| Bradley & Co. Private Wealth Management, LLC | 111 | $20.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 115 | $20.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 109 | $19.8K | 0.00% | +4+3.8% | Added |
| Bank of New Hampshire | 104 | $18.9K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 104 | $18.9K | 0.00% | +49+89.1% | Added |
| Delos Wealth Advisors, LLC | 103 | $18.7K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 100 | $18.7K | 0.02% | −63−38.7% | Reduced |
| Providence Capital Advisors, LLC | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 100 | $18.2K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 100 | $18.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 101 | $18.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 97 | $17.7K | 0.01% | −1,948−95.3% | Reduced |
| Broadwater Capital Management LLC | 95 | $17.3K | 0.01% | −130−57.8% | Reduced |
| Partnership Wealth Management, LLC | 88 | $16.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 85 | $15.5K | 0.00% | −40−32.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 80 | $15.4K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $15.4K | 0.00% | −117−58.2% | Reduced |
| IAG Wealth Partners, LLC | 78 | $14.2K | 0.00% | −14−15.2% | Reduced |
| Coston, McIsaac & Partners | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 74 | $13.5K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 73 | $13.3K | 0.00% | +6+9.0% | Added |
| Bare Financial Services, Inc | 65 | $12.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 67 | $12.2K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 66 | $12.1K | 0.01% | −10−13.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 66 | $12.0K | 0.00% | −36−35.3% | Reduced |
| Liberty One Investment Management, LLC | 68 | $12.0K | 0.00% | −2−2.9% | Reduced |
| Aviso Financial Inc. | 60 | $10.9K | 0.00% | +60 | New |
| REAP Financial Group, LLC | 60 | $10.9K | 0.00% | −16−21.1% | Reduced |
| Fairway Wealth LLC | 60 | $10.9K | 0.01% | +60 | New |
| Union Savings Bank | 60 | $10.9K | 0.01% | −26−30.2% | Reduced |
| Cornerstone Planning Group LLC | 65 | $10.9K | 0.00% | +29+80.6% | Added |
| Anfield Capital Management, LLC | 59 | $10.7K | 0.01% | +43+268.8% | Added |
| Orion Capital Management LLC | 58 | $10.6K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 57 | $10.0K | 0.00% | −72−55.8% | Reduced |
| Legend Financial Advisors, Inc. | 54 | $9.83K | 0.01% | −11−16.9% | Reduced |
| TD Capital Management LLC | 50 | $9.10K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $9.10K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $9.10K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 50 | $9.10K | 0.00% | +50 | New |
| AlphaMark Advisors, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Halpern Financial, Inc. | 48 | $8.74K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 45 | $8.19K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 45 | $8.19K | 0.00% | +13+40.6% | Added |
| Main Street Group, LTD | 43 | $8.03K | 0.00% | −14−24.6% | Reduced |
| Provenance Wealth Advisors, LLC | 43 | $7.83K | 0.00% | +43 | New |
| Pittenger & Anderson Inc | 40 | $7.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 40 | $7.28K | 0.02% | +40 | New |
| Planning Capital Management Corp | 39 | $7.10K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 36 | $6.55K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 35 | $6.37K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 34 | $6.19K | 0.00% | −25−42.4% | Reduced |
| Valued Wealth Advisors LLC | 33 | $6.01K | 0.00% | −8−19.5% | Reduced |
| Mascoma Wealth Management LLC | 33 | $6.01K | 0.00% | +33 | New |
| Park Place Capital Corp | 32 | $5.82K | 0.00% | −42−56.8% | Reduced |
| AM Squared Ltd | 32 | $5.82K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 30 | $5.46K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 25 | $4.55K | 0.00% | +25 | New |
| Wunderlich Capital Managemnt | 25 | $4.55K | 0.00% | −7,775−99.7% | Reduced |
| Semmax Financial Advisors Inc. | 25 | $4.22K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 22 | $4.00K | 0.00% | +22 | New |
| Bollard Group LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 21 | $3.82K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 19 | $3.67K | 0.00% | +19 | New |
| Redmont Wealth Advisors LLC | 20 | $3.64K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 19 | $3.46K | 0.00% | −2,081−99.1% | Reduced |
| NVWM, LLC | 16 | $2.91K | 0.00% | +12+300.0% | Added |
| DecisionPoint Financial, LLC | 15 | $2.86K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 14 | $2.55K | 0.00% | −32−69.6% | Reduced |
| PayPay Securities Corp | 14 | $2.55K | 0.21% | −2−12.5% | Reduced |
| Global Trust Asset Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $913 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2 | $364 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $364 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $182 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 182 | $6 | 0.00% | +182 | New |
| Strategic Financial Concepts, LLC | 22,612 | – | – | +22,612 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,347,586−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −688,024−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −442,240−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −345,653−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −235,000−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −222,639−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Oakmont Corp | 0 | $0 | 0.00% | −164,628−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −163,840−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −157,850−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −147,711−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −135,523−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −118,553−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −92,496−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −91,703−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −77,817−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −67,081−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −66,817−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −49,274−100.0% | Sold out |
