| Old Second National Bank of Aurora | 42 | $3.56K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Trust Co | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 40 | $3.40K | 0.00% | +40 | New |
| Union Savings Bank | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 39 | $3.31K | 0.00% | +39 | New |
| Conquis Financial LLC | 38 | $3.23K | 0.00% | +38 | New |
| St Germain D J Co Inc | 37 | $3.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $3.06K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 42 | $3.00K | 0.01% | −58−58.0% | Reduced |
| AlphaMark Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 33 | $2.80K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33 | $2.80K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 31 | $2.63K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 29 | $2.46K | 0.00% | +29 | New |
| Stonebridge Financial Group, LLC | 29 | $2.46K | 0.00% | +29 | New |
| Standard Family Office LLC | 27 | $2.29K | 0.00% | −36−57.1% | Reduced |
| Harbor Investment Advisory, LLC | 27 | $2.29K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 26 | $2.21K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 26 | $2.21K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 26 | $2.21K | 0.00% | +26 | New |
| Coastline Trust Co | 25 | $2.12K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 24 | $2.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $1.87K | 0.00% | +3+15.8% | Added |
| Center for Financial Planning, Inc. | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $1.70K | 0.00% | +20 | New |
| Reyes Financial Architecture, Inc. | 20 | $1.70K | 0.00% | +20 | New |
| Piscataqua Savings Bank | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 20 | $1.70K | 0.00% | +20 | New |
| Mascoma Wealth Management LLC | 19 | $1.61K | 0.00% | +19 | New |
| Ameriflex Group, Inc. | 17 | $1.57K | 0.00% | +17 | New |
| Kimelman & Baird, LLC | 18 | $1.53K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 18 | $1.50K | 0.00% | +18 | New |
| Human Investing LLC | 17 | $1.44K | 0.00% | +17 | New |
| Quent Capital, LLC | 17 | $1.44K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $1.27K | 0.00% | +15 | New |
| Brown, Lisle/Cummings, Inc. | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 13 | $1.10K | 0.00% | +13 | New |
| New Millennium Group LLC | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 23 | $1.00K | 0.00% | −38−62.3% | Reduced |
| Strengthening Families & Communities, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 11 | $940 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $934 | 0.00% | −11−50.0% | Reduced |
| JDM Financial Group LLC | 10 | $849 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 9 | $764 | 0.00% | +9 | New |
| Synergy Investment Management, LLC | 8 | $679 | 0.00% | +8 | New |
| Hallmark Capital Management Inc | 7 | $594 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 7 | $594 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $510 | 0.00% | −5−45.5% | Reduced |
| Abound Wealth Management | 6 | $510 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $424 | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 4 | $340 | 0.00% | +4 | New |
| Ridgewood Investments LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1 | $85 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $85 | 0.00% | +1 | New |
| Forsta Ap-Fonden | 39,746 | $0 | 0.00% | −33,773−45.9% | Reduced |
| Hemington Wealth Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 11 | $0 | 0.00% | +11 | New |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −177,982−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −125,067−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −109,253−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −87,400−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −70,740−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −70,789−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −48,628−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −14,081−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −12,865−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −10,893−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −9,352−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −9,176−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −9,153−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −7,671−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,219−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −41,846−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Mosaic Financial Group, LLC | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |