| HHM Wealth Advisors, LLC | 60 | $5.00K | 0.00% | −150−71.4% | Reduced |
| Earnest Partners LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $5.00K | 0.00% | +4+7.0% | Added |
| Massmutual Trust Co FSB | 53 | $5.00K | 0.00% | +3+6.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $4.00K | 0.00% | −4,700−98.9% | Reduced |
| Lindbrook Capital, LLC | 42 | $4.00K | 0.00% | −22−34.4% | Reduced |
| C M Bidwell & Associates Ltd | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 42 | $4.00K | 0.00% | −12−22.2% | Reduced |
| Money Concepts Capital Corp | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 50 | $4.00K | 0.00% | +50 | New |
| Harel Insurance Investments & Financial Services Ltd. | 49 | $4.00K | 0.00% | +49 | New |
| Anchor Investment Management, LLC | 35 | $3.06K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 36 | $3.00K | 0.00% | +12+50.0% | Added |
| Axiom Investment Management LLC | 29 | $3.00K | 0.01% | +29 | New |
| Prestige Wealth Management Group LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $2.00K | 0.00% | +5+25.0% | Added |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | +21 | New |
| Bartlett & Co. Wealth Management LLC | 22 | $1.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | −35−81.4% | Reduced |
| FinTrust Capital Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | −12−57.1% | Reduced |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 15 | $1.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Abound Wealth Management | 3 | $264 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $0 | 0.00% | −1,000−99.9% | Reduced |
| HM Payson & Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −858,976−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −184,236−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −153,822−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −133,400−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −59,518−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −30,684−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −25,862−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −15,792−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −15,213−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −15,099−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,155−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −10,484−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −10,158−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −9,863−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −9,540−100.0% | Sold out |
| Bluestein R H & Co | 0 | $0 | 0.00% | −7,836−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,856−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Red Wave Investments LLC | 0 | $0 | 0.00% | −2,058−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Pluribus Labs, LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
