| NBC Securities, Inc. | 36 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $6.98K | 0.00% | +9+36.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 32 | $6.57K | 0.00% | −1−3.0% | Reduced |
| Front Row Advisors LLC | 32 | $6.57K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 32 | $6.57K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $6.16K | 0.00% | −3−9.1% | Reduced |
| Penserra Capital Management LLC | 33 | $6.00K | 0.00% | −3−8.3% | Reduced |
| Hanson & Doremus Investment Management | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $5.96K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 29 | $5.95K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 29 | $5.95K | 0.00% | +29 | New |
| First Pacific Financial | 28 | $5.76K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 28 | $5.75K | 0.00% | −6−17.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 28 | $5.75K | 0.00% | 00.0% | Unchanged |
| City State Bank | 28 | $5.75K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 27 | $5.54K | 0.00% | +27 | New |
| Cherry Tree Wealth Management, LLC | 26 | $5.34K | 0.00% | 00.0% | Unchanged |
| Tobam | 23 | $5.00K | 0.00% | −35−60.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 24 | $4.93K | 0.00% | −86−78.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 20 | $4.11K | 0.00% | +2+11.1% | Added |
| Cloud Capital Management, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Rialto Wealth Management, LLC | 17 | $3.49K | 0.00% | +2+13.3% | Added |
| Wealth Preservation Advisors, LLC | 16 | $3.28K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 16 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $3.28K | 0.00% | +1+6.7% | Added |
| S&T Bank | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 15 | $3.08K | 0.00% | +15 | New |
| Cedar Mountain Advisors, LLC | 15 | $3.08K | 0.00% | +15 | New |
| City Holding Co | 15 | $3.08K | 0.00% | +15 | New |
| North Capital, Inc. | 13 | $2.67K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $2.46K | 0.00% | −2−14.3% | Reduced |
| First Command Advisory Services, Inc. | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 11 | $2.27K | 0.00% | +11 | New |
| Aspect Partners, LLC | 11 | $2.26K | 0.00% | −1−8.3% | Reduced |
| Retirement Wealth Solutions LLC | 11 | $2.26K | 0.00% | +11 | New |
| Guerra Advisors Inc | 10 | $2.05K | 0.00% | +10 | New |
| Bangor Savings Bank | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 8 | $1.64K | 0.00% | −100−92.6% | Reduced |
| Core Alternative Capital | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.44K | 0.00% | −2−22.2% | Reduced |
| Quaker Wealth Management, LLC | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.11K | 0.00% | −22−78.6% | Reduced |
| Lavaca Capital LLC | 5 | $1.03K | 0.00% | −2,439−99.8% | Reduced |
| Dogwood Wealth Management LLC | 5 | $1.03K | 0.00% | −28−84.8% | Reduced |
| West Branch Capital LLC | 4 | $822 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $822 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $822 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $822 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $822 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $821 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $815 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $767 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 3 | $632 | 0.00% | −123−97.6% | Reduced |
| American Capital Advisory, LLC | 3 | $616 | 0.00% | −4−57.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 3 | $616 | 0.00% | +3 | New |
| Loomis Sayles & Co L P | 0 | $2 | 0.00% | 0 | Unchanged |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −1,403,342−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −291,901−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −126,700−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −91,025−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −65,368−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −61,803−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −35,147−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −32,031−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −29,203−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −26,958−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −26,127−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −22,176−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −20,616−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,723−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −19,391−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −15,087−100.0% | Sold out |
| Parr McKnight Wealth Management Group, LLC | 0 | $0 | 0.00% | −13,696−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −13,344−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −16,308−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,275−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −9,423−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −9,224−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −8,785−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −8,296−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −7,886−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −6,732−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −6,450−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,371−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −5,605−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −5,415−100.0% | Sold out |