| Mount Yale Investment Advisors, LLC | 129 | $235.2K | 0.03% | −32−19.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 126 | $230.0K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 126 | $229.8K | 0.02% | +126 | New |
| Shore Point Advisors, LLC | 125 | $227.9K | 0.17% | +125 | New |
| Beacon Investment Advisory Services, Inc. | 124 | $226.1K | 0.01% | +124 | New |
| Covestor Ltd | 121 | $222.0K | 0.17% | +4+3.4% | Added |
| Zacks Investment Management | 121 | $220.9K | 0.00% | +121 | New |
| Independent Financial Group, LLC | 120 | $218.8K | 0.01% | +120 | New |
| B. Metzler seel. Sohn & Co. AG | 120 | $218.8K | 0.00% | +120 | New |
| Riversedge Advisors, LLC | 119 | $216.5K | 0.06% | +119 | New |
| Procyon Private Wealth Partners, LLC | 116 | $211.4K | 0.02% | +116 | New |
| Creative Financial Designs Inc | 115 | $209.9K | 0.02% | +80+228.6% | Added |
| Advisor Partners II, LLC | 115 | $209.7K | 0.01% | +115 | New |
| Spears Abacus Advisors LLC | 114 | $207.9K | 0.02% | +114 | New |
| Verition Fund Management LLC | 112 | $204.2K | 0.00% | +112 | New |
| RSM US Wealth Management LLC | 112 | $204.2K | 0.01% | +112 | New |
| Acorn Wealth Advisors, LLC | 111 | $202.5K | 0.13% | +111 | New |
| AE Wealth Management LLC | 111 | $202.5K | 0.00% | −44−28.4% | Reduced |
| Herold Advisors, Inc. | 110 | $200.6K | 0.06% | +110 | New |
| Cullen/Frost Bankers, Inc. | 101 | $184.2K | 0.00% | −30−22.9% | Reduced |
| American International Group, Inc. | 100 | $182.4K | 0.00% | −7−6.5% | Reduced |
| Lindbrook Capital, LLC | 90 | $164.1K | 0.02% | +3+3.4% | Added |
| Desjardins Global Asset Management Inc. | 87 | $158.7K | 0.02% | +81+1,350.0% | Added |
| Natixis | 77 | $140.4K | 0.00% | −1,639−95.5% | Reduced |
| Pinnacle Bancorp, Inc. | 75 | $136.8K | 0.05% | +75 | New |
| Point72 Asset Management, L.P. | 74 | $134.9K | 0.00% | −216−74.5% | Reduced |
| Denali Advisors LLC | 70 | $127.6K | 0.04% | −20−22.2% | Reduced |
| Exchange Traded Concepts, LLC | 66 | $120.4K | 0.00% | −10−13.2% | Reduced |
| Steward Financial Group LLC | 57 | $103.0K | 0.03% | +1+1.8% | Added |
| Venturi Wealth Management, LLC | 56 | $102.1K | 0.01% | +56 | New |
| UniSuper Management Pty Ltd | 48 | $87.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 46 | $83.9K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 43 | $78.4K | 0.01% | +43 | New |
| CWM, LLC | 42 | $77.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 40 | $72.9K | 0.02% | +40 | New |
| Arlington Partners LLC | 40 | $72.9K | 0.03% | −6−13.0% | Reduced |
| Arlington Trust Co LLC | 40 | $72.9K | 0.03% | +40 | New |
| Qube Research & Technologies Ltd | 35 | $63.8K | 0.00% | −5,207−99.3% | Reduced |
| Signaturefd, LLC | 26 | $47.4K | 0.00% | +9+52.9% | Added |
| Halpern Financial, Inc. | 25 | $45.6K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 17 | $41.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 22 | $40.1K | 0.07% | 00.0% | Unchanged |
| National Bank of Canada | 22 | $38.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $36.5K | 0.00% | +20 | New |
| Federation des caisses Desjardins du Quebec | 19 | $34.6K | 0.00% | −34−64.2% | Reduced |
| IFP Advisors, Inc | 10 | $18.2K | 0.00% | −2−16.7% | Reduced |
| Anchor Investment Management, LLC | 10 | $18.2K | 0.00% | +10 | New |
| Parallel Advisors, LLC | 9 | $16.4K | 0.00% | +2+28.6% | Added |
| Loomis Sayles & Co L P | 8 | $15.0K | 0.00% | +5+166.7% | Added |
| TD Private Client Wealth LLC | 8 | $14.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $14.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $9.60K | 0.00% | +5 | New |
| Blue Bell Private Wealth Management, LLC | 5 | $9.12K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5 | $9.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $3.65K | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $3.65K | 0.00% | +1+100.0% | Added |
| Quadrant Capital Group LLC | 2 | $3.65K | 0.00% | +2 | New |
| VitalStone Financial, LLC | 1 | $2.00K | 0.00% | −16−94.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $1.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $1.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $1.82K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1 | $1.82K | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,674−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,523−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −1,393−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Mason & Associates Inc | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tiaa, FSB | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Heron Financial Group, LLC | – | – | – | – | Not filed |
