| Shell Asset Management Co | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 30 | $6.00K | 0.00% | +30 | New |
| WFA of San Diego, LLC | 28 | $5.83K | 0.00% | +28 | New |
| Interactive Financial Advisors | 27 | $5.62K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 27 | $5.62K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 26 | $5.46K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 26 | $5.41K | 0.00% | +26 | New |
| Newbridge Financial Services Group, Inc. | 25 | $5.21K | 0.00% | +25 | New |
| McElhenny Sheffield Capital Management, LLC | 25 | $5.21K | 0.00% | +25 | New |
| Red Tortoise LLC | 24 | $5.00K | 0.00% | +24 | New |
| CVA Family Office, LLC | 23 | $4.79K | 0.00% | −75−76.5% | Reduced |
| BDO Wealth Advisors, LLC | 22 | $4.58K | 0.00% | −25−53.2% | Reduced |
| Manchester Capital Management LLC | 21 | $4.37K | 0.00% | +11+110.0% | Added |
| Peoples Financial Services Corp. | 20 | $4.16K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 19 | $4.05K | 0.00% | −34−64.2% | Reduced |
| Lazard Asset Management LLC | 23 | $4.00K | 0.00% | +4+21.1% | Added |
| Tradewinds Capital Management, LLC | 19 | $3.96K | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 19 | $3.96K | 0.00% | +19 | New |
| Delos Wealth Advisors, LLC | 18 | $3.75K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $3.45K | 0.00% | +18 | New |
| Abound Wealth Management | 15 | $3.12K | 0.00% | −30−66.7% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $3.12K | 0.00% | −7−31.8% | Reduced |
| West Paces Advisors Inc. | 15 | $3.12K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 15 | $3.00K | 0.00% | +15 | New |
| DT Investment Partners, LLC | 13 | $2.71K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 13 | $2.71K | 0.00% | +13 | New |
| Aspire Private Capital, LLC | 13 | $2.60K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $2.50K | 0.00% | −15−55.6% | Reduced |
| Hexagon Capital Partners LLC | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| St Germain D J Co Inc | 8,308 | $1.73K | 0.00% | −10−0.1% | Reduced |
| Tfo-TDC, LLC | 32 | $1.71K | 0.00% | +32 | New |
| Longfellow Investment Management Co LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $1.46K | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 6 | $1.25K | 0.00% | −5−45.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 5 | $1.08K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 4 | $833 | 0.00% | +4 | New |
| Lee Financial Co | 3 | $625 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $625 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3 | $625 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 2 | $416 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1 | $220 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1 | $208 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 18 | $0 | 0.00% | +18 | New |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −137,945−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −133,985−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −112,447−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −96,676−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −67,446−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −66,808−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −40,425−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −37,157−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −27,204−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −15,016−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −15,014−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,915−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,858−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −8,316−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −7,889−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,560−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −7,014−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −6,462−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,553−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −4,473−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −4,112−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,253−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,421−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| First Long Island Investors, LLC | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| Smith & Howard Wealth Management, LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −1,199−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Clifford Swan Investment Counsel LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |