| Amalgamated Bank | 5,470 | $226.0K | 0.00% | −128−2.3% | Reduced |
| Brinker Capital Investments, LLC | 5,388 | $222.7K | 0.00% | −2,090−27.9% | Reduced |
| Creative Planning | 5,325 | $220.1K | 0.00% | +5,325 | New |
| State Board of Administration of Florida Retirement System | 5,315 | $219.7K | 0.00% | +5,315 | New |
| Arizona State Retirement System | 5,223 | $215.9K | 0.00% | −412−7.3% | Reduced |
| Dutch Asset Corp | 5,196 | $215.0K | 0.17% | +5,196 | New |
| Police & Firemen's Retirement System of New Jersey | 5,165 | $213.5K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,939 | $211.1K | 0.00% | −870−15.0% | Reduced |
| Retirement Planning Group, LLC | 5,038 | $210.2K | 0.14% | +5,038 | New |
| Janney Montgomery Scott LLC | 5,038 | $208.0K | 0.00% | +5,038 | New |
| Weiss Asset Management LP | 5,019 | $207.4K | 0.00% | +5,019 | New |
| BNP Paribas Arbitrage, SA | 4,819 | $199.2K | 0.00% | −156−3.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,740 | $196.0K | 0.00% | −676−12.5% | Reduced |
| State of Tennessee, Treasury Department | 4,357 | $189.1K | 0.00% | −7,444−63.1% | Reduced |
| Graney & King, LLC | 4,405 | $182.1K | 0.11% | +36+0.8% | Added |
| Oregon Public Employees Retirement Fund | 4,174 | $172.5K | 0.00% | −100−2.3% | Reduced |
| KLP Kapitalforvaltning AS | 4,060 | $169.1K | 0.00% | +500+14.0% | Added |
| Comerica Bank | 4,007 | $165.6K | 0.00% | −1,168−22.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,716 | $155.0K | 0.00% | +3,716 | New |
| Royal Bank of Canada | 3,157 | $131.0K | 0.00% | +1,590+101.5% | Added |
| GAMMA Investing LLC | 2,577 | $106.5K | 0.01% | +264+11.4% | Added |
| Public Employees Retirement Association of Colorado | 2,565 | $106.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,304 | $95.2K | 0.00% | +603+35.4% | Added |
| Ameritas Investment Partners, Inc. | 1,555 | $64.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,445 | $60.0K | 0.00% | +573+65.7% | Added |
| Aquatic Capital Management LLC | 1,398 | $57.8K | 0.00% | +1,398 | New |
| Rockefeller Capital Management L.P. | 1,261 | $52.1K | 0.00% | +9+0.7% | Added |
| Kestra Advisory Services, LLC | 1,113 | $46.0K | 0.00% | +1,113 | New |
| Sterling Capital Management LLC | 1,083 | $44.8K | 0.00% | −201−15.7% | Reduced |
| Versant Capital Management, Inc | 942 | $38.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 890 | $36.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 800 | $33.1K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 712 | $32.8K | 0.01% | +712 | New |
| EverSource Wealth Advisors, LLC | 771 | $31.9K | 0.00% | −19−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 547 | $22.8K | 0.00% | +36+7.0% | Added |
| Fifth Third Bancorp | 514 | $21.2K | 0.00% | −3−0.6% | Reduced |
| Allworth Financial LP | 501 | $20.7K | 0.00% | +461+1,152.5% | Added |
| Community Bank, N.A. | 500 | $20.7K | 0.00% | +500 | New |
| Massmutual Trust Co FSB | 446 | $18.4K | 0.00% | −64−12.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 406 | $16.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 370 | $15.3K | 0.00% | −60,259−99.4% | Reduced |
| Bessemer Group Inc | 336 | $14.0K | 0.00% | +27+8.7% | Added |
| Signaturefd, LLC | 329 | $13.6K | 0.00% | +323+5,383.3% | Added |
| Jones Financial Companies LLLP | 310 | $12.8K | 0.00% | +3+1.0% | Added |
| FNY Investment Advisers, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 260 | $10.8K | 0.00% | +217+504.7% | Added |
| Essential Partners LLC | 261 | $10.8K | 0.00% | +22+9.2% | Added |
| Meeder Asset Management Inc | 255 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 242 | $10.0K | 0.00% | +25+11.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 172 | $7.11K | 0.00% | +172 | New |
| Quadrant Capital Group LLC | 170 | $7.03K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 174 | $7.00K | 0.00% | −3−1.7% | Reduced |
| Larson Financial Group LLC | 155 | $6.41K | 0.00% | +22+16.5% | Added |
| Godfrey Financial Associates, Inc. | 1,367 | $5.76K | 0.00% | +1,367 | New |
| Los Angeles Capital Management LLC | 153 | $5.76K | 0.00% | +153 | New |
| Parkside Financial Bank & Trust | 112 | $4.63K | 0.00% | +82+273.3% | Added |
| Brown Brothers Harriman & Co | 97 | $4.01K | 0.00% | +97 | New |
| Costello Asset Management, INC | 78 | $3.22K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $2.85K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 66 | $2.73K | 0.00% | +21+46.7% | Added |
| Optiver Holding B.V. | 54 | $2.23K | 0.00% | −46−46.0% | Reduced |
| True Wealth Design, LLC | 54 | $2.23K | 0.00% | +2+3.8% | Added |
| IFP Advisors, Inc | 39 | $1.61K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $1.57K | 0.00% | −3,652−99.0% | Reduced |
| Cedar Mountain Advisors, LLC | 33 | $1.36K | 0.00% | −15−31.3% | Reduced |
| Ankerstar Wealth, LLC | 29 | $1.21K | 0.00% | +29 | New |
| Sunbelt Securities, Inc. | 19 | $785 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 19 | $785 | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 13 | $537 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $496 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $348 | 0.00% | +8 | New |
| Flagship Harbor Advisors, LLC | 7 | $289 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 6 | $248 | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $207 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4 | $165 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 3 | $124 | 0.00% | −2−40.0% | Reduced |
| American Capital Advisory, LLC | 1 | $42 | 0.00% | +1 | New |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −77,162−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,173−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,240−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,590−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |
