| Financial Management Professionals, Inc. | 72 | $8.00K | 0.00% | +40+125.0% | Added |
| Loomis Sayles & Co L P | 71 | $8.00K | 0.00% | +71 | New |
| Front Row Advisors LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $7.00K | 0.00% | +42+233.3% | Added |
| FinTrust Capital Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 53 | $6.00K | 0.00% | +53 | New |
| Anchor Investment Management, LLC | 50 | $5.66K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $5.66K | 0.00% | +50 | New |
| Rise Advisors, LLC | 47 | $5.00K | 0.01% | −10−17.5% | Reduced |
| MV Capital Management, Inc. | 46 | $5.00K | 0.00% | +35+318.2% | Added |
| Allworth Financial LP | 48 | $5.00K | 0.00% | +45+1,500.0% | Added |
| Covington Capital Management | 45 | $5.00K | 0.00% | +45 | New |
| Earnest Partners LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $4.00K | 0.00% | +18+94.7% | Added |
| Sargent Bickham Lagudis LLC | 35 | $4.00K | 0.00% | +35 | New |
| Steward Financial Group LLC | 36 | $4.00K | 0.00% | +36 | New |
| Morton Brown Family Wealth, LLC | 36 | $4.00K | 0.00% | +36 | New |
| First Horizon Advisors, Inc. | 36 | $3.00K | 0.00% | +3+9.1% | Added |
| Ronald Blue Trust, Inc. | 32 | $3.00K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 23 | $3.00K | 0.00% | +23 | New |
| Glassman Wealth Services | 19 | $2.00K | 0.00% | −13−40.6% | Reduced |
| GW&K Investment Management, LLC | 16 | $2.00K | 0.00% | −7−30.4% | Reduced |
| TCI Wealth Advisors, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $2.00K | 0.00% | +4+25.0% | Added |
| Sageworth Trust Co of South Dakota | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 14 | $2.00K | 0.00% | +6+75.0% | Added |
| Raffa Wealth Management, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Benjamin Edwards Inc | 11 | $1.00K | 0.00% | +11 | New |
| Heritage Financial Services, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 7 | $792 | 0.00% | +6+600.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Cribstone Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −792,575−100.0% | Sold out |
| DRH Investments, Inc. | 0 | $0 | 0.00% | −151,446−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −81,323−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −46,013−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −43,368−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −35,190−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −26,930−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −24,599−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −22,684−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,487−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −15,290−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,914−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −10,371−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,990−100.0% | Sold out |
| Coyle Financial Counsel LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −8,934−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,375−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,978−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,702−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −5,389−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −4,926−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,916−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,443−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −4,328−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −3,276−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,587−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| Addison Capital Co | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
