| Rothschild Investment LLC | 54 | $1.21K | 0.00% | +54 | New |
| Nemes Rush Group LLC | 51 | $1.14K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $1.12K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 49 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 49 | $1.10K | 0.00% | +49 | New |
| Advisory Services Network, LLC | 46 | $1.02K | 0.00% | +46 | New |
| Thompson Siegel & Walmsley LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 53 | $1.00K | 0.00% | +53 | New |
| Piscataqua Savings Bank | 40 | $897 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 38 | $861 | 0.00% | +12+46.2% | Added |
| Sound Income Strategies, LLC | 37 | $830 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 37 | $830 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $807 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 31 | $695 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $673 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $673 | 0.00% | +30 | New |
| ClariVest Asset Management LLC | 27 | $606 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 26 | $591 | 0.00% | +26 | New |
| Spire Wealth Management | 31 | $586 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 25 | $561 | 0.00% | +25 | New |
| Broadwater Capital Management LLC | 25 | $561 | 0.00% | +25 | New |
| Whittier Trust Co of Nevada Inc | 24 | $537 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $449 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $449 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 20 | $449 | 0.00% | +20 | New |
| Rockbridge Investment Management, LCC | 19 | $427 | 0.00% | +19 | New |
| Steward Partners Investment Advisory, LLC | 19 | $426 | 0.00% | −25−56.8% | Reduced |
| Ancora Advisors, LLC | 19 | $426 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $404 | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 18 | $404 | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 17 | $381 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $336 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $336 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 321 | $321 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $315 | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 13 | $292 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $269 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $269 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $269 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 12 | $269 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $247 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11 | $247 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 9 | $202 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $202 | 0.00% | +9 | New |
| Oliver Lagore Vanvalin Investment Group | 8 | $179 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 6 | $135 | 0.00% | −3−33.3% | Reduced |
| Northwest Financial Advisors | 6 | $135 | 0.00% | +6 | New |
| Global Retirement Partners, LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $115 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 5 | $112 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $112 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $112 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $112 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $90 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $90 | 0.00% | +4 | New |
| Johnson Financial Group, Inc. | 3 | $68 | 0.00% | +3 | New |
| Caldwell Sutter Capital, Inc. | 3 | $67 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3 | $67 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 13 | $0 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −93,976−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −59,868−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −34,991−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −22,030−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,388−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,787−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −16,013−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −11,298−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −9,917−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7,053−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,636−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Pacific Center for Financial Services | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Horizon Bancorp Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |