| CWM, LLC | 397 | $46.0K | 0.00% | −41−9.4% | Reduced |
| GAMMA Investing LLC | 393 | $44.6K | 0.01% | +393 | New |
| Montag A & Associates Inc | 300 | $34.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 271 | $32.0K | 0.02% | +80+41.9% | Added |
| Quadrant Capital Group LLC | 277 | $31.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 227 | $26.1K | 0.01% | +227 | New |
| Compass Wealth Management LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 200 | $23.0K | 0.01% | +200 | New |
| Newbridge Financial Services Group, Inc. | 196 | $22.6K | 0.01% | +1+0.5% | Added |
| Huntington National Bank | 189 | $21.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 186 | $21.4K | 0.01% | +186 | New |
| Raleigh Capital Management Inc. | 177 | $20.5K | 0.01% | −85−32.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 175 | $20.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 168 | $19.3K | 0.00% | −15−8.2% | Reduced |
| Principal Securities, Inc. | 165 | $19.0K | 0.00% | +165 | New |
| Sound Income Strategies, LLC | 163 | $18.8K | 0.00% | +2+1.2% | Added |
| Gradient Investments LLC | 160 | $18.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 150 | $17.3K | 0.00% | −30−16.7% | Reduced |
| Loomis Sayles & Co L P | 152 | $17.0K | 0.00% | −122−44.5% | Reduced |
| Group One Trading, L.P. | 145 | $16.7K | 0.00% | −59−28.9% | Reduced |
| Lindbrook Capital, LLC | 132 | $15.2K | 0.00% | −3−2.2% | Reduced |
| Grove Bank & Trust | 125 | $14.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 105 | $12.1K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $11.5K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 100 | $11.5K | 0.01% | +100 | New |
| EverSource Wealth Advisors, LLC | 89 | $10.2K | 0.00% | −11−11.0% | Reduced |
| Massmutual Trust Co FSB | 82 | $9.44K | 0.00% | −4−4.7% | Reduced |
| Glassman Wealth Services | 80 | $9.21K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 70 | $8.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 66 | $7.59K | 0.00% | +66 | New |
| Northwestern Mutual Wealth Management Co | 65 | $7.48K | 0.00% | −6−8.5% | Reduced |
| Cutler Group LP | 67 | $7.00K | 0.00% | +67 | New |
| MCF Advisors LLC | 60 | $6.90K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $6.04K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 52 | $5.98K | 0.00% | −119−69.6% | Reduced |
| Bell Investment Advisors, Inc | 50 | $5.75K | 0.00% | +9+22.0% | Added |
| Sachetta, LLC | 50 | $5.75K | 0.00% | +50 | New |
| Washington Trust Co | 49 | $5.67K | 0.00% | +49 | New |
| Fortitude Family Office, LLC | 49 | $5.64K | 0.00% | +49 | New |
| Private Trust Co NA | 45 | $5.18K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 41 | $4.72K | 0.00% | +41 | New |
| Cetera Trust Company, N.A | 41 | $4.72K | 0.00% | +41 | New |
| Allworth Financial LP | 39 | $4.49K | 0.00% | +13+50.0% | Added |
| Hantz Financial Services, Inc. | 35 | $4.00K | 0.00% | +35 | New |
| Advisory Services Network, LLC | 33 | $3.80K | 0.00% | +33 | New |
| Jones Financial Companies LLLP | 32 | $3.68K | 0.00% | +27+540.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $3.22K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 27 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $3.11K | 0.00% | +27 | New |
| Carolinas Wealth Consulting LLC | 24 | $2.76K | 0.00% | −1−4.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $2.42K | 0.00% | +4+23.5% | Added |
| Copeland Capital Management, LLC | 20 | $2.34K | 0.00% | −34−63.0% | Reduced |
| Farmers & Merchants Investments Inc | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 19 | $2.19K | 0.00% | +19 | New |
| GeoWealth Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Nalls Sherbakoff Group, LLC | 14 | $1.61K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $1.32K | 0.00% | −1−7.7% | Reduced |
| VisionPoint Advisory Group, LLC | 11 | $1.27K | 0.00% | −8−42.1% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | −10−62.5% | Reduced |
| SJS Investment Consulting Inc. | 8 | $921 | 0.00% | +2+33.3% | Added |
| AdvisorNet Financial, Inc | 8 | $920 | 0.00% | +2+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $811 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 6 | $691 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $690 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $576 | 0.00% | +5 | New |
| Horizon Investments, LLC | 3 | $345 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $116 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −55,400−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −46,521−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −21,989−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −21,291−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −17,136−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,633−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −7,624−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,494−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,214−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
