| Investment Research & Advisory Group, Inc. | 57 | $9.00K | 0.01% | +57 | New |
| HighMark Wealth Management LLC | 55 | $8.00K | 0.01% | −22−28.6% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 51 | $8.00K | 0.00% | +11+27.5% | Added |
| MV Capital Management, Inc. | 44 | $7.00K | 0.00% | +25+131.6% | Added |
| Laurel Wealth Advisors LLC | 45 | $7.00K | 0.00% | +28+164.7% | Added |
| Altshuler Shaham Ltd | 47 | $7.00K | 0.00% | +47 | New |
| Riggs Asset Managment Co. Inc. | 49 | $7.00K | 0.00% | +49 | New |
| Semmax Financial Advisors Inc. | 45 | $7.00K | 0.00% | +45 | New |
| Asset Dedication, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38 | $5.00K | 0.00% | −1−2.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $5.00K | 0.00% | +31 | New |
| Heritage Wealth Advisors | 33 | $4.97K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $4.00K | 0.00% | −18−41.9% | Reduced |
| Prestige Wealth Management Group LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 22 | $3.00K | 0.00% | −69−75.8% | Reduced |
| Baystate Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $3.00K | 0.00% | +3+15.8% | Added |
| Evolution Wealth Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 22 | $3.00K | 0.00% | −1−4.3% | Reduced |
| Hudock, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $3.00K | 0.00% | +12+133.3% | Added |
| Sterling Investment Advisors, Ltd. | 17 | $3.00K | 0.00% | +17 | New |
| Standard Family Office LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17 | $2.00K | 0.00% | +10+142.9% | Added |
| TSFG, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Alaethes Wealth LLC | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | −3−37.5% | Reduced |
| Versant Capital Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $150 | 0.00% | – | New |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −418,550−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −237,855−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −43,183−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −28,308−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −19,851−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −19,052−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −16,280−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −13,921−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,790−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,579−100.0% | Sold out |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −4,610−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −1,963−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Bingham Osborn & Scarborough LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −1,611−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −6,502−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Reilly Herbert Faulkner III | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
