| Clearview Wealth Advisors LLC | 211 | $47.0K | 0.03% | −1−0.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 204 | $45.0K | 0.01% | −338−62.4% | Reduced |
| Ogorek Anthony Joseph | 203 | $45.0K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 201 | $45.0K | 0.01% | +201 | New |
| Lansing Street Advisors | 204 | $45.0K | 0.03% | +204 | New |
| Morgan Dempsey Capital Management LLC | 200 | $44.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 200 | $44.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 199 | $44.0K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 189 | $42.0K | 0.01% | +77+68.8% | Added |
| Accel Wealth Management | 185 | $42.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 184 | $40.9K | 0.04% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 176 | $39.1K | 0.02% | +36+25.7% | Added |
| Maryland Capital Advisors Inc. | 172 | $38.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 173 | $38.0K | 0.02% | −39−18.4% | Reduced |
| Cypress Capital Management LLC (WY) | 156 | $35.0K | 0.04% | −30−16.1% | Reduced |
| Horan Securities, Inc. | 159 | $35.0K | 0.02% | +3+1.9% | Added |
| CenterStar Asset Management, LLC | – | $34.0K | 0.02% | – | – |
| Advocacy Wealth Management Services, LLC | 151 | $34.0K | 0.01% | +60+65.9% | Added |
| Holloway Wealth Management, LLC | – | $33.0K | 0.01% | – | – |
| Advanced Research Investment Solutions, LLC | 147 | $33.0K | 0.01% | −133−47.5% | Reduced |
| Delos Wealth Advisors, LLC | 143 | $32.0K | 0.03% | −523−78.5% | Reduced |
| NewSquare Capital LLC | 143 | $32.0K | 0.00% | −246−63.2% | Reduced |
| Cranbrook Wealth Management, LLC | 145 | $32.0K | 0.01% | −64−30.6% | Reduced |
| Dravo Bay LLC | 139 | $30.9K | 0.02% | +139 | New |
| Hoey Investments, Inc | 133 | $30.0K | 0.01% | −193−59.2% | Reduced |
| Disciplined Investments, LLC | 123 | $27.0K | 0.01% | +105+583.3% | Added |
| BIT Capital GmbH | 121 | $26.9K | 0.00% | −13,211−99.1% | Reduced |
| Penserra Capital Management LLC | 118 | $26.0K | 0.00% | −44−27.2% | Reduced |
| Carolina Wealth Advisors, LLC | 113 | $25.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 110 | $24.0K | 0.01% | −297−73.0% | Reduced |
| Karlinski Andrew C | 109 | $24.0K | 0.04% | −90−45.2% | Reduced |
| Reitz Capital Advisors LLC | 110 | $24.0K | 0.02% | +110 | New |
| Worth Asset Management, LLC | 122 | $23.0K | 0.02% | +122 | New |
| WFA Asset Management Corp | 101 | $22.5K | 0.01% | +33+48.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $22.0K | 0.01% | −270−73.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $22.0K | 0.01% | +100 | New |
| Family CFO Inc | 100 | $22.0K | 0.02% | +100 | New |
| Siena Capital LLC | 100 | $22.0K | 0.01% | +100 | New |
| Rational Advisors LLC | 94 | $21.0K | 0.00% | +94 | New |
| Rise Advisors, LLC | 82 | $18.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 80 | $17.0K | 0.01% | −64−44.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 76 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 74 | $16.0K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 72 | $16.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 67 | $15.0K | 0.01% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 57 | $13.0K | 0.00% | +30+111.1% | Added |
| Tevis Investment Management | 51 | $11.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 51 | $11.0K | 0.00% | +50+5,000.0% | Added |
| First Quadrant L P | 46 | $10.0K | 0.06% | −56,480−99.9% | Reduced |
| Regency Capital Management Inc. | 47 | $10.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 45 | $10.0K | 0.01% | +22+95.7% | Added |
| Clean Yield Group | 46 | $10.0K | 0.00% | +46 | New |
| Sage Private Wealth Group, LLC | 45 | $10.0K | 0.01% | +45 | New |
| Providence Capital Advisors, LLC | 40 | $9.00K | 0.00% | −8−16.7% | Reduced |
| America First Investment Advisors, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 35 | $8.00K | 0.01% | −40−53.3% | Reduced |
| Schubert & Co | 36 | $8.00K | 0.01% | −24−40.0% | Reduced |
| Longfellow Investment Management Co LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 21 | $5.00K | 0.00% | −11,304−99.8% | Reduced |
| Baldrige Asset Management LLC | 24 | $5.00K | 0.00% | −64−72.7% | Reduced |
| Your Advocates Ltd., LLP | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Dark Forest Capital Management LP | 13 | $3.00K | 0.00% | +13 | New |
| CFS Investment Advisory Services, LLC | 427,376 | $2.00K | 0.01% | +425,819+27,348.7% | Added |
| Piscataqua Savings Bank | 10 | $2.00K | 0.00% | −38−79.2% | Reduced |
| Macroview Investment Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 7 | $2.00K | 0.00% | +7 | New |
| First Command Advisory Services, Inc. | 3 | $1.00K | 0.00% | −173−98.3% | Reduced |
| Old North State Trust, LLC | 2 | $414 | 0.33% | −1,661−99.9% | Reduced |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −17−94.4% | Reduced |
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 40 | $0 | 0.00% | +40 | New |
| Cordant, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 7,831 | – | – | −6,568−45.6% | Reduced |
| Westside Investment Management, Inc. | 13,328 | – | – | +1,457+12.3% | Added |
| Landmark Wealth Management, LLC | 261 | – | – | +261 | New |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −1,892,635−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,738,284−100.0% | Sold out |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −1,584,840−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −1,061,390−100.0% | Sold out |
| MFN Partners Management, LP | 0 | $0 | 0.00% | −907,800−100.0% | Sold out |
| Melvin Capital Management LP | 0 | $0 | 0.00% | −850,000−100.0% | Sold out |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −758,612−100.0% | Sold out |
| Silicon Valley Community Foundation | 0 | $0 | 0.00% | −741,706−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −663,216−100.0% | Sold out |
| Immersion Capital LLP | 0 | $0 | 0.00% | −611,750−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −573,569−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −526,456−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −501,319−100.0% | Sold out |
| Darsana Capital Partners LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −492,430−100.0% | Sold out |
| Intermede Investment Partners Ltd | 0 | $0 | 0.00% | −469,111−100.0% | Sold out |
| Thunderbird Partners LLP | 0 | $0 | 0.00% | −434,191−100.0% | Sold out |
