| Parkside Financial Bank & Trust | 547 | $38.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 500 | $34.8K | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 483 | $33.6K | 0.00% | −69−12.5% | Reduced |
| Rakuten Securities, Inc. | 439 | $30.6K | 0.01% | −1,363−75.6% | Reduced |
| Harbour Investments, Inc. | 407 | $28.3K | 0.00% | +101+33.0% | Added |
| Transamerica Financial Advisors, Inc. | 386 | $26.9K | 0.00% | +360+1,384.6% | Added |
| Activest Wealth Management | 385 | $26.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 334 | $23.3K | 0.00% | +103+44.6% | Added |
| V-Square Quantitative Management LLC | 305 | $21.2K | 0.00% | +305 | New |
| Covestor Ltd | 296 | $21.0K | 0.01% | −23−7.2% | Reduced |
| Miller Capital Partners, Inc. | 265 | $18.4K | 0.01% | +265 | New |
| Quarry LP | 254 | $17.7K | 0.00% | +254 | New |
| Atlantic Union Bankshares Corp | 241 | $16.8K | 0.00% | +236+4,720.0% | Added |
| Spire Wealth Management | 233 | $16.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 220 | $14.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 205 | $14.3K | 0.00% | +60+41.4% | Added |
| Massmutual Trust Co FSB | 196 | $13.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 189 | $13.2K | 0.00% | +175+1,250.0% | Added |
| SJS Investment Consulting Inc. | 177 | $12.3K | 0.00% | +40+29.2% | Added |
| Bogart Wealth, LLC | 163 | $11.3K | 0.00% | +140+608.7% | Added |
| Truvestments Capital LLC | 154 | $10.7K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 150 | $10.4K | 0.00% | +150 | New |
| Stone House Investment Management, LLC | 125 | $8.70K | 0.00% | +125 | New |
| Hilton Head Capital Partners, LLC | 125 | $8.70K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 123 | $8.56K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 109 | $7.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 105 | $7.31K | 0.00% | +20+23.5% | Added |
| Bell Investment Advisors, Inc | 101 | $7.03K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 93 | $6.47K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 92 | $6.41K | 0.00% | +92 | New |
| Versant Capital Management, Inc | 89 | $6.20K | 0.00% | −51−36.4% | Reduced |
| Rossby Financial, LCC | 89 | $6.20K | 0.00% | +51+134.2% | Added |
| Mascoma Wealth Management LLC | 88 | $6.13K | 0.00% | +88 | New |
| Pinnacle Wealth Planning Services, Inc. | 62 | $4.32K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 59 | $4.11K | 0.00% | +23+63.9% | Added |
| Zions Bancorporation, National Association | 55 | $3.83K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 54 | $3.76K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 72 | $3.71K | 0.00% | −3−4.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 52 | $3.62K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $3.48K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 46 | $3.20K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 44 | $3.06K | 0.00% | +11+33.3% | Added |
| Toth Financial Advisory Corp | 40 | $2.79K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $2.79K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 40 | $2.79K | 0.00% | +40 | New |
| Golden State Wealth Management, LLC | 36 | $2.51K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 33 | $2.30K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 27 | $1.88K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22 | $1.53K | 0.00% | +22 | New |
| Northwestern Mutual Wealth Management Co | 21 | $1.46K | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 20 | $1.39K | 0.00% | +3+17.6% | Added |
| Cromwell Holdings LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $1.25K | 0.00% | +18 | New |
| Avion Wealth | 24 | $1.00K | 0.00% | +7+41.2% | Added |
| Raffa Wealth Management, LLC | 14 | $975 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 13 | $906 | 0.00% | −1−7.1% | Reduced |
| South State Corp. | 11 | $766 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 15 | $748 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $697 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $627 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $348 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $348 | 0.00% | +5 | New |
| Manning & Napier Advisors LLC | 5 | $332 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $279 | 0.00% | +4 | New |
| Buck Wealth Strategies, LLC | 4 | $278 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 3 | $209 | 0.00% | −5−62.5% | Reduced |
| Manchester Capital Management LLC | 3 | $209 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $209 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $139 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $139 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $139 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $70 | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −399,444−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −208,569−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −181,531−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −169,993−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −133,800−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −123,900−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −95,099−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −51,418−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,132−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −37,128−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −28,521−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −28,167−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −28,127−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,987−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −22,355−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −21,847−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,082−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −16,645−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −15,503−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −12,630−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,703−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,699−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,975−100.0% | Sold out |
