| Stonebridge Capital Advisors LLC | 27 | $3.97K | 0.00% | +27 | New |
| TCI Wealth Advisors, Inc. | 25 | $3.68K | 0.00% | −4−13.8% | Reduced |
| Norway Savings Bank | 25 | $3.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $3.53K | 0.00% | −230−90.6% | Reduced |
| Concord Wealth Partners | 23 | $3.38K | 0.00% | +23 | New |
| Gradient Investments LLC | 22 | $3.23K | 0.00% | −157−87.7% | Reduced |
| Schubert & Co | 22 | $3.23K | 0.00% | −1−4.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.23K | 0.00% | +14+175.0% | Added |
| Ellevest, Inc. | 21 | $3.09K | 0.00% | −29−58.0% | Reduced |
| American State Bank (Iowa) | 21 | $3.09K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 21 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $3.09K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $3.00K | 0.03% | −30−60.0% | Reduced |
| Bangor Savings Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 21 | $3.00K | 0.00% | +21 | New |
| MinichMacGregor Wealth Management, LLC | 20 | $2.94K | 0.00% | +20 | New |
| HHM Wealth Advisors, LLC | 19 | $2.79K | 0.00% | +6+46.2% | Added |
| Column Capital Advisors, LLC | 18 | $2.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $2.55K | 0.00% | −14−45.2% | Reduced |
| SJS Investment Consulting Inc. | 16 | $2.35K | 0.00% | +7+77.8% | Added |
| Sugarloaf Wealth Management, LLC | 14 | $2.06K | 0.00% | +14 | New |
| Dividend Assets Capital, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 13 | $1.91K | 0.00% | +13 | New |
| Beaird Harris Wealth Management, LLC | 12 | $1.76K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 11 | $1.62K | 0.00% | +9+450.0% | Added |
| Private Ocean, LLC | 11 | $1.62K | 0.00% | +11 | New |
| Zullo Investment Group, Inc. | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $1.32K | 0.00% | −40−81.6% | Reduced |
| Raffa Wealth Management, LLC | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $1.18K | 0.00% | −2−20.0% | Reduced |
| Sound Income Strategies, LLC | 7 | $1.03K | 0.00% | +7 | New |
| Benjamin Edwards Inc | 6 | $1.00K | 0.00% | −1,410−99.6% | Reduced |
| American National Bank | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Steward Financial Group LLC | 13 | $1.00K | 0.00% | +13 | New |
| Focused Wealth Management, Inc | 6 | $913 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5 | $760 | 0.00% | +5 | New |
| Rise Advisors, LLC | 5 | $748 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $735 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 5 | $735 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 4 | $588 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 3 | $441 | 0.00% | −34−91.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $441 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $441 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $297 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 2 | $294 | 0.00% | +2 | New |
| Leonteq Securities AG | 1 | $147 | 0.00% | −3,574−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 147 | $54 | 0.00% | +147 | New |
| Capital Advisors, Ltd. LLC | 212 | $0 | 0.00% | +201+1,827.3% | Added |
| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −86,977−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −83,362−100.0% | Sold out |
| Suncoast Equity Management | 0 | $0 | 0.00% | −80,090−100.0% | Sold out |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −56,530−100.0% | Sold out |
| Perpetual Investment Management Ltd | 0 | $0 | 0.00% | −54,521−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −53,931−100.0% | Sold out |
| Claar Advisors LLC | 0 | $0 | 0.00% | −43,350−100.0% | Sold out |
| Grand Jean Capital Management Inc | 0 | $0 | 0.00% | −35,488−100.0% | Sold out |
| Lionstone Capital Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −33,328−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −34,637−100.0% | Sold out |
| Townsend Asset Management Corp | 0 | $0 | 0.00% | −34,423−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −34,356−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −28,843−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −25,046−100.0% | Sold out |
| Eagle Capital Management, LLC | 0 | $0 | 0.00% | −19,890−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,046−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −15,997−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −15,728−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −14,439−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,116−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −8,096−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −7,541−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −7,398−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −6,619−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −6,387−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,172−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −6,057−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,746−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,231−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,009−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |