| Transamerica Financial Advisors, Inc. | 48 | $4.00K | 0.00% | +48 | New |
| Ronald Blue Trust, Inc. | 48 | $4.00K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 40 | $3.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 42 | $3.00K | 0.00% | +7+20.0% | Added |
| Harbor Investment Advisory, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 39 | $3.00K | 0.00% | +6+18.2% | Added |
| Curi Capital | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 40 | $3.00K | 0.00% | +40 | New |
| Financial Management Professionals, Inc. | 35 | $3.00K | 0.00% | +35 | New |
| ACG Wealth | 45 | $3.00K | 0.00% | +45 | New |
| Bogart Wealth, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Cullen/Frost Bankers, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $2.00K | 0.00% | +7+43.8% | Added |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | −25−62.5% | Reduced |
| Sierra Capital LLC | 16 | $1.00K | 0.00% | −15−48.4% | Reduced |
| CIBC Private Wealth Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 16 | $1.00K | 0.00% | −2−11.1% | Reduced |
| Addison Advisors LLC | 10 | $1.00K | 0.00% | +1+11.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 14 | $1.00K | 0.00% | +14 | New |
| Private Trust Co NA | 14 | $1.00K | 0.00% | +14 | New |
| Tfo-TDC, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| Eagle Bay Advisors LLC | 12 | $912 | 0.00% | +12 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $380 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 2 | $151 | 0.00% | – | – |
| MCF Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −317,990−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −99,910−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −86,500−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −76,955−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −73,720−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −56,436−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −27,009−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −23,023−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| Twin Lakes Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −17,611−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −16,510−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,062−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −8,757−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,605−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,684−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| McCarthy Asset Management, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| PGGM Investments | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| High Pointe Capital Management LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Astrantus Ltd | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |
