| Peoples Financial Services Corp. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 91 | $4.00K | 0.00% | +47+106.8% | Added |
| Insight Financial Services | 112 | $4.00K | 0.00% | +112 | New |
| Cassady Schiller Wealth Management, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Widmann Financial Services, Inc. | 109 | $4.00K | 0.00% | +109 | New |
| Koshinski Asset Management, Inc. | 94 | $3.92K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 83 | $3.00K | 0.00% | +83 | New |
| Glen Eagle Advisors, LLC | 66 | $2.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $2.00K | 0.00% | −432−91.1% | Reduced |
| BerganKDV Wealth Management, LLC | 56 | $2.00K | 0.00% | −13−18.8% | Reduced |
| Rockbridge Investment Management, LCC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $2.00K | 0.00% | −17−30.9% | Reduced |
| Exane Derivatives | 26 | $1.08K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 22 | $1.00K | 0.00% | +9+69.2% | Added |
| Tarbox Family Office, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 24 | $1.00K | 0.00% | +3+14.3% | Added |
| Larson Financial Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Gemmer Asset Management LLC | 31 | $1.00K | 0.00% | +31 | New |
| RGT Wealth Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Enterprise Trust & Investment Co | 33 | $1.00K | 0.00% | +33 | New |
| Schubert & Co | 12 | $1.00K | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 35 | $1.00K | 0.00% | +35 | New |
| PFS Partners, LLC | 19 | $794 | 0.00% | +19 | New |
| Brown, Lisle/Cummings, Inc. | 16 | $668 | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −4,196,309−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −674,985−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −341,762−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −187,918−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −64,610−100.0% | Sold out |
| General American Investors Co Inc | 0 | $0 | 0.00% | −63,575−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −57,800−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −55,822−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −47,058−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −42,847−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −34,891−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −34,940−100.0% | Sold out |
| Birch Run Capital Advisors, LP | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −19,164−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,122−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −13,455−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −12,350−100.0% | Sold out |
| Hudson Portfolio Management LLC | 0 | $0 | 0.00% | −11,819−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,534−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −5,998−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,313−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,994−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,701−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −3,186−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −2,705−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Adirondack Research & Management Inc. | – | – | – | – | Not filed |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |