| TD Private Client Wealth LLC | 319 | $7.54K | 0.00% | −31−8.9% | Reduced |
| Gradient Investments LLC | 301 | $7.11K | 0.00% | +200+198.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 300 | $7.09K | 0.00% | +290+2,900.0% | Added |
| Piscataqua Savings Bank | 300 | $7.09K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 336 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 285 | $6.74K | 0.01% | +285 | New |
| Jones Financial Companies LLLP | 283 | $6.69K | 0.00% | +283 | New |
| Carolina Wealth Advisors, LLC | 238 | $5.62K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 227 | $5.36K | 0.00% | +150+194.8% | Added |
| Tyler-Stone Wealth Management | 220 | $5.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 206 | $4.87K | 0.00% | +185+881.0% | Added |
| IFP Advisors, Inc | 202 | $4.77K | 0.00% | −249−55.2% | Reduced |
| Manchester Capital Management LLC | 184 | $4.35K | 0.00% | +184 | New |
| Central Trust Co | 178 | $4.21K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 181 | $4.00K | 0.00% | −153−45.8% | Reduced |
| Blume Capital Management, Inc. | 160 | $3.78K | 0.00% | +25+18.5% | Added |
| Raleigh Capital Management Inc. | 157 | $3.71K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 155 | $3.66K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 155 | $3.66K | 0.00% | +155 | New |
| NBT Bank N A | 150 | $3.54K | 0.00% | +150 | New |
| First Manhattan Co | 131 | $3.10K | 0.00% | −500−79.2% | Reduced |
| Colonial Trust Advisors | 130 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 130 | $3.00K | 0.00% | +5+4.0% | Added |
| Coppell Advisory Solutions LLC | 125 | $2.95K | 0.00% | +125 | New |
| Creative Financial Designs Inc | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $2.36K | 0.00% | +100 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $2.36K | 0.00% | +100 | New |
| McClarren Financial Advisors, Inc. | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.00K | 0.00% | +100 | New |
| Sachetta, LLC | 80 | $1.89K | 0.00% | +80 | New |
| Hexagon Capital Partners LLC | 75 | $1.77K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 75 | $1.77K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $1.77K | 0.00% | −1−1.3% | Reduced |
| Smartleaf Asset Management LLC | 69 | $1.69K | 0.00% | +69 | New |
| PSI Advisors, LLC | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 75 | $1.37K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $1.18K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 47 | $1.11K | 0.00% | +4+9.3% | Added |
| HighMark Wealth Management LLC | 45 | $1.06K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 60 | $1.00K | 0.00% | +60 | New |
| LM Advisors LLC | 39 | $922 | 0.00% | +39 | New |
| Voisard Asset Management Group, Inc. | 35 | $828 | 0.00% | +35 | New |
| Caldwell Sutter Capital, Inc. | 29 | $685 | 0.00% | +29 | New |
| Private Wealth Management Group, LLC | 25 | $591 | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 24 | $568 | 0.00% | −170−87.6% | Reduced |
| Adirondack Trust Co | 25 | $440 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $426 | 0.00% | −61−77.2% | Reduced |
| TFC Financial Management | 14 | $331 | 0.00% | −200−93.5% | Reduced |
| Farther Finance Advisors, LLC | 14 | $331 | 0.00% | +9+180.0% | Added |
| Fortitude Family Office, LLC | 13 | $307 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 12 | $284 | 0.00% | −38−76.0% | Reduced |
| Wolff Wiese Magana LLC | 12 | $284 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 12 | $284 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 11 | $260 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 11 | $260 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $236 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $236 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $213 | 0.00% | +8+800.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $166 | 0.00% | +7 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $148 | 0.00% | −1,095−99.5% | Reduced |
| SJS Investment Consulting Inc. | 6 | $142 | 0.00% | +2+50.0% | Added |
| RFP Financial Group LLC | 2 | $47 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $20 | 0.00% | +1 | New |
| Bartlett & Co. LLC | 6 | $0 | 0.00% | −1,095−99.5% | Reduced |
| Ogorek Anthony Joseph | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −31,090−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −549,334−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −546,337−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −292,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −261,072−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −226,122−100.0% | Sold out |
| Nine27 Capital Management, LP | 0 | $0 | 0.00% | −220,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −108,855−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −88,995−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −87,288−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −86,031−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −77,352−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −76,384−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −58,495−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −57,976−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −56,100−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −58,388−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,752−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −48,157−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |