| Antonetti Capital Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| Field & Main Bank | 20 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Hoese & Co LLP | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 7 | $0 | 0.00% | −10−58.8% | Reduced |
| Curi Capital | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 42 | $0 | 0.00% | +23+121.1% | Added |
| Brewin Dolphin Ltd | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $0 | 0.00% | +14 | New |
| Old Second National Bank of Aurora | 5 | $0 | 0.00% | +5 | New |
| Smithfield Trust Co | 50 | $0 | 0.00% | +50 | New |
| Hantz Financial Services, Inc. | 21 | $0 | 0.00% | +21 | New |
| Blue Bell Private Wealth Management, LLC | 33 | $0 | 0.00% | +33 | New |
| Capital Directions Investment Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 10 | $0 | 0.00% | +10 | New |
| Baystate Wealth Management LLC | 3 | $0 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | +10 | New |
| Stonebridge Capital Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Ellevest, Inc. | 2 | $0 | 0.00% | +2 | New |
| Horan Securities, Inc. | 7 | $0 | 0.00% | +7 | New |
| Mascoma Wealth Management LLC | 24 | $0 | 0.00% | +24 | New |
| Fieldpoint Private Securities, LLC | 6 | $0 | 0.00% | +6 | New |
| Insight Financial Services | 15 | $0 | 0.00% | +15 | New |
| Professional Financial Advisors, LLC | 26 | $0 | 0.00% | +26 | New |
| Future Financial Wealth Managment LLC | 20 | $0 | 0.00% | +20 | New |
| Heritage Wealth Management, LLC | 30 | $0 | 0.00% | +30 | New |
| SOA Wealth Advisors, LLC. | 25 | $0 | 0.00% | +25 | New |
| TCWP LLC | 5 | $0 | 0.00% | +5 | New |
| Gould Capital, LLC | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 8 | $0 | 0.00% | +8 | New |
| IFP Advisors, Inc | 1,002 | – | – | +733+272.5% | Added |
| Silver Point Capital L.P. | 0 | $0 | 0.00% | −723,000−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −182,138−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −170,821−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −119,375−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −96,000−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −96,055−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −87,564−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Western Standard LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −43,125−100.0% | Sold out |
| KCS Wealth Advisory | 0 | $0 | 0.00% | −38,781−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −33,100−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −31,818−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −30,265−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −29,958−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −27,904−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −26,377−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −20,955−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −19,590−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −18,759−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −18,698−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −18,626−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −20,914−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −13,385−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −12,779−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −12,552−100.0% | Sold out |
| Madison Wealth Management | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,748−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −11,585−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −10,298−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −10,272−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,685−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −9,734−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −3,915−100.0% | Sold out |
| Spirit of America Management Corp | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Seeyond | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| William Allan, LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| New Century Advisors, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Main Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| DB Wealth Management Group, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −271−100.0% | Sold out |