| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.67K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $1.36K | 0.00% | +2+100.0% | Added |
| South State Corp. | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.00K | 0.00% | −10−76.9% | Reduced |
| NVWM, LLC | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Navigoe, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Abound Wealth Management | 2 | $667 | 0.00% | −8−80.0% | Reduced |
| Harbor Investment Advisory, LLC | 2 | $667 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $667 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $667 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $667 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $667 | 0.00% | +1+100.0% | Added |
| Cape Investment Advisory, Inc. | 2 | $667 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $400 | 0.00% | +1 | New |
| Financial Consulate, Inc | 1 | $334 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $334 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $334 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $333 | 0.00% | −4−80.0% | Reduced |
| Investors Portfolio Services LLC | 1 | $333 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1 | $333 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $333 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1 | $333 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $333 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $333 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $333 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $333 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −531,468−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −161,083−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −55,783−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −42,400−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −29,260−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,531−100.0% | Sold out |
| Occam Crest Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,081−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Mill Capital Management, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| LightSquare Wealth Management, LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| SBI Okasan Asset Management Co.Ltd. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Bravera Wealth | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Trust Co of Toledo NA | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vantage Investment Partners, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| Sapience Investments, LLC | – | – | – | – | Not filed |
