| Parkside Financial Bank & Trust | 153 | $12.3K | 0.00% | −5−3.2% | Reduced |
| Westside Investment Management, Inc. | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 147 | $11.8K | 0.00% | +147 | New |
| PEAK6 Investments LLC | 140 | $11.2K | 0.00% | −3,330−96.0% | Reduced |
| SYSTM Wealth Solutions LLC | 139 | $11.1K | 0.00% | +139 | New |
| Fairfield, Bush & Co. | 100 | $8.02K | 0.00% | +100 | New |
| First United Bank Trust | 100 | $8.02K | 0.00% | +100 | New |
| Central Trust Co | 98 | $7.86K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 95 | $7.62K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 93 | $7.44K | 0.00% | −14−13.1% | Reduced |
| Tradition Wealth Management, LLC | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 86 | $6.89K | 0.00% | −12−12.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 85 | $6.81K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 77 | $6.17K | 0.00% | +77 | New |
| Bruce G. Allen Investments, LLC | 72 | $5.77K | 0.01% | +72 | New |
| Bell Investment Advisors, Inc | 71 | $5.69K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 68 | $5.45K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 66 | $5.21K | 0.00% | −2−2.9% | Reduced |
| Clearstead Advisors, LLC | 64 | $5.13K | 0.00% | +29+82.9% | Added |
| Sachetta, LLC | 62 | $4.97K | 0.00% | +62 | New |
| Glassman Wealth Services | 62 | $4.97K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 61 | $4.89K | 0.00% | +57+1,425.0% | Added |
| ORG Partners LLC | 60 | $4.81K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $4.25K | 0.00% | +53 | New |
| Annapolis Financial Services, LLC | 51 | $4.09K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $3.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $3.37K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 38 | $3.04K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $3.00K | 0.00% | +45 | New |
| Red Tortoise LLC | 34 | $2.73K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $2.73K | 0.00% | +18+112.5% | Added |
| Farmers & Merchants Investments Inc | 29 | $2.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $2.32K | 0.00% | +5+20.8% | Added |
| SJS Investment Consulting Inc. | 24 | $1.93K | 0.00% | −1−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 18 | $1.44K | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 18 | $1.42K | 0.00% | −9−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.20K | 0.00% | +15 | New |
| National Bank of Canada | 14 | $1.10K | 0.00% | −15,399−99.9% | Reduced |
| Cape Investment Advisory, Inc. | 13 | $1.04K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $962 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $962 | 0.00% | +12 | New |
| Semmax Financial Advisors Inc. | 11 | $883 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $802 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $321 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −231,000−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −140,245−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −47,081−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −39,950−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −34,213−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −28,653−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −26,446−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −25,561−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −16,496−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −16,025−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −10,740−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −9,970−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −8,487−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,328−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −8,153−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,896−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,080−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Connacht Asset Management LP | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |