| Old Second National Bank of Aurora | 100 | $20.1K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $20.1K | 0.01% | +100 | New |
| TFC Financial Management | 97 | $19.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 96 | $19.3K | 0.01% | +96 | New |
| MCF Advisors LLC | 92 | $18.4K | 0.00% | +1+1.1% | Added |
| Financial Management Professionals, Inc. | 83 | $17.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 82 | $16.5K | 0.01% | +82 | New |
| Hoey Investments, Inc | 81 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $16.1K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 77 | $15.5K | 0.00% | +12+18.5% | Added |
| Washington Trust Co | 70 | $14.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $13.9K | 0.00% | +3+4.5% | Added |
| Princeton Global Asset Management LLC | 68 | $13.7K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 65 | $13.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 65 | $13.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 62 | $12.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 61 | $12.3K | 0.00% | +2+3.4% | Added |
| Caldwell Trust Co | 60 | $12.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 60 | $12.0K | 0.00% | +38+172.7% | Added |
| Newbridge Financial Services Group, Inc. | 51 | $10.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $10.1K | 0.00% | +20+66.7% | Added |
| Capital Advisors, Ltd. LLC | 51 | $10.0K | 0.00% | −1−1.9% | Reduced |
| Headinvest, LLC | 50 | $9.98K | 0.00% | +50 | New |
| RFP Financial Group LLC | 48 | $9.65K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 46 | $9.25K | 0.00% | −6,392−99.3% | Reduced |
| LWM Advisory Services, LLC | 45 | $9.05K | 0.01% | +45 | New |
| CoreFirst Bank & Trust | 45 | $9.05K | 0.01% | +45 | New |
| Steward Financial Group LLC | 46 | $9.00K | 0.00% | +46 | New |
| Kelly Financial Services LLC | 43 | $8.66K | 0.00% | +29+207.1% | Added |
| IMA Wealth, Inc. | 43 | $8.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $8.06K | 0.00% | +25+166.7% | Added |
| GW&K Investment Management, LLC | 39 | $8.00K | 0.00% | +1+2.6% | Added |
| JFS Wealth Advisors, LLC | 39 | $7.84K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $7.56K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 35 | $7.05K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $7.04K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 34 | $6.84K | 0.00% | +2+6.3% | Added |
| Operose Advisors LLC | 34 | $6.84K | 0.00% | +34 | New |
| Tyler-Stone Wealth Management | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $5.44K | 0.00% | −7−20.6% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $5.23K | 0.00% | +26 | New |
| Toth Financial Advisory Corp | 25 | $5.03K | 0.00% | +25 | New |
| Coston, McIsaac & Partners | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 22 | $4.42K | 0.00% | +9+69.2% | Added |
| Baldwin Brothers Inc | 20 | $4.02K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 20 | $4.02K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $4.02K | 0.00% | +2+11.1% | Added |
| Arlington Trust Co LLC | 20 | $4.02K | 0.00% | +20 | New |
| Rocky Mountain Advisers, LLC | 17 | $3.42K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 14 | $2.81K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 14 | $2.81K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14 | $2.81K | 0.00% | −1,631−99.1% | Reduced |
| Armstrong Advisory Group, Inc | 13 | $2.61K | 0.00% | +13 | New |
| Authentikos Wealth Advisory, LLC | 13 | $2.61K | 0.00% | +13 | New |
| Aspire Private Capital, LLC | 13 | $2.61K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.41K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 11 | $2.21K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $2.01K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| Asset Dedication, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $1.81K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $1.61K | 0.00% | −9−52.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $1.61K | 0.00% | +8 | New |
| Gradient Investments LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $820 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $804 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $604 | 0.00% | −3,220−99.9% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 3 | $603 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $406 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $402 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $201 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | −241−100.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Quilter Plc | 258 | – | – | 00.0% | Unchanged |
| Gates Capital Management, Inc. | 0 | $0 | 0.00% | −543,729−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −195,374−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −107,809−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −89,500−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −80,997−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −65,754−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −59,200−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −42,132−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −40,028−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −35,459−100.0% | Sold out |
| Endurant Capital Management LP | 0 | $0 | 0.00% | −32,569−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −21,382−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −18,088−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −13,685−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −13,098−100.0% | Sold out |
