| Carolinas Wealth Consulting LLC | 117 | $4.15K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 111 | $3.94K | 0.00% | +1+0.9% | Added |
| Laurel Wealth Advisors LLC | 111 | $3.94K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 107 | $3.80K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 104 | $3.69K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 104 | $3.69K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 102 | $3.62K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $3.55K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 99 | $3.52K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 86 | $3.05K | 0.00% | +46+115.0% | Added |
| HBC Financial Services, PLLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 81 | $2.88K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 80 | $2.85K | 0.00% | +1+1.3% | Added |
| Global Trust Asset Management, LLC | 80 | $2.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $2.73K | 0.00% | −34−30.6% | Reduced |
| Providence Capital Advisors, LLC | 77 | $2.73K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 77 | $2.73K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 77 | $2.73K | 0.00% | +1+1.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 73 | $2.59K | 0.00% | +73 | New |
| PayPay Securities Corp | 71 | $2.52K | 0.15% | −31−30.4% | Reduced |
| Fiduciary Alliance LLC | 70 | $2.49K | 0.00% | +70 | New |
| Mark Sheptoff Financial Planning, LLC | 69 | $2.45K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 69 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 62 | $2.20K | 0.00% | +1+1.6% | Added |
| Roble, Belko & Company, Inc | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $2.00K | 0.00% | +26+55.3% | Added |
| SkyView Investment Advisors, LLC | 55 | $2.00K | 0.00% | +48+685.7% | Added |
| VitalStone Financial, LLC | 59 | $2.00K | 0.00% | +59 | New |
| SOA Wealth Advisors, LLC. | 56 | $1.98K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $1.81K | 0.00% | +2+4.1% | Added |
| Iron Horse Wealth Management, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 49 | $1.76K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 48 | $1.70K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 48 | $1.70K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 46 | $1.63K | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 44 | $1.56K | 0.00% | +1+2.3% | Added |
| Richard W. Paul & Associates, LLC | 43 | $1.53K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 41 | $1.42K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 36 | $1.27K | 0.00% | +10+38.5% | Added |
| Motco | 34 | $1.21K | 0.00% | +34 | New |
| M&R Capital Management Inc | 33 | $1.17K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 32 | $1.14K | 0.00% | +32 | New |
| Horizon Bancorp Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 50 | $1.00K | 0.00% | +1+2.0% | Added |
| Sofos Investments, Inc. | 43 | $985 | 0.00% | +36+514.3% | Added |
| 25 LLC | 24 | $856 | 0.00% | +14+140.0% | Added |
| Stone House Investment Management, LLC | 23 | $832 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 22 | $781 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $722 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $710 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $675 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 18 | $639 | 0.00% | −8−30.8% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $604 | 0.00% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 17 | $604 | 0.00% | +17 | New |
| Financial Perspectives, Inc | 15 | $533 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $355 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $355 | 0.00% | +10 | New |
| Cypress Capital Management LLC (WY) | 9 | $322 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $315 | 0.00% | +9 | New |
| West Financial Advisors, LLC | 7 | $249 | 0.00% | +7 | New |
| Nalls Sherbakoff Group, LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $142 | 0.00% | +4 | New |
| Comerica Bank | 494,605 | $25 | 0.00% | +494,605 | New |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Evolution Advisers, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 1,430 | – | – | +121+9.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −82,700−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −78,922−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −76,507−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −73,677−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −73,443−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −66,708−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −47,844−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −46,796−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −41,002−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −39,647−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,343−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −37,097−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −33,378−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −29,211−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −28,965−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25,085−100.0% | Sold out |
| Quattro Financial Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −20,286−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −20,408−100.0% | Sold out |
| Cognios Beta Neutral Large Cap Fund, LP | 0 | $0 | 0.00% | −16,655−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −16,327−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −16,099−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,489−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,067−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −9,607−100.0% | Sold out |
| Signature Wealth Management Partners, LLC | 0 | $0 | 0.00% | −9,304−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −9,203−100.0% | Sold out |