| SJS Investment Consulting Inc. | 14 | $1.56K | 0.00% | +2+16.7% | Added |
| Cornerstone Planning Group LLC | 12 | $1.49K | 0.00% | +2+20.0% | Added |
| Sachetta, LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $1.23K | 0.00% | +11 | New |
| WealthTrak Capital Management LLC | 10 | $1.12K | 0.00% | +10 | New |
| NVWM, LLC | 10 | $1.12K | 0.00% | +5+100.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $1.00K | 0.00% | −395−97.8% | Reduced |
| Zions Bancorporation, N.A. | 8 | $893 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8 | $893 | 0.00% | +8 | New |
| Bokf, NA | 7 | $797 | 0.00% | +7 | New |
| 1620 Investment Advisors, Inc. | 7 | $763 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $670 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $559 | 0.00% | −4−44.4% | Reduced |
| Chesapeake Asset Management LLC | 5 | $558 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $558 | 0.00% | +5 | New |
| TFC Financial Management | 4 | $447 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $446 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $446 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 3 | $335 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $335 | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $223 | 0.00% | −1−33.3% | Reduced |
| Colonial Trust Co | 2 | $223 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $223 | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $223 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $192 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $112 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $112 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 0 | $1 | 0.00% | −13−100.0% | Reduced |
| Junto Capital Management LP | 0 | $0 | 0.00% | −487,202−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −234,346−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −147,818−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −107,486−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −92,760−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −55,241−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −38,081−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −21,240−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −14,524−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −12,078−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,895−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −7,504−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −3,652−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −3,498−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,705−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,669−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Garrison Asset Management, LLC | – | – | – | – | Not filed |
| Argent Financial Group, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
