| Charter Oak Capital Management, LLC | 51 | $34.0K | 0.00% | +17+50.0% | Added |
| Tradition Wealth Management, LLC | 50 | $33.0K | 0.00% | −1−2.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 49 | $33.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 46 | $31.0K | 0.03% | −13−22.0% | Reduced |
| Fortis Advisors, LLC | 44 | $29.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $28.1K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 42 | $28.0K | 0.02% | +20+90.9% | Added |
| Raffa Wealth Management, LLC | 38 | $25.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $25.0K | 0.01% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 36 | $24.0K | 0.00% | −82−69.5% | Reduced |
| Ogorek Anthony Joseph | 37 | $24.0K | 0.01% | +15+68.2% | Added |
| Covestor Ltd | 33 | $22.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 33 | $22.0K | 0.00% | +6+22.2% | Added |
| Baron Financial Group, LLC | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 28 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 28 | $19.0K | 0.00% | +28 | New |
| Carmichael Hill & Associates, Inc. | 27 | $18.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 26 | $17.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 26 | $17.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $15.0K | 0.00% | −2−8.0% | Reduced |
| Tortoise Investment Management, LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 23 | $15.0K | 0.00% | +23 | New |
| Atticus Wealth Management, LLC | 22 | $15.0K | 0.01% | +22 | New |
| Bellwether Advisors, LLC | 22 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 21 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $13.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $13.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $13.0K | 0.00% | +20 | New |
| Vienna Asset Management LLC | 20 | $13.0K | 0.02% | +20 | New |
| RWM Asset Management, LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $11.0K | 0.00% | +16 | New |
| Beaird Harris Wealth Management, LLC | 17 | $11.0K | 0.00% | +17 | New |
| United Community Bank | 15 | $10.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $10.0K | 0.00% | −2−11.8% | Reduced |
| Ulland Investment Advisors, LLC | 15 | $10.0K | 0.01% | +15 | New |
| Howe & Rusling Inc | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Albion Financial Group | 10 | $7.00K | 0.00% | −10−50.0% | Reduced |
| Gradient Investments LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $7.00K | 0.00% | +2+25.0% | Added |
| Pacifica Partners Inc. | 10 | $7.00K | 0.00% | +10 | New |
| Kelly Financial Services LLC | 10 | $6.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $6.00K | 0.00% | +9 | New |
| First Bank & Trust | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Bedel Financial Consulting, Inc. | 8 | $5.00K | 0.00% | +8 | New |
| Credential Qtrade Securities Inc. | 7 | $4.67K | 0.00% | −2−22.2% | Reduced |
| PFG Private Wealth Management, LLC | 6 | $4.00K | 0.00% | −119−95.2% | Reduced |
| Centerpoint Advisors, LLC | 6 | $4.00K | 0.00% | +1+20.0% | Added |
| PEAK6 Investments LLC | 6 | $4.00K | 0.00% | +6 | New |
| Country Trust Bank | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 5 | $3.00K | 0.00% | +5 | New |
| Advanced Research Investment Solutions, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Brewin Dolphin Wealth Management Ltd | 5 | $3.00K | 0.00% | +5 | New |
| Financial Enhancement Group LLC | 3 | $2.00K | 0.00% | +3 | New |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Private Ocean, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Kistler-Tiffany Companies, LLC | 1 | $1.00K | 0.00% | +1 | New |
| First Command Bank | 1 | $1.00K | 0.00% | +1 | New |
| First Command Financial Services, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $1.00K | 0.00% | +1 | New |
| O'Dell Group, LLC | 2 | $1.00K | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 82,823 | $0 | 0.00% | +82,823 | New |
| Woodline Partners LP | 0 | $0 | 0.00% | −149,400−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −148,100−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −56,021−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −21,694−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −13,770−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −13,466−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,390−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,997−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,497−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,084−100.0% | Sold out |
| Harvard Management Co Inc | 0 | $0 | 0.00% | −9,034−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −8,068−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |