| Caldwell Trust Co | 14 | $175 | 0.00% | −12−46.2% | Reduced |
| Rothschild Investment LLC | 14 | $175 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $175 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 13 | $163 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 13 | $163 | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 13 | $162 | 0.00% | −29−69.0% | Reduced |
| Coppell Advisory Solutions LLC | 13 | $162 | 0.00% | +13 | New |
| JJJ Advisors Inc. | 12 | $150 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 11 | $138 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $125 | 0.00% | −97−90.7% | Reduced |
| Piscataqua Savings Bank | 10 | $125 | 0.00% | −18−64.3% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $125 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10 | $125 | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 10 | $125 | 0.00% | +10 | New |
| Richard W. Paul & Associates, LLC | 10 | $120 | 0.00% | +1+11.1% | Added |
| Abound Wealth Management | 8 | $100 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8 | $100 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8 | $100 | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 8 | $100 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 8 | $100 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7 | $88 | 0.00% | −5−41.7% | Reduced |
| Live Oak Investment Partners | – | $88 | 0.00% | – | New |
| Wetzel Investment Advisors, Inc. | 6 | $80 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 6 | $80 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 6 | $76 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 6 | $75 | 0.00% | +6 | New |
| Washington Trust Advisors, Inc. | 5 | $63 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5 | $63 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $63 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $63 | 0.00% | +4 | New |
| Camelot Portfolios, LLC | 5 | $60 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 4 | $52 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $50 | 0.00% | −2−33.3% | Reduced |
| Trust Co | 4 | $50 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $50 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3 | $38 | 0.00% | −17−85.0% | Reduced |
| Washington Trust Co | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3 | $38 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 3 | $38 | 0.00% | +1+50.0% | Added |
| PFS Partners, LLC | 2 | $27 | 0.00% | −9−81.8% | Reduced |
| Assetmark, Inc | 2 | $25 | 0.00% | −49−96.1% | Reduced |
| Baldwin Brothers Inc | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $13 | 0.00% | +1 | New |
| Signature Resources Capital Management, LLC | 1 | $12 | 0.00% | +1 | New |
| Ridgewood Investments LLC | 0 | $5 | 0.00% | 0 | New |
| Hantz Financial Services, Inc. | 24 | $0 | 0.00% | −60−71.4% | Reduced |
| Hall Laurie J Trustee | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 31 | $0 | 0.00% | −1−3.1% | Reduced |
| Benjamin Edwards Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| Coston, McIsaac & Partners | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −585,418−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −220,245−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −132,943−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −50,087−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −49,176−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −33,620−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −31,153−100.0% | Sold out |
| Ironwood Investment Management LLC | 0 | $0 | 0.00% | −22,219−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,751−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −12,670−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,644−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −11,226−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,440−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −3,585−100.0% | Sold out |
| Cacti Asset Management LLC | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −3,229−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,747−100.0% | Sold out |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −17−100.0% | Sold out |