| CWM, LLC | 1,549 | $35.0K | 0.00% | +554+55.7% | Added |
| Denali Advisors LLC | 1,150 | $26.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 1,137 | $25.4K | 0.00% | +103+10.0% | Added |
| Huntington National Bank | 1,084 | $24.0K | 0.00% | +741+216.0% | Added |
| Quent Capital, LLC | 1,025 | $23.0K | 0.00% | −309−23.2% | Reduced |
| Front Row Advisors LLC | 1,040 | $23.0K | 0.01% | +24+2.4% | Added |
| North Star Investment Management Corp. | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 876 | $20.0K | 0.00% | +876 | New |
| Leonteq Securities AG | 810 | $18.1K | 0.00% | −315−28.0% | Reduced |
| Winch Advisory Services, LLC | 806 | $18.0K | 0.01% | +3+0.4% | Added |
| Macroview Investment Management LLC | 605 | $14.0K | 0.02% | +127+26.6% | Added |
| TD Waterhouse Canada Inc. | 584 | $13.7K | 0.00% | +290+98.6% | Added |
| American International Group, Inc. | 565 | $13.0K | 0.00% | +23+4.2% | Added |
| The PNC Financial Services Group, Inc. | 613 | $13.0K | 0.00% | +229+59.6% | Added |
| Bramshill Investments, LLC | 452 | $12.0K | 0.00% | +452 | New |
| Private Capital Group, LLC | 465 | $10.0K | 0.01% | +63+15.7% | Added |
| Larson Financial Group LLC | 416 | $9.00K | 0.00% | +2+0.5% | Added |
| Lee Financial Co | 344 | $7.00K | 0.00% | +9+2.7% | Added |
| Covestor Ltd | 324 | $7.00K | 0.01% | +7+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 337 | $7.00K | 0.00% | +50+17.4% | Added |
| Ronald Blue Trust, Inc. | 234 | $6.00K | 0.00% | +234 | New |
| Bell Investment Advisors, Inc | 277 | $6.00K | 0.00% | +277 | New |
| TD Private Client Wealth LLC | 225 | $5.04K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 251 | $5.00K | 0.00% | −795−76.0% | Reduced |
| Princeton Global Asset Management LLC | 228 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 241 | $5.00K | 0.00% | +241 | New |
| American Portfolios Advisors | 139 | $3.11K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 144 | $3.00K | 0.00% | −640−81.6% | Reduced |
| Lindbrook Capital, LLC | 145 | $3.00K | 0.00% | −77−34.7% | Reduced |
| Hexagon Capital Partners LLC | 125 | $3.00K | 0.00% | +125 | New |
| Morton Brown Family Wealth, LLC | 113 | $3.00K | 0.00% | +113 | New |
| Coston, McIsaac & Partners | 145 | $3.00K | 0.00% | +145 | New |
| TCI Wealth Advisors, Inc. | 81 | $2.00K | 0.00% | −269−76.9% | Reduced |
| Parkside Financial Bank & Trust | 105 | $2.00K | 0.00% | −110−51.2% | Reduced |
| Loomis Sayles & Co L P | 108 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $2.00K | 0.00% | +83 | New |
| Meeder Asset Management Inc | 27 | $1.00K | 0.00% | −122−81.9% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $1.00K | 0.00% | −23−30.3% | Reduced |
| Glassman Wealth Services | 39 | $1.00K | 0.00% | −38−49.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 32 | $1.00K | 0.00% | +2+6.7% | Added |
| Allworth Financial LP | 43 | $1.00K | 0.00% | +21+95.5% | Added |
| First Horizon Advisors, Inc. | 65 | $1.00K | 0.00% | +36+124.1% | Added |
| Schubert & Co | 50 | $1.00K | 0.00% | +28+127.3% | Added |
| Jones Financial Companies LLLP | 24 | $1.00K | 0.00% | +24 | New |
| Plante Moran Financial Advisors, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Pacer Advisors, Inc. | 62 | $1.00K | 0.00% | +62 | New |
| Urban Wealth Management, LLC | 49 | $1.00K | 0.00% | +49 | New |
| Steward Financial Group LLC | 76 | $1.00K | 0.00% | +76 | New |
| Raffa Wealth Management, LLC | 40 | $895 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $0 | 0.00% | −3−13.6% | Reduced |
| MCF Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 16 | $0 | 0.00% | +16 | New |
| Standard Family Office LLC | 20 | $0 | 0.00% | +20 | New |
| Dark Forest Capital Management LP | 14 | $0 | 0.00% | +14 | New |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −174,004−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −97,480−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −85,982−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −73,800−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −74,272−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −40,890−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −36,333−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −35,859−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −26,636−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −25,529−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −24,684−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −23,365−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,972−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,793−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −11,056−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −8,941−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −8,790−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −8,064−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −8,045−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −7,943−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |
