| Parkside Financial Bank & Trust | 19 | $2.99K | 0.00% | +5+35.7% | Added |
| Beacon Capital Management, LLC | 17 | $2.68K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.89K | 0.00% | −4−25.0% | Reduced |
| Raffa Wealth Management, LLC | 12 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $1.73K | 0.00% | −5−31.3% | Reduced |
| Massmutual Trust Co FSB | 10 | $1.57K | 0.00% | −188−94.9% | Reduced |
| AdvisorNet Financial, Inc | 10 | $1.57K | 0.00% | −1−9.1% | Reduced |
| Baystate Wealth Management LLC | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.26K | 0.00% | +2+33.3% | Added |
| TD Ameritrade Investment Management, LLC | 8 | $1.00K | 0.00% | −11−57.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6 | $1.00K | 0.00% | +6 | New |
| WealthPLAN Partners, LLC | 6 | $944 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6 | $944 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $944 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 3 | $473 | 0.00% | −2−40.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3 | $472 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 2 | $315 | 0.00% | −4−66.7% | Reduced |
| Baker Avenue Asset Management, LP | 2 | $315 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $315 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $158 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $157 | 0.00% | −6−85.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $157 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $157 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5 | $1 | 0.00% | +5 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −537,500−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −424,619−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −113,516−100.0% | Sold out |
| Nine27 Capital Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −68,023−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −67,506−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −57,929−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −43,719−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −29,669−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,093−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −22,443−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −11,729−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −10,232−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,770−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −7,938−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,351−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,919−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −4,906−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −4,724−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −3,302−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,959−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −2,657−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Chimera Capital Management LLC | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |
| CTC Capital Management, LLC | – | – | – | – | Not filed |