| Hanson & Doremus Investment Management | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 147 | $15.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 142 | $15.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 133 | $14.0K | 0.00% | +133 | New |
| Trustcore Financial Services, LLC | 124 | $13.0K | 0.00% | −25−16.8% | Reduced |
| Monolith Advisors | 124 | $13.0K | 0.01% | +124 | New |
| Cordasco Financial Network | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 108 | $11.0K | 0.00% | −967−90.0% | Reduced |
| Bedel Financial Consulting, Inc. | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 104 | $10.0K | 0.00% | +104 | Added |
| Vigilant Capital Management, LLC | 94 | $10.0K | 0.00% | −18−16.1% | Reduced |
| Trust Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 93 | $10.0K | 0.00% | +6+6.9% | Added |
| James Reed Financial Services, Inc. | 101 | $10.0K | 0.01% | +101 | New |
| Tower View Investment Management & Research LLC | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 79 | $8.00K | 0.00% | −2−2.5% | Reduced |
| Wolff Wiese Magana LLC | 79 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 75 | $8.00K | 0.00% | +75 | New |
| Raffa Wealth Management, LLC | 63 | $6.54K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $6.00K | 0.00% | +6+11.1% | Added |
| PrairieView Partners, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $6.00K | 0.00% | +57 | New |
| Mach-1 Financial Group, Inc. | 58 | $6.00K | 0.00% | +58 | New |
| West Paces Advisors Inc. | 54 | $5.61K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 48 | $5.00K | 0.00% | −110−69.6% | Reduced |
| TFC Financial Management | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $5.00K | 0.00% | +50 | New |
| Activest Wealth Management | 51 | $5.00K | 0.00% | +51 | New |
| Bogart Wealth, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $4.00K | 0.00% | +40 | New |
| Amplius Wealth Advisors, LLC | 43 | $4.00K | 0.00% | +43 | New |
| Byrne Asset Management LLC | 40 | $4.00K | 0.00% | +40 | New |
| Karlinski Andrew C | 34 | $4.00K | 0.01% | +34 | New |
| Global Financial Private Client, LLC | 34 | $3.53K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 30 | $3.00K | 0.00% | +10+50.0% | Added |
| First Bank & Trust | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +18+450.0% | Added |
| Tyler-Stone Wealth Management | 16 | $2.00K | 0.00% | +16 | New |
| Retirement Group, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Center for Financial Planning, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Curi Capital | 18 | $1.00K | 0.00% | +18 | New |
| WestEnd Advisors, LLC | 4 | $415 | 0.00% | – | – |
| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $0 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| PointState Capital LP | 0 | $0 | 0.00% | −1,203,862−100.0% | Sold out |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −1,063,773−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −954,986−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −900,446−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −837,606−100.0% | Sold out |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −522,925−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −449,599−100.0% | Sold out |
| Bloom Tree Partners, LLC | 0 | $0 | 0.00% | −322,972−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −270,431−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −191,085−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −171,562−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −160,319−100.0% | Sold out |
| TPI Fund Managers Ltd | 0 | $0 | 0.00% | −144,670−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −128,124−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −126,839−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −107,783−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −102,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −81,799−100.0% | Sold out |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −80,665−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −81,389−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −69,283−100.0% | Sold out |
| Steel Canyon Capital, LLC | 0 | $0 | 0.00% | −69,019−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −64,274−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −49,080−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −47,748−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −47,426−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −44,806−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −40,834−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −40,755−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −39,569−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −30,309−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −28,901−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −27,427−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −24,318−100.0% | Sold out |
| Baker Chad R | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −17,130−100.0% | Sold out |