| Manchester Capital Management LLC | 107 | $6.50K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $6.07K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 94 | $5.71K | 0.00% | +5+5.6% | Added |
| Versant Capital Management, Inc | 87 | $5.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 86 | $5.22K | 0.00% | −68−44.2% | Reduced |
| Delos Wealth Advisors, LLC | 86 | $5.22K | 0.01% | 00.0% | Unchanged |
| Natixis | 80 | $4.86K | 0.00% | +80 | New |
| FWL Investment Management, LLC | 80 | $4.86K | 0.00% | +80 | New |
| Northwest Investment Counselors, LLC | 78 | $4.74K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 76 | $4.61K | 0.00% | −5−6.2% | Reduced |
| St Germain D J Co Inc | 75 | $4.55K | 0.00% | +75 | New |
| Global Retirement Partners, LLC | 72 | $4.37K | 0.00% | −35−32.7% | Reduced |
| Bessemer Group Inc | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 60 | $3.64K | 0.00% | −208−77.6% | Reduced |
| Gradient Investments LLC | 59 | $3.60K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 51 | $3.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 42 | $3.00K | 0.00% | +30+250.0% | Added |
| Farmers & Merchants Investments Inc | 44 | $2.67K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 38 | $2.31K | 0.00% | +38 | New |
| Schubert & Co | 37 | $2.25K | 0.00% | −11−22.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 35 | $2.13K | 0.00% | +35 | New |
| National Bank of Canada | 32 | $1.94K | 0.00% | −72,300−100.0% | Reduced |
| BerganKDV Wealth Management, LLC | 27 | $1.64K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 27 | $1.64K | 0.00% | +27 | New |
| McElhenny Sheffield Capital Management, LLC | 27 | $1.64K | 0.00% | +27 | New |
| Coppell Advisory Solutions Corp. | 27 | $1.64K | 0.00% | +27 | New |
| Clean Yield Group | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.34K | 0.00% | +8+57.1% | Added |
| Raffa Wealth Management, LLC | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | −5−27.8% | Reduced |
| Tucker Asset Management LLC | 16 | $970 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $850 | 0.00% | +14 | New |
| Accel Wealth Management | 13 | $796 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $789 | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 12 | $729 | 0.00% | +12 | New |
| Sutton Wealth Advisors Inc. | 11 | $668 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $607 | 0.00% | −7−41.2% | Reduced |
| Bell Investment Advisors, Inc | 9 | $546 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 6 | $364 | 0.00% | +6 | New |
| Harbour Investments, Inc. | 2 | $122 | 0.00% | +2 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −318,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −185,117−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −119,940−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −91,139−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −87,681−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −70,170−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −57,806−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −37,783−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −33,700−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −25,883−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,349−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −9,823−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −9,031−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,509−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −7,218−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,627−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,680−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −4,191−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,634−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| PYA Waltman Capital, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| AGF Investments LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Research & Management Co. | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |