| Maseco LLP | 86 | $6.10K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 85 | $6.00K | 0.00% | +7+9.0% | Added |
| Pillar Financial Advisors, LLC | 83 | $5.87K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 82 | $5.80K | 0.00% | +40+95.2% | Added |
| Whipplewood Advisors, LLC | 81 | $5.73K | 0.00% | +81 | New |
| IAG Wealth Partners, LLC | 80 | $5.66K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 74 | $5.23K | 0.00% | −1−1.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 74 | $5.23K | 0.00% | +6+8.8% | Added |
| J.Safra Asset Management Corp | 73 | $5.16K | 0.00% | +43+143.3% | Added |
| Ball & Co Wealth Management Inc. | 76 | $5.00K | 0.00% | −240−75.9% | Reduced |
| Bellevue Asset Management, LLC | 69 | $4.88K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 68 | $4.81K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 65 | $4.60K | 0.00% | +26+66.7% | Added |
| Nemes Rush Group LLC | 64 | $4.53K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 63 | $4.46K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 63 | $4.45K | 0.00% | −133−67.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 62 | $4.38K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 61 | $4.31K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 60 | $4.24K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 60 | $4.24K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 57 | $4.03K | 0.00% | −685−92.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 57 | $4.03K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $3.96K | 0.00% | −4−6.7% | Reduced |
| Portus Wealth Advisors, LLC | 55 | $3.89K | 0.00% | +55 | New |
| 1015 Capital Partners, LLC | 52 | $3.68K | 0.00% | +13+33.3% | Added |
| Atlantic Trust, LLC | 50 | $3.54K | 0.00% | −153−75.4% | Reduced |
| Monetary Solutions, Ltd | 50 | $3.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 49 | $3.46K | 0.00% | +1+2.1% | Added |
| Kerr Financial Planning Corp | 44 | $3.45K | 0.00% | −48−52.2% | Reduced |
| Scarborough Advisors, LLC | 48 | $3.40K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 48 | $3.40K | 0.02% | +48 | New |
| Clarity Asset Management, Inc. | 46 | $3.27K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 46 | $3.25K | 0.00% | +46 | New |
| Davis Capital Management | 43 | $3.04K | 0.00% | −6−12.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 43 | $3.02K | 0.00% | +1+2.4% | Added |
| Phillip James Consulting Co. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $2.83K | 0.00% | −54−57.4% | Reduced |
| Marshall Investment Management, LLC | 38 | $2.69K | 0.00% | +38 | New |
| Intentional Wealth Strategies, LLC | 36 | $2.55K | 0.00% | +36 | New |
| Signature Resources Capital Management, LLC | 32 | $2.26K | 0.00% | −4−11.1% | Reduced |
| Quarry LP | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 29 | $2.05K | 0.00% | −37−56.1% | Reduced |
| Motco | 29 | $2.05K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 27 | $1.91K | 0.00% | −7−20.6% | Reduced |
| IMG Wealth Management, Inc. | 27 | $1.91K | 0.00% | −57−67.9% | Reduced |
| Principia Wealth Advisory, LLC | 27 | $1.91K | 0.00% | +12+80.0% | Added |
| Field & Main Bank | 27 | $1.91K | 0.00% | +27 | New |
| Country Trust Bank | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 25 | $1.77K | 0.00% | +25 | New |
| NVWM, LLC | 23 | $1.63K | 0.00% | −5−17.9% | Reduced |
| Clean Yield Group | 22 | $1.56K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $1.27K | 0.00% | −110−85.9% | Reduced |
| WestEnd Advisors, LLC | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 17 | $1.20K | 0.00% | +17 | New |
| Key Capital Management, INC | 17 | $1.20K | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 16 | $1.13K | 0.00% | −20−55.6% | Reduced |
| Rakuten Securities, Inc. | 16 | $1.13K | 0.00% | +9+128.6% | Added |
| Smallwood Wealth Investment Management, LLC | 16 | $1.13K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $957 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 13 | $919 | 0.00% | +13 | New |
| Anfield Capital Management, LLC | 12 | $849 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 12 | $849 | 0.00% | +2+20.0% | Added |
| Arcadia Investment Management Corp | 11 | $778 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 11 | $749 | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 10 | $708 | 0.00% | 00.0% | Unchanged |
| Park National Corp | 10 | $707 | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 8 | $566 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 8 | $535 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $496 | 0.00% | +7 | New |
| RMG Wealth Management LLC | 6 | $468 | 0.00% | −93−93.9% | Reduced |
| Nvest Wealth Strategies, Inc. | 5 | $354 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 5 | $353 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $283 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3 | $212 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $212 | 0.00% | +3 | New |
| Kingdom Financial Group LLC. | 1 | $46 | 0.00% | −2−66.7% | Reduced |
| Lloyd Advisory Services, LLC. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −969,063−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −599,626−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −460,581−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −418,130−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −265,395−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −89,001−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −78,237−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −68,799−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −31,857−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −24,620−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −23,966−100.0% | Sold out |
| Boxwood Ventures, Inc. | 0 | $0 | 0.00% | −23,459−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −21,655−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −21,021−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −20,838−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −19,250−100.0% | Sold out |