| True Wealth Design, LLC | 2 | $37 | 0.00% | +2 | New |
| Logan Capital Management Inc | 2 | $36 | 0.00% | −76−97.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2 | $36 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $36 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $36 | 0.00% | +2 | New |
| Register Financial Advisors LLC | 2 | $36 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 1 | $19 | 0.00% | −34−97.1% | Reduced |
| Lindbrook Capital, LLC | 1 | $18 | 0.00% | −80−98.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $18 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 18 | $7 | 0.00% | +18 | New |
| Thompson Siegel & Walmsley LLC | 2 | $0 | 0.00% | −16,044−100.0% | Reduced |
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $0 | 0.00% | −6−42.9% | Reduced |
| Pin Oak Investment Advisors Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1 | $0 | 0.00% | −6−85.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 22 | $0 | 0.00% | +22 | New |
| Avion Wealth | 32 | $0 | 0.00% | +32 | New |
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | +11 | New |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Madison Avenue Partners, LP | 0 | $0 | 0.00% | −910,020−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −124,852−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −84,159−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −49,298−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −43,416−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −40,666−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −52,738−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −36,311−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −26,942−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −26,354−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −23,880−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −21,039−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −20,917−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −19,643−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −18,130−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −17,998−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −16,502−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −15,324−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −15,158−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −15,018−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −14,289−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −12,816−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −12,221−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −12,034−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −11,320−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,453−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −10,021−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −9,037−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −6,371−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 0 | $0 | 0.00% | −1,904−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −8−100.0% | Sold out |