| Harvest Group Wealth Management, LLC | 45 | $2.00K | 0.00% | −3−6.3% | Reduced |
| Front Row Advisors LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 67 | $2.00K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 73 | $2.00K | 0.00% | +73 | New |
| Householder Group Estate & Retirement Specialist, LLC | 75 | $2.00K | 0.00% | +75 | New |
| Sutton Wealth Advisors Inc. | 46 | $1.37K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 43 | $1.28K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 45 | $1.00K | 0.00% | −231−83.7% | Reduced |
| Cedar Wealth Management, LLC | 33 | $1.00K | 0.00% | −99−75.0% | Reduced |
| Salem Investment Counselors Inc | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $1.00K | 0.00% | +30 | New |
| Asset Dedication, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Beaird Harris Wealth Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 17 | $505 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $0 | 0.00% | −10−40.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 13 | $0 | 0.00% | +13 | New |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −1,173,980−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −928,923−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −134,376−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −126,600−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −83,621−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −75,600−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −67,209−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −55,872−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −53,430−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −37,894−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −35,811−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −30,684−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −27,391−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −26,772−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −22,902−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,741−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −19,430−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −14,751−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,671−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −13,981−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −12,653−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −12,238−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −12,120−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −11,812−100.0% | Sold out |
| Tiger Eye Capital LLC | 0 | $0 | 0.00% | −10,488−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −10,434−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −10,116−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −9,846−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −8,519−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,467−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −8,344−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,167−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −7,968−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −7,779−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −6,616−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −7,134−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −7,055−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Baron Financial Group, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sciencast Management LP | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |