| Parkside Financial Bank & Trust | 172 | $25.2K | 0.00% | −104−37.7% | Reduced |
| GWM Advisors LLC | 157 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 156 | $23.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 157 | $23.0K | 0.00% | +32+25.6% | Added |
| SRS Capital Advisors, Inc. | 130 | $21.7K | 0.00% | +68+109.7% | Added |
| Bell Investment Advisors, Inc | 146 | $21.4K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 140 | $20.5K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 122 | $17.9K | 0.00% | −133−52.2% | Reduced |
| Pittenger & Anderson Inc | 120 | $17.6K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 110 | $16.1K | 0.01% | +110 | New |
| Smartleaf Asset Management LLC | 109 | $15.8K | 0.00% | −176−61.8% | Reduced |
| Armstrong Advisory Group, Inc | 101 | $14.8K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 93 | $13.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $13.3K | 0.01% | −11−10.8% | Reduced |
| Capital Advisors, Ltd. LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 91 | $13.0K | 0.00% | +22+31.9% | Added |
| Bullock Wealth Management Group | 85 | $11.7K | 0.01% | +85 | New |
| Rothschild Investment LLC | 70 | $10.2K | 0.00% | +5+7.7% | Added |
| ORG Partners LLC | 65 | $8.95K | 0.00% | +53+441.7% | Added |
| JFS Wealth Advisors, LLC | 56 | $8.20K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 50 | $7.32K | 0.00% | +50 | New |
| Legacy Wealth Managment, LLC | 49 | $7.17K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 49 | $7.17K | 0.00% | +49 | New |
| Cullen/Frost Bankers, Inc. | 46 | $6.75K | 0.00% | −156−77.2% | Reduced |
| Massmutual Trust Co FSB | 44 | $6.44K | 0.00% | +6+15.8% | Added |
| Bruce G. Allen Investments, LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $5.86K | 0.00% | +40 | New |
| Riggs Asset Managment Co. Inc. | 36 | $5.27K | 0.00% | +29+414.3% | Added |
| HighMark Wealth Management LLC | 31 | $4.54K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $4.39K | 0.00% | −30−50.0% | Reduced |
| Fortitude Family Office, LLC | 28 | $4.10K | 0.00% | +9+47.4% | Added |
| First Pacific Financial | 27 | $3.95K | 0.00% | 00.0% | Unchanged |
| Trust Co | 27 | $3.95K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $2.64K | 0.00% | −1−5.3% | Reduced |
| Zions Bancorporation, National Association | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $2.34K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 16 | $2.34K | 0.00% | +3+23.1% | Added |
| Cromwell Holdings LLC | 15 | $2.20K | 0.00% | +9+150.0% | Added |
| Harbour Investments, Inc. | 12 | $1.76K | 0.00% | −33−73.3% | Reduced |
| South State Corp. | 12 | $1.76K | 0.00% | −4−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.65K | 0.00% | +8+200.0% | Added |
| True Wealth Design, LLC | 10 | $1.46K | 0.00% | +6+150.0% | Added |
| Kilter Group LLC | 9 | $1.32K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $1.17K | 0.00% | −13−61.9% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.02K | 0.00% | −105−93.8% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $878 | 0.00% | −1−14.3% | Reduced |
| Kestra Investment Management, LLC | 5 | $743 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $732 | 0.00% | −200−97.6% | Reduced |
| HFM Investment Advisors, LLC | 5 | $732 | 0.00% | +3+150.0% | Added |
| Tortoise Investment Management, LLC | 5 | $732 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $732 | 0.00% | +5 | New |
| Murphy & Mullick Capital Management Corp | 5 | $693 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 4 | $586 | 0.00% | +2+100.0% | Added |
| Fifth Third Bancorp | 4 | $586 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $586 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $585 | 0.00% | +1+33.3% | Added |
| Rialto Wealth Management, LLC | 3 | $440 | 0.00% | −1−25.0% | Reduced |
| UMA Financial Services, Inc. | 3 | $440 | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 3 | $440 | 0.00% | +3 | New |
| Pacer Advisors, Inc. | 3 | $439 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $439 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $293 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $281 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $262 | 0.00% | +2 | New |
| High Note Wealth, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −230,315−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −48,600−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −43,623−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −27,602−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,493−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −18,760−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −16,491−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,812−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,083−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −13,894−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −13,425−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,082−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −9,633−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −7,533−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −6,895−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −5,354−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,157−100.0% | Sold out |
| Stegent Equity Advisors, Inc. | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
