| Brewin Dolphin Ltd | 60 | $2.02K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 45 | $2.00K | 0.00% | −44−49.4% | Reduced |
| Bartlett & Co. LLC | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 87 | $2.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $2.00K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 56 | $2.00K | 0.00% | +56 | New |
| Archer Investment Corp | 34 | $1.14K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 40 | $1.00K | 0.00% | −200−83.3% | Reduced |
| Aspire Private Capital, LLC | 27 | $1.00K | 0.00% | −140−83.8% | Reduced |
| Assetmark, Inc | 42 | $1.00K | 0.00% | −46−52.3% | Reduced |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 24 | $1.00K | 0.00% | +7+41.2% | Added |
| Ellevest, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 25 | $1.00K | 0.00% | +23+1,150.0% | Added |
| Fieldpoint Private Securities, LLC | 30 | $1.00K | 0.00% | +23+328.6% | Added |
| Pacitti Group Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.00K | 0.00% | +33 | New |
| Barrett Asset Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Gerber Kawasaki Wealth & Investment Management | 41 | $1.00K | 0.00% | +41 | New |
| Red Tortoise LLC | 33 | $1.00K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 11 | $370 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $100 | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 9 | $0 | 0.00% | +9 | New |
| Meridian Wealth Partners, LLC | 12 | $0 | 0.00% | +12 | New |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 4 | – | – | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −609,352−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −117,600−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −106,320−100.0% | Sold out |
| Palmer Knight Co | 0 | $0 | 0.00% | −98,113−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −84,915−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −55,394−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −55,021−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −45,924−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −41,960−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −31,461−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −25,569−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −23,657−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −20,662−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −20,281−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −17,921−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −12,507−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −11,808−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,070−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,475−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,014−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,918−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,396−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,119−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −3,744−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,537−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Hikari Tsushin, Inc. | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |