| Bartlett & Co. LLC | 10 | $13.0K | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 10 | $12.9K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $12.0K | 0.00% | +9 | New |
| Ronald Blue Trust, Inc. | 8 | $12.0K | 0.00% | +8 | New |
| Jones Financial Companies LLLP | 8 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $10.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $10.0K | 0.01% | +3+60.0% | Added |
| TCI Wealth Advisors, Inc. | 8 | $10.0K | 0.00% | +8 | New |
| State of Wyoming | 7 | $9.00K | 0.01% | −2−22.2% | Reduced |
| Earnest Partners LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 7 | $9.00K | 0.00% | +2+40.0% | Added |
| Money Concepts Capital Corp | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $8.00K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 5 | $6.47K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $6.00K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5 | $6.00K | 0.00% | +5 | New |
| Altshuler Shaham Ltd | 4 | $5.00K | 0.00% | +4 | New |
| Strategic Asset Management, LLC | 4 | $5.00K | 0.01% | +4 | New |
| Steward Financial Group LLC | 4 | $5.00K | 0.00% | +4 | New |
| Washington Trust Co | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $3.00K | 0.00% | −1−33.3% | Reduced |
| Zions Bancorporation, N.A. | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $1.29K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $1.00K | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −9,255−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −7,062−100.0% | Sold out |
| Quantum Capital Management, LLC | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −5,736−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,597−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,739−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Somerset Trust Co | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| BT Wealth Management LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Overbrook Management Corp | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |