| North Star Investment Management Corp. | 500 | $18.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 475 | $17.7K | 0.00% | +51+12.0% | Added |
| Nomura Asset Management Co Ltd | 470 | $17.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 457 | $17.0K | 0.00% | +101+28.4% | Added |
| First Horizon Corp | 350 | $13.0K | 0.00% | +22+6.7% | Added |
| South State Corp. | 300 | $11.2K | 0.00% | +300 | New |
| Covestor Ltd | 253 | $10.0K | 0.01% | +8+3.3% | Added |
| Salomon & Ludwin, LLC | 263 | $9.92K | 0.00% | −131−33.2% | Reduced |
| Fifth Third Bancorp | 220 | $8.20K | 0.00% | +20+10.0% | Added |
| Harbor Capital Advisors, Inc. | 227 | $8.00K | 0.00% | −4−1.7% | Reduced |
| Los Angeles Capital Management LLC | 228 | $7.34K | 0.00% | +228 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 163 | $6.08K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 162 | $6.04K | 0.00% | +127+362.9% | Added |
| Brown Brothers Harriman & Co | 133 | $4.96K | 0.00% | +133 | New |
| Parkside Financial Bank & Trust | 121 | $4.51K | 0.00% | +31+34.4% | Added |
| Sound Income Strategies, LLC | 112 | $4.37K | 0.00% | +112 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106 | $3.95K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 106 | $3.95K | 0.00% | −100−48.5% | Reduced |
| Rothschild Investment LLC | 102 | $3.80K | 0.00% | +72+240.0% | Added |
| Essential Partners LLC | 82 | $3.06K | 0.00% | +68+485.7% | Added |
| Massmutual Trust Co FSB | 81 | $3.02K | 0.00% | −4−4.7% | Reduced |
| Bessemer Group Inc | 80 | $3.00K | 0.00% | −28−25.9% | Reduced |
| EverSource Wealth Advisors, LLC | 79 | $2.94K | 0.00% | −92−53.8% | Reduced |
| Ancora Advisors, LLC | 75 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 67 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $2.20K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $1.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $1.53K | 0.00% | −1−2.4% | Reduced |
| Cedar Mountain Advisors, LLC | 39 | $1.45K | 0.00% | +7+21.9% | Added |
| Larson Financial Group LLC | 34 | $1.25K | 0.00% | +27+385.7% | Added |
| Glen Eagle Advisors, LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 32 | $1.20K | 0.00% | −11,256−99.7% | Reduced |
| Financial Consulate, Inc | 30 | $1.12K | 0.00% | +30 | New |
| Jones Financial Companies LLLP | 29 | $1.09K | 0.00% | +20+222.2% | Added |
| Picton Mahoney Asset Management | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26 | $969 | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 25 | $932 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 22 | $820 | 0.00% | −24−52.2% | Reduced |
| USA Financial Portformulas Corp | 20 | $745 | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 17 | $634 | 0.00% | +11+183.3% | Added |
| Bare Financial Services, Inc | 16 | $596 | 0.00% | +16 | New |
| Root Financial Partners, LLC | 14 | $522 | 0.00% | −122−89.7% | Reduced |
| SRS Capital Advisors, Inc. | 14 | $522 | 0.00% | −19−57.6% | Reduced |
| Versant Capital Management, Inc | 14 | $522 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $373 | 0.00% | −1−9.1% | Reduced |
| SBI Securities Co., Ltd. | 10 | $373 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $373 | 0.00% | +10 | New |
| CIBC Private Wealth Group, LLC | 9 | $335 | 0.00% | −1,251−99.3% | Reduced |
| Highline Wealth Partners LLC | 8 | $298 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7 | $261 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 7 | $261 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 6 | $224 | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $187 | 0.00% | −4−44.4% | Reduced |
| SJS Investment Consulting Inc. | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $150 | 0.00% | +4 | New |
| Keating Financial Advisory Services, Inc. | 1 | $37 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $29 | 0.00% | +1 | New |
| Bollard Group LLC | 12 | $0 | 0.00% | −2,000−99.4% | Reduced |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,127,353−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −358,447−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −137,353−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −115,293−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −58,887−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −50,370−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,577−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,784−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,192−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,197−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −7,178−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −6,831−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −5,960−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |