −124−61.7% | Reduced |
| Farther Finance Advisors, LLC | 76 | $3.01K | 0.00% | +1+1.3% | Added |
| Wetzel Investment Advisors, Inc. | 88 | $3.00K | 0.00% | +88 | New |
| Mendota Financial Group, LLC | 67 | $2.65K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 61 | $2.41K | 0.00% | +43+238.9% | Added |
| Manchester Capital Management LLC | 51 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 42 | $1.66K | 0.00% | +21+100.0% | Added |
| St. Johns Investment Management Company, LLC | 40 | $1.58K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 34 | $1.35K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 31 | $1.23K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 29 | $1.15K | 0.00% | +28+2,800.0% | Added |
| Federation des caisses Desjardins du Quebec | 28 | $1.11K | 0.00% | +28 | New |
| Global Retirement Partners, LLC | 27 | $1.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 26 | $1.03K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 25 | $1.01K | 0.00% | +25 | New |
| Thompson Siegel & Walmsley LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $871 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 21 | $831 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 20 | $792 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $554 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 13 | $515 | 0.00% | −3−18.8% | Reduced |
| Northwest Capital Management Inc | 11 | $435 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10 | $396 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9 | $356 | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 8 | $326 | 0.00% | +8 | New |
| Salomon & Ludwin, LLC | 9 | $322 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $317 | 0.00% | −5−38.5% | Reduced |
| Principal Securities, Inc. | 8 | $317 | 0.00% | +8 | New |
| Assetmark, Inc | 6 | $237 | 0.00% | +6 | New |
| Custom Portfolio Group LLC | 6 | $237 | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 5 | $198 | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 4 | $159 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 4 | $159 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4 | $158 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $158 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $119 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $119 | 0.00% | +3 | New |
| EntryPoint Capital, LLC | 3 | $119 | 0.00% | +3 | New |
| Spectrum Wealth Counsel, LLC | 3 | $119 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 2 | $80 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $79 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $79 | 0.00% | +2 | New |
| National Bank of Canada | 2 | $78 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1 | $40 | 0.00% | −30−96.8% | Reduced |
| SJS Investment Consulting Inc. | 1 | $40 | 0.00% | −1−50.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1 | $40 | 0.00% | −1−50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1 | $40 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $40 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 0 | $0 | 0.00% | −224,489−100.0% | Sold out |
| Ashe Capital Management, LP | 0 | $0 | 0.00% | −169,692−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −88,064−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −40,677−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −33,836−100.0% | Sold out |
| Fairview Capital Investment Management, LLC | 0 | $0 | 0.00% | −23,894−100.0% | Sold out |
| Fosse Capital Partners LLP | 0 | $0 | 0.00% | −23,145−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −21,131−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,272−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,022−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,668−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,884−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | 0 | Sold out |
| Steel Canyon Capital, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |