| Rise Advisors, LLC | 15 | $3.93K | 0.00% | +15 | New |
| Longfellow Investment Management Co LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Schubert & Co | 13 | $3.00K | 0.00% | +13 | New |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | −2−25.0% | Reduced |
| Crescent Capital Consulting, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $2.00K | 0.00% | +9 | New |
| Sierra Capital LLC | 6 | $2.00K | 0.00% | +6 | New |
| Andrew Hill Investment Advisors, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| Stonebridge Capital Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 5 | $1.00K | 0.00% | +5 | New |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $260 | 0.00% | – | – |
| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | −8,086−100.0% | Reduced |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| Washington Trust Co | 0 | $0 | 0.00% | −137,569−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −75,621−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −60,105−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −57,329−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −39,351−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −22,243−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −11,501−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −6,532−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −5,357−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −3,991−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Highland Private Wealth Management | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,209−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Newfound Research LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
