| GWM Advisors LLC | 482 | $93.4K | 0.00% | +69+16.7% | Added |
| Acadian Asset Management LLC | 459 | $88.0K | 0.00% | −5,946−92.8% | Reduced |
| Hilltop National Bank | 432 | $83.6K | 0.03% | +432 | New |
| Catalyst Funds Management Pty Ltd | 400 | $77.4K | 0.02% | +400 | New |
| Fifth Third Bancorp | 330 | $63.9K | 0.00% | −6−1.8% | Reduced |
| CWM, LLC | 306 | $59.0K | 0.00% | +103+50.7% | Added |
| CoreCap Advisors, LLC | 254 | $49.2K | 0.00% | +254 | New |
| Raleigh Capital Management Inc. | 249 | $48.3K | 0.02% | +216+654.5% | Added |
| Ci Investments Inc. | 236 | $46.0K | 0.00% | +45+23.6% | Added |
| Clarity Asset Management, Inc. | 219 | $42.4K | 0.03% | −29−11.7% | Reduced |
| Lindbrook Capital, LLC | 210 | $40.7K | 0.00% | +19+9.9% | Added |
| First Horizon Advisors, Inc. | 210 | $40.7K | 0.00% | +47+28.8% | Added |
| Cullen/Frost Bankers, Inc. | 200 | $38.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $38.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 192 | $37.2K | 0.00% | +192 | New |
| Quadrant Capital Group LLC | 191 | $37.0K | 0.00% | +8+4.4% | Added |
| Exchange Traded Concepts, LLC | 189 | $36.6K | 0.00% | +33+21.2% | Added |
| Principal Securities, Inc. | 167 | $32.3K | 0.00% | +72+75.8% | Added |
| Contravisory Investment Management, Inc. | 149 | $28.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 128 | $24.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 126 | $24.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 113 | $21.9K | 0.01% | +113 | New |
| Signaturefd, LLC | 110 | $21.3K | 0.00% | +12+12.2% | Added |
| Rise Advisors, LLC | 109 | $21.2K | 0.01% | +109 | New |
| Nomura Asset Management Co Ltd | 100 | $19.4K | 0.00% | +100 | New |
| Quent Capital, LLC | 94 | $18.2K | 0.00% | +15+19.0% | Added |
| SJS Investment Consulting Inc. | 86 | $16.6K | 0.00% | +83+2,766.7% | Added |
| GAMMA Investing LLC | 82 | $15.9K | 0.00% | +30+57.7% | Added |
| Covestor Ltd | 75 | $15.0K | 0.01% | +1+1.4% | Added |
| SYSTM Wealth Solutions LLC | 73 | $14.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 70 | $13.6K | 0.00% | +19+37.3% | Added |
| Massmutual Trust Co FSB | 67 | $13.0K | 0.00% | −11−14.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 67 | $13.0K | 0.00% | +7+11.7% | Added |
| Harbour Investments, Inc. | 66 | $12.8K | 0.00% | +66 | New |
| Creekmur Asset Management LLC | 60 | $11.6K | 0.00% | +60 | New |
| GW&K Investment Management, LLC | 59 | $11.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 51 | $9.87K | 0.00% | +51 | New |
| LGT Financial Advisors LLC | 47 | $9.10K | 0.01% | 00.0% | Unchanged |
| Natixis | 47 | $9.10K | 0.00% | +9+23.7% | Added |
| TSFG, LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 46 | $8.90K | 0.00% | +13+39.4% | Added |
| Steward Partners Investment Advisory, LLC | 45 | $8.71K | 0.00% | +45 | New |
| Clearstead Advisors, LLC | 44 | $8.32K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 41 | $8.00K | 0.01% | +41 | New |
| EverSource Wealth Advisors, LLC | 38 | $6.86K | 0.00% | +33+660.0% | Added |
| Whittier Trust Co of Nevada Inc | 33 | $6.39K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $5.73K | 0.00% | +9+42.9% | Added |
| TD Private Client Wealth LLC | 26 | $5.03K | 0.00% | +26 | New |
| Solstein Capital, LLC | 24 | $4.65K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 21 | $4.06K | 0.00% | +18+600.0% | Added |
| Gilliland Jeter Wealth Management LLC | 20 | $3.87K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 15 | $2.90K | 0.00% | +4+36.4% | Added |
| Albion Financial Group | 14 | $2.71K | 0.00% | +8+133.3% | Added |
| Bell Investment Advisors, Inc | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $1.94K | 0.00% | −54−84.4% | Reduced |
| Parkside Financial Bank & Trust | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 9 | $1.74K | 0.00% | +1+12.5% | Added |
| Sanctuary Wealth Management, L.L.C. | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $1.16K | 0.00% | +6 | New |
| Benjamin Edwards Inc | 4 | $1.00K | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $968 | 0.00% | +2+66.7% | Added |
| Huntington National Bank | 1 | $194 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $194 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −969,311−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −110,404−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −57,838−100.0% | Sold out |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −9,140−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −8,527−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,286−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,748−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,384−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| Bridgecreek Investment Management, LLC | – | – | – | – | Not filed |
