| Private Trust Co NA | 80 | $5.74K | 0.00% | −59−42.4% | Reduced |
| Adirondack Trust Co | 79 | $5.67K | 0.00% | +79 | New |
| Turning Point Benefit Group, Inc. | 75 | $5.38K | 0.00% | −8−9.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 74 | $5.31K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 70 | $5.02K | 0.00% | +70 | New |
| Sound Income Strategies, LLC | 50 | $4.75K | 0.00% | −50−50.0% | Reduced |
| City Holding Co | 57 | $4.09K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 53 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 40 | $3.78K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 52 | $3.73K | 0.00% | +52 | New |
| Gables Capital Management Inc. | 50 | $3.59K | 0.00% | −200−80.0% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $3.59K | 0.00% | −17−25.4% | Reduced |
| Sunbelt Securities, Inc. | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 50 | $3.59K | 0.00% | +50 | New |
| Toth Financial Advisory Corp | 45 | $3.23K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45 | $3.23K | 0.00% | −15−25.0% | Reduced |
| Meeder Asset Management Inc | 43 | $3.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $2.94K | 0.00% | +6+17.1% | Added |
| N.E.W. Advisory Services LLC | 40 | $2.87K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 40 | $2.87K | 0.00% | +40 | New |
| Evolution Wealth Management Inc. | 40 | $2.87K | 0.00% | +40 | New |
| Quattro Advisors LLC | 38 | $2.73K | 0.00% | +38 | New |
| UMA Financial Services, Inc. | 36 | $2.58K | 0.00% | −10−21.7% | Reduced |
| Kennebec Savings Bank | 35 | $2.51K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 33 | $2.37K | 0.00% | −16−32.7% | Reduced |
| Activest Wealth Management | 30 | $2.15K | 0.00% | −90−75.0% | Reduced |
| South State Corp. | 30 | $2.15K | 0.00% | −39−56.5% | Reduced |
| Colonial Trust Advisors | 30 | $2.15K | 0.00% | +30 | New |
| Trust Co of Vermont | 28 | $2.01K | 0.00% | +28 | New |
| CKW Financial Group | 25 | $2.00K | 0.00% | +25 | New |
| Hughes Financial Services, LLC | 27 | $1.94K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 27 | $1.94K | 0.00% | +16+145.5% | Added |
| Fifth Third Bancorp | 26 | $1.87K | 0.00% | −2−7.1% | Reduced |
| ORG Partners LLC | 25 | $1.79K | 0.00% | −597−96.0% | Reduced |
| Midwest Capital Advisors, LLC | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 25 | $1.79K | 0.00% | +5+25.0% | Added |
| Laurel Wealth Advisors LLC | 25 | $1.79K | 0.00% | +25 | New |
| New England Capital Financial Advisors LLC | 25 | $1.79K | 0.00% | +25 | New |
| Millstone Evans Group, LLC | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 23 | $1.65K | 0.00% | +23 | New |
| First Pacific Financial | 21 | $1.51K | 0.00% | +21 | New |
| Tucker Asset Management LLC | 21 | $1.51K | 0.00% | +21 | New |
| North Ridge Wealth Advisors, Inc. | 21 | $1.51K | 0.00% | +21 | New |
| MCF Advisors LLC | 18 | $1.29K | 0.00% | +18 | New |
| GHP Investment Advisors, Inc. | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.15K | 0.00% | −9−36.0% | Reduced |
| Garton & Associates Financial Advisors LLC | 16 | $1.15K | 0.00% | +16 | New |
| Godsey & Gibb Associates | 15 | $1.08K | 0.00% | +15 | New |
| NBT Bank N A | 72 | $1.08K | 0.00% | +72 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 10 | $1.00K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 13 | $933 | 0.00% | −9−40.9% | Reduced |
| Scarborough Advisors, LLC | 13 | $933 | 0.00% | +8+160.0% | Added |
| IMA Wealth, Inc. | 12 | $861 | 0.00% | +12 | New |
| Gordian Capital Singapore Pte Ltd | 10 | $718 | 0.00% | −1,600−99.4% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $718 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $718 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $718 | 0.00% | +10 | New |
| MPWM Advisory Solutions, LLC | 10 | $718 | 0.00% | +10 | New |
| SWAN Capital LLC | 9 | $646 | 0.00% | −11−55.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $646 | 0.00% | −5−35.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 9 | $646 | 0.00% | +9 | New |
| Glass Jacobson Investment Advisors llc | 8 | $575 | 0.00% | +8 | New |
| Retirement Wealth Solutions LLC | 8 | $575 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 8 | $574 | 0.00% | +8 | New |
| Optima Capital LLC | 8 | $574 | 0.00% | +8 | New |
| Kilter Group LLC | 7 | $503 | 0.00% | +7 | New |
| CVA Family Office, LLC | 7 | $502 | 0.00% | −179−96.2% | Reduced |
| Cornerstone Financial Management LLC | 7 | $502 | 0.00% | +7 | New |
| Breakwater Investment Management | 6 | $431 | 0.00% | +6 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $412 | 0.00% | +5 | New |
| City State Bank | 4 | $287 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 3 | $215 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 3 | $215 | 0.00% | +3 | New |
| Essential Investment Partners LLC | 3 | $215 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $198 | 0.00% | +3 | New |
| Financially Speaking Inc | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $144 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $72 | 0.00% | +1 | New |
| Avion Wealth | 4 | $0 | 0.00% | −225−98.3% | Reduced |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −662,576−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −267,600−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −110,298−100.0% | Sold out |
| Westwood Wealth Management | 0 | $0 | 0.00% | −75,255−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −65,833−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −50,252−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −48,732−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −40,153−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −37,086−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −32,093−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −30,409−100.0% | Sold out |
| Canal Insurance CO | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −28,045−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −23,524−100.0% | Sold out |
| GeoSphere Capital Management, LLC | 0 | $0 | 0.00% | −22,075−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −17,870−100.0% | Sold out |
