| Kings Point Capital Management | 1,736 | $49.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,670 | $47.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,539 | $43.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,520 | $43.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,397 | $39.0K | 0.00% | +596+74.4% | Added |
| Princeton Global Asset Management LLC | 1,245 | $35.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,068 | $30.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 920 | $26.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 876 | $25.0K | 0.00% | −1,906−68.5% | Reduced |
| Geneos Wealth Management Inc. | 701 | $19.0K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 643 | $18.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 625 | $18.0K | 0.00% | +413+194.8% | Added |
| Fifth Third Bancorp | 593 | $17.0K | 0.00% | −192−24.5% | Reduced |
| Gables Capital Management Inc. | 622 | $17.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $17.0K | 0.00% | +600 | New |
| Steward Partners Investment Advisory, LLC | 451 | $13.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 426 | $12.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 360 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 361 | $10.0K | 0.00% | +96+36.2% | Added |
| FSB Premier Wealth Management, Inc. | 385 | $10.0K | 0.00% | +385 | New |
| American Portfolios Advisors | 351 | $9.86K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 314 | $9.00K | 0.00% | −7,276−95.9% | Reduced |
| Meeder Asset Management Inc | 336 | $9.00K | 0.00% | −4−1.2% | Reduced |
| Estabrook Capital Management | 300 | $8.43K | 0.00% | +300 | New |
| Zions Bancorporation, N.A. | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 250 | $7.00K | 0.00% | +250 | New |
| Allworth Financial LP | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 221 | $6.00K | 0.00% | +221 | New |
| Highlander Capital Management, LLC | 168 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 156 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 160 | $4.00K | 0.00% | +160 | New |
| Shore Point Advisors, LLC | 150 | $4.00K | 0.00% | +150 | New |
| First Horizon Advisors, Inc. | 121 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 117 | $3.00K | 0.00% | +117 | New |
| CVA Family Office, LLC | 75 | $2.00K | 0.00% | +75 | New |
| Maryland Capital Advisors Inc. | 63 | $2.00K | 0.00% | +63 | New |
| Dark Forest Capital Management LP | 46 | $1.00K | 0.00% | −201−81.4% | Reduced |
| Huntington National Bank | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | −5−45.5% | Reduced |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Snowden Capital Advisors LLC | 12 | $0 | 0.00% | +12 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −183,600−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −99,028−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −78,475−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −59,607−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −53,250−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −42,815−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −38,263−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −36,786−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −30,983−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −29,562−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −29,376−100.0% | Sold out |
| Lion Point Capital, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −24,159−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −23,124−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,892−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −17,405−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,491−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −12,730−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,644−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −11,608−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,512−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,307−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,856−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −7,798−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −6,973−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −4,896−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −4,896−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Cascadia Advisory Services, LLC | – | – | – | – | Not filed |
| Hexavest Inc. | – | – | – | – | Not filed |
| Cardan Capital Partners, LLC | – | – | – | – | Not filed |
| Alexandria Capital, LLC | – | – | – | – | Not filed |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |