| Steward Financial Group LLC | 79 | $10.0K | 0.00% | −7−8.1% | Reduced |
| Peoples Financial Services Corp. | 75 | $9.83K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 73 | $9.57K | 0.00% | −8−9.9% | Reduced |
| Harbor Investment Advisory, LLC | 70 | $9.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $9.17K | 0.00% | +2+2.9% | Added |
| New Millennium Group LLC | 69 | $9.04K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 67 | $8.78K | 0.00% | −30−30.9% | Reduced |
| Archer Investment Corp | 64 | $8.39K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 63 | $8.26K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 60 | $7.86K | 0.00% | +60 | New |
| Chesapeake Asset Management LLC | 56 | $7.46K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $7.34K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 55 | $7.21K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 55 | $7.21K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 55 | $7.21K | 0.00% | +55 | New |
| Live Oak Investment Partners | – | $7.14K | 0.01% | – | – |
| GW&K Investment Management, LLC | 52 | $7.00K | 0.00% | −2−3.7% | Reduced |
| PFS Partners, LLC | 53 | $6.97K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 50 | $6.55K | 0.00% | +50 | New |
| PSI Advisors, LLC | 47 | $6.19K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 46 | $6.00K | 0.00% | −52−53.1% | Reduced |
| Valley National Advisers Inc | 48 | $6.00K | 0.00% | +2+4.3% | Added |
| Johnson Midwest Financial, LLC | 43 | $5.68K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $5.24K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $5.24K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $4.98K | 0.00% | −24−38.7% | Reduced |
| Provence Wealth Management Group | 33 | $4.33K | 0.00% | +33 | New |
| Investors Research Corp | 31 | $4.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 31 | $4.06K | 0.00% | +1+3.3% | Added |
| Indiana Trust & Investment Management CO | 30 | $3.93K | 0.00% | +30 | New |
| DHJJ Financial Advisors, Ltd. | 30 | $3.93K | 0.00% | +30 | New |
| Westside Investment Management, Inc. | 26 | $3.41K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $3.41K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $3.28K | 0.00% | −400−94.1% | Reduced |
| VisionPoint Advisory Group, LLC | 25 | $3.28K | 0.00% | +25 | New |
| Cape Investment Advisory, Inc. | 24 | $3.18K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $2.66K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 19 | $2.49K | 0.00% | −4,903−99.6% | Reduced |
| JNBA Financial Advisors | 16 | $2.10K | 0.00% | +16 | New |
| Harvest Fund Management Co., Ltd | 14 | $2.00K | 0.00% | −5−26.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 15 | $1.97K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 13 | $1.70K | 0.00% | −4−23.5% | Reduced |
| Cornerstone Planning Group LLC | 13 | $1.70K | 0.00% | +7+116.7% | Added |
| Prestige Wealth Management Group LLC | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $1.05K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $917 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $524 | 0.00% | −17−81.0% | Reduced |
| Highline Wealth Partners LLC | 4 | $524 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $524 | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $394 | 0.00% | +1+50.0% | Added |
| Manchester Capital Management LLC | 2 | $263 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 2 | $262 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $262 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $106 | 0.00% | −158−99.4% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Parsifal Capital Management, LP | 0 | $0 | 0.00% | −593,627−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −565,000−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −235,405−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −186,050−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −142,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −59,900−100.0% | Sold out |
| Tikehau Investment Management | 0 | $0 | 0.00% | −46,444−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −44,884−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −38,001−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −36,750−100.0% | Sold out |
| Brandywine Managers, LLC | 0 | $0 | 0.00% | −35,725−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −31,547−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −26,659−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −20,283−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −18,916−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −18,415−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −16,619−100.0% | Sold out |
| HT Partners LLC | 0 | $0 | 0.00% | −15,971−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −13,921−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −12,702−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −11,708−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −10,556−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −10,544−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −10,174−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,433−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,599−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −8,549−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −8,217−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −7,906−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −7,545−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,681−100.0% | Sold out |