| Stonebridge Capital Advisors LLC | 375 | $14.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 373 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 377 | $14.0K | 0.00% | +77+25.7% | Added |
| Capital Advisors, Ltd. LLC | 388 | $14.0K | 0.00% | +388 | New |
| Tortoise Investment Management, LLC | 350 | $13.0K | 0.00% | +250+250.0% | Added |
| Barrett Asset Management, LLC | 327 | $12.0K | 0.00% | +27+9.0% | Added |
| SkyView Investment Advisors, LLC | 322 | $12.0K | 0.00% | +322 | New |
| Prestige Wealth Management Group LLC | 312 | $11.0K | 0.00% | −10−3.1% | Reduced |
| Professional Financial Advisors, LLC | 301 | $11.0K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 300 | $11.0K | 0.00% | +300 | New |
| Shore Point Advisors, LLC | 301 | $11.0K | 0.01% | +301 | New |
| Cribstone Capital Management, LLC | 263 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 250 | $9.31K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 265 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 251 | $9.00K | 0.00% | +2+0.8% | Added |
| Optiver Holding B.V. | 244 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 230 | $9.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 206 | $8.00K | 0.00% | +3+1.5% | Added |
| Focused Wealth Management, Inc | 206 | $8.00K | 0.00% | +1+0.5% | Added |
| MV Capital Management, Inc. | 213 | $8.00K | 0.00% | +48+29.1% | Added |
| Northern Oak Wealth Management Inc | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 183 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 201 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $7.00K | 0.01% | +200 | New |
| Carroll Investors, Inc | 190 | $7.00K | 0.00% | +190 | New |
| Country Trust Bank | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 150 | $6.00K | 0.00% | +150 | New |
| Westchester Capital Management, Inc. | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 134 | $5.00K | 0.00% | +10+8.1% | Added |
| CVA Family Office, LLC | 140 | $5.00K | 0.00% | +36+34.6% | Added |
| First Bank & Trust | 124 | $5.00K | 0.00% | +124 | New |
| Rinkey Investments | 150 | $5.00K | 0.00% | +150 | New |
| Stephens Consulting, LLC | 130 | $4.84K | 0.00% | +130 | New |
| Creative Financial Designs Inc | 111 | $4.00K | 0.00% | +1+0.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 118 | $4.00K | 0.00% | +51+76.1% | Added |
| Level Financial Advisors, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Maryland Capital Advisors Inc. | 95 | $4.00K | 0.00% | +95 | New |
| Amplius Wealth Advisors, LLC | 111 | $4.00K | 0.00% | +111 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 114 | $4.00K | 0.00% | +114 | New |
| Raffa Wealth Management, LLC | 91 | $3.39K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $3.00K | 0.00% | +90 | New |
| Ford Financial Group, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Kelly Financial Services LLC | 73 | $2.72K | 0.00% | 00.0% | Unchanged |
| American National Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 62 | $2.00K | 0.00% | +62 | New |
| Schubert & Co | 53 | $2.00K | 0.00% | +53 | New |
| C M Bidwell & Associates Ltd | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| TAP Consulting, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Insight Financial Services | 30 | $1.00K | 0.00% | +30 | New |
| Core Alternative Capital | 31 | $1.00K | 0.00% | +31 | New |
| Sierra Capital LLC | 15 | $1.00K | 0.00% | +15 | New |
| KB Financial Partners, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Strengthening Families & Communities, LLC | 35 | $1.00K | 0.00% | +35 | New |
| WestEnd Advisors, LLC | 5 | $186 | 0.00% | – | – |
| Bedel Financial Consulting, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 12 | $0 | 0.00% | +12 | New |
| James Reed Financial Services, Inc. | 25 | $0 | 0.00% | +25 | New |
| Sofos Investments, Inc. | 999 | – | – | +910+1,022.5% | Added |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,616,502−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −531,720−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −325,943−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −134,412−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −84,530−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −82,976−100.0% | Sold out |
| Lorne Steinberg Wealth Management Inc. | 0 | $0 | 0.00% | −78,050−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −68,361−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −64,824−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −61,977−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −57,109−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −26,654−100.0% | Sold out |