| Delta Asset Management LLC | 279 | $11.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 269 | $11.0K | 0.00% | +269 | New |
| New England Capital Financial Advisors LLC | 268 | $11.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 268 | $11.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 265 | $10.8K | 0.00% | +265 | New |
| Lansing Street Advisors | 250 | $10.2K | 0.01% | −28−10.1% | Reduced |
| Bangor Savings Bank | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 250 | $10.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 247 | $10.0K | 0.00% | +1+0.4% | Added |
| Steward Financial Group LLC | 267 | $10.0K | 0.00% | +116+76.8% | Added |
| JNBA Financial Advisors | 242 | $9.90K | 0.00% | +75+44.9% | Added |
| Pittenger & Anderson Inc | 225 | $9.21K | 0.00% | +125+125.0% | Added |
| Tacita Capital Inc | 210 | $9.00K | 0.01% | −150−41.7% | Reduced |
| Kozak & Associates, Inc. | 200 | $8.18K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 200 | $8.18K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $8.18K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 196 | $8.00K | 0.01% | +51+35.2% | Added |
| City State Bank | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 211 | $8.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 186 | $7.61K | 0.00% | +186 | New |
| Antonetti Capital Management LLC | 185 | $7.59K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 182 | $7.45K | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 175 | $7.16K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 173 | $7.08K | 0.01% | +173 | New |
| Boyd Watterson Asset Management LLC | 144 | $5.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 142 | $5.81K | 0.00% | +47+49.5% | Added |
| Toth Financial Advisory Corp | 136 | $5.56K | 0.00% | +56+70.0% | Added |
| Lee Financial Co | 130 | $5.32K | 0.00% | −23−15.0% | Reduced |
| Cedar Mountain Advisors, LLC | 126 | $5.16K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 123 | $5.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 120 | $5.00K | 0.00% | −1,066−89.9% | Reduced |
| West Oak Capital, LLC | 120 | $4.91K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 117 | $4.79K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 110 | $4.50K | 0.00% | +110 | New |
| First Financial Corp | 109 | $4.46K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 106 | $4.26K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 103 | $4.21K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 102 | $4.19K | 0.00% | −500−83.1% | Reduced |
| Trifecta Capital Advisors, LLC | 101 | $4.13K | 0.00% | −50,554−99.8% | Reduced |
| Creative Capital Management Investments LLC | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 100 | $4.09K | 0.00% | +100 | New |
| RE Dickinson Investment Advisors, LLC | 102 | $4.00K | 0.00% | +1+1.0% | Added |
| Sofos Investments, Inc. | 41 | $3.97K | 0.17% | +3+7.9% | Added |
| PayPay Securities Corp | 96 | $3.93K | 0.26% | +79+464.7% | Added |
| Beacon Capital Management, LLC | 90 | $3.68K | 0.00% | −20−18.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.56K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 86 | $3.52K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 76 | $3.11K | 0.00% | +76 | New |
| SkyView Investment Advisors, LLC | 69 | $3.00K | 0.00% | +69 | New |
| Plante Moran Financial Advisors, LLC | 73 | $2.99K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 71 | $2.90K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 68 | $2.78K | 0.00% | +68 | New |
| Jackson, Grant Investment Advisers, Inc. | 57 | $2.33K | 0.00% | +57 | New |
| Clearview Wealth Advisors LLC | 52 | $2.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $2.05K | 0.00% | −57−53.3% | Reduced |
| Strategic Investment Solutions, Inc. | 50 | $2.05K | 0.00% | +50 | New |
| Red Tortoise LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 46 | $1.88K | 0.00% | +45+4,500.0% | Added |
| USA Financial Portformulas Corp | 41 | $1.68K | 0.00% | +41 | New |
| JJJ Advisors Inc. | 38 | $1.64K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 34 | $1.39K | 0.00% | −1,200−97.2% | Reduced |
| Stone House Investment Management, LLC | 33 | $1.35K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Grey Fox Wealth Advisors, LLC | 24 | $982 | 0.00% | +24 | New |
| Rise Advisors, LLC | 19 | $758 | 0.00% | +1+5.6% | Added |
| True Wealth Design, LLC | 18 | $737 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 20 | $732 | 0.00% | +20 | New |
| Delos Wealth Advisors, LLC | 16 | $655 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $614 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 15 | $614 | 0.00% | +15 | New |
| Richard W. Paul & Associates, LLC | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 23,114 | $1 | 0.02% | +23,114 | New |
| McClarren Financial Advisors, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| CIBC Private Wealth Group, LLC | 33,803 | – | – | −135−0.4% | Reduced |
| Strengthening Families & Communities, LLC | 23,681 | – | – | +951+4.2% | Added |
| Andesa Financial Management Inc. | 1,283 | – | – | +1,283 | New |
| Quilter Plc | 1,017 | – | – | +1,017 | New |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −714,210−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −640,000−100.0% | Sold out |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | $0 | 0.00% | −592,700−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −585,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −575,179−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −380,941−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −240,594−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −182,500−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −134,102−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −137,188−100.0% | Sold out |
| GeoSphere Capital Management, LLC | 0 | $0 | 0.00% | −137,000−100.0% | Sold out |
| Berry Street Capital Management LLP | 0 | $0 | 0.00% | −87,500−100.0% | Sold out |
