| Ironwood Financial, llc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 8 | $1.00K | 0.00% | −45,307−100.0% | Reduced |
| Retirement Group, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.00K | 0.00% | +16 | New |
| Addison Advisors LLC | 18 | $1.00K | 0.00% | +18 | New |
| WestEnd Advisors, LLC | – | $322 | 0.00% | – | New |
| Kelly Financial Services LLC | 1,008 | $13 | 0.00% | +992+6,200.0% | Added |
| Swiss Life Asset Management Ltd | 77,124 | – | – | +3,265+4.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,122 | – | – | +1,122 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −3,245,000−100.0% | Sold out |
| Marathon Asset Management LLP | 0 | $0 | 0.00% | −543,663−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −314,136−100.0% | Sold out |
| Rock Springs Capital Management LP | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −91,837−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −44,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −30,007−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −21,062−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −16,510−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −13,890−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −12,668−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,028−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −9,535−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −9,319−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −7,624−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −6,411−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −6,014−100.0% | Sold out |
| Prosight Management, LP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Drexel Morgan & Co. | 0 | $0 | 0.00% | −4,997−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Schmidt P J Investment Management Inc | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| New England Professional Planning Group Inc. | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Tdam USA Inc. | 0 | $0 | 0.00% | −2,657−100.0% | Sold out |
| Successful Portfolios LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| Barr E S & Co | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Pioneer Trust Bank N A | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Reliant Investment Management, LLC | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −2,412−100.0% | Sold out |
| McGinn Investment Management, Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| North American Management Corp | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| Rikoon Group, LLC | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| TCF National Bank | – | – | – | – | Not filed |
| Money Concepts Capital Corp | – | – | – | – | Not filed |
| Tompkins Financial Corp | – | – | – | – | Not filed |
| Camden National Bank | – | – | – | – | Not filed |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |
| New Capital Management LP | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |
