| Bellevue Asset Management, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14 | $2.00K | 0.00% | −2,184−99.4% | Reduced |
| Berman Capital Advisors, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $1.16K | 0.00% | +10 | New |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $1.00K | 0.00% | +10 | New |
| Ford Financial Group, LLC | 17 | $1.00K | 0.00% | +17 | New |
| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Lake Point Wealth Management | 3 | $0 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 43 | – | – | −38−46.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −65,772−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −39,220−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −33,899−100.0% | Sold out |
| Cardan Capital Partners, LLC | 0 | $0 | 0.00% | −33,540−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −28,422−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −21,675−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −17,034−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −16,421−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −14,346−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,136−100.0% | Sold out |
| Bank Pictet & Cie (Asia) Ltd | 0 | $0 | 0.00% | −12,144−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −10,577−100.0% | Sold out |
| NorthCoast Asset Management LLC | 0 | $0 | 0.00% | −9,792−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,347−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −6,527−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,521−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,365−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,149−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −3,724−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −2,851−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Princeton Portfolio Strategies Group LLC | 0 | $0 | 0.00% | −2,229−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,166−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,129−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,896−100.0% | Sold out |
| Altium Wealth Management LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Sonora Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Filbrandt Wealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Moser Wealth Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Camden National Bank | – | – | – | – | Not filed |
| Pillar Pacific Capital Management LLC | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| Fairpointe Capital LLC | – | – | – | – | Not filed |
| OneAscent Wealth Management LLC | – | – | – | – | Not filed |
| Rikoon Group, LLC | – | – | – | – | Not filed |
| OneAscent Financial Services LLC | – | – | – | – | Not filed |
| Tompkins Financial Corp | – | – | – | – | Not filed |
