| Larson Financial Group LLC | 159 | $50.0K | 0.01% | +1+0.6% | Added |
| Avion Wealth | 158 | $50.0K | 0.02% | +24+17.9% | Added |
| Maryland Capital Advisors Inc. | 155 | $49.0K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 156 | $49.0K | 0.02% | +5+3.3% | Added |
| Hoey Investments, Inc | 156 | $49.0K | 0.02% | +156 | New |
| Estabrook Capital Management | 153 | $48.3K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 150 | $47.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 149 | $47.0K | 0.13% | +149 | New |
| Rise Advisors, LLC | 142 | $45.0K | 0.05% | −8−5.3% | Reduced |
| Axim Planning & Wealth | 142 | $45.0K | 0.03% | +142 | New |
| Front Row Advisors LLC | 140 | $44.0K | 0.02% | −17−10.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 140 | $44.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 140 | $44.0K | 0.01% | +140 | New |
| Clearview Wealth Advisors LLC | 136 | $43.0K | 0.03% | −10−6.8% | Reduced |
| Arcadia Investment Management Corp | 137 | $43.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 135 | $42.0K | 0.04% | +109+419.2% | Added |
| American National Bank | 129 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 127 | $40.0K | 0.05% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 126 | $40.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 127 | $40.0K | 0.03% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 124 | $39.0K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 120 | $38.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 111 | $35.0K | 0.03% | +1+0.9% | Added |
| Urban Wealth Management, LLC | 110 | $35.0K | 0.12% | +110 | New |
| Ulland Investment Advisors, LLC | 107 | $34.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 105 | $33.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 106 | $33.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 103 | $32.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $32.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 100 | $32.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 98 | $31.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 97 | $31.0K | 0.01% | +10+11.5% | Added |
| Grayhawk Investment Strategies Inc. | 76 | $31.0K | 0.01% | +76 | New |
| Schubert & Co | 94 | $30.0K | 0.03% | +45+91.8% | Added |
| PrairieView Partners, LLC | 87 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 87 | $27.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 81 | $26.0K | 0.00% | −31−27.7% | Reduced |
| Focused Wealth Management, Inc | 82 | $26.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 80 | $25.0K | 0.02% | +80 | New |
| Financial Synergies Wealth Advisors, Inc. | 77 | $24.4K | 0.00% | +77 | New |
| Birch Capital Management, LLC | 77 | $24.1K | 0.02% | +77 | New |
| GeoWealth Management, LLC | 77 | $24.0K | 0.00% | −356−82.2% | Reduced |
| Professional Financial Advisors, LLC | 75 | $24.0K | 0.01% | −25−25.0% | Reduced |
| Marquette Asset Management, LLC | 69 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 71 | $22.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 65 | $21.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 62 | $20.0K | 0.01% | +11+21.6% | Added |
| Enterprise Trust & Investment Co | 63 | $20.0K | 0.01% | +63 | New |
| Stuart Chaussee & Associates, Inc. | 53 | $17.0K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 53 | $17.0K | 0.01% | +5+10.4% | Added |
| Truvestments Capital LLC | 53 | $17.0K | 0.01% | +53 | New |
| Stephens Consulting, LLC | 51 | $16.1K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 52 | $16.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 52 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 52 | $16.0K | 0.00% | +52 | New |
| Better Money Decisions, LLC | 52 | $16.0K | 0.01% | +52 | New |
| Acima Private Wealth, LLC | 50 | $15.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 48 | $15.0K | 0.01% | +5+11.6% | Added |
| Princeton Global Asset Management LLC | 44 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 43 | $14.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 37 | $12.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 39 | $12.0K | 0.01% | +5+14.7% | Added |
| Investors Asset Management of Georgia Inc | 35 | $11.0K | 0.01% | +35 | New |
| Tfo-TDC, LLC | 36 | $11.0K | 0.00% | +36 | New |
| Studio Investment Management LLC | 35 | $11.0K | 0.00% | +35 | New |
| Capital Directions Investment Advisors, LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 30 | $9.00K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $7.89K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $6.00K | 0.01% | −1,340−98.5% | Reduced |
| Financial Avengers, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $5.00K | 0.00% | −199−93.0% | Reduced |
| Bellwether Advisors, LLC | 16 | $5.00K | 0.00% | −43−72.9% | Reduced |
| Macroview Investment Management LLC | 15 | $5.00K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 15 | $5.00K | 0.00% | +6+66.7% | Added |
| Ritter Daniher Financial Advisory LLC | 15 | $5.00K | 0.00% | +15 | New |
| USA Financial Portformulas Corp | 13 | $4.00K | 0.00% | −1−7.1% | Reduced |
| FNY Investment Advisers, LLC | 15 | $4.00K | 0.00% | +6+66.7% | Added |
| JCSD Capital, LLC | 10 | $3.00K | 0.00% | −3,790−99.7% | Reduced |
| Westside Investment Management, Inc. | 11 | $3.00K | 0.00% | −12−52.2% | Reduced |
| PEAK6 Investments LLC | 7 | $2.03K | 0.00% | +7 | New |
| Horan Securities, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2 | $1.00K | 0.00% | −25−92.6% | Reduced |
| Northern Oak Wealth Management Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $946 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1 | $339 | 0.31% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $0 | 0.00% | −14−58.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,040 | – | – | −196−0.7% | Reduced |
| B. Riley Wealth Management, Inc. | 13,438 | – | – | −9,735−42.0% | Reduced |
| Sofos Investments, Inc. | 10,080 | – | – | −1,344−11.8% | Reduced |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −155,700−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −150,536−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −138,200−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −124,093−100.0% | Sold out |
| Rit Capital Partners PLC | 0 | $0 | 0.00% | −94,800−100.0% | Sold out |
