| Aspect Partners, LLC | 101 | $13.5K | 0.01% | +101 | New |
| Piscataqua Savings Bank | 100 | $13.3K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 99 | $13.2K | 0.00% | +99 | New |
| Oakworth Capital, Inc. | 97 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 96 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 95 | $12.7K | 0.01% | +95 | New |
| Northwest Capital Management Inc | 93 | $12.4K | 0.00% | −36−27.9% | Reduced |
| CoreFirst Bank & Trust | 92 | $12.3K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 89 | $11.9K | 0.01% | +1+1.1% | Added |
| ClariVest Asset Management LLC | 85 | $11.3K | 0.00% | −1−1.2% | Reduced |
| American National Bank | 85 | $11.3K | 0.00% | −519−85.9% | Reduced |
| Versant Capital Management, Inc | 82 | $10.9K | 0.00% | +1+1.2% | Added |
| Gold Investment Management Ltd. | 82 | $10.9K | 0.00% | +82 | New |
| Cape Investment Advisory, Inc. | 82 | $10.9K | 0.01% | +1+1.2% | Added |
| Pittenger & Anderson Inc | 81 | $10.8K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 80 | $10.7K | 0.00% | −1−1.2% | Reduced |
| Long Island Wealth Management, Inc. | 73 | $10.0K | 0.01% | +73 | New |
| PSI Advisors, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 77 | $10.0K | 0.00% | +1+1.3% | Added |
| Ritter Daniher Financial Advisory LLC | 74 | $9.87K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 72 | $9.56K | 0.00% | +72 | New |
| Laffer Tengler Investments | 71 | $9.46K | 0.00% | +71 | New |
| EntryPoint Capital, LLC | 69 | $9.20K | 0.01% | +69 | New |
| Centennial Bank | 67 | $8.93K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 66 | $8.80K | 0.01% | +66 | New |
| Dunhill Financial, LLC | 62 | $8.31K | 0.01% | +62 | New |
| Sunbelt Securities, Inc. | 59 | $7.92K | 0.00% | +59 | New |
| Gs Investments, Inc. | 59 | $7.87K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 58 | $7.73K | 0.00% | −95−62.1% | Reduced |
| SOA Wealth Advisors, LLC. | 58 | $7.73K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 58 | $7.73K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 56 | $7.46K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 55 | $7.33K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 54 | $7.20K | 0.01% | −20−27.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 54 | $7.20K | 0.00% | +54 | New |
| Centerpoint Advisors, LLC | 51 | $7.00K | 0.00% | −74−59.2% | Reduced |
| Dividend Assets Capital, LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 51 | $7.00K | 0.00% | +51 | New |
| M&R Capital Management Inc | 51 | $6.80K | 0.00% | −170−76.9% | Reduced |
| Mango Five Family, Inc. | 50 | $6.67K | 0.00% | +50 | New |
| Atlantic Trust, LLC | 47 | $6.27K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 48 | $6.00K | 0.00% | +48 | New |
| Mark Sheptoff Financial Planning, LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 52 | $5.83K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 43 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 41 | $5.46K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $5.07K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 35 | $4.64K | 1.01% | −36,376−99.9% | Reduced |
| Provenance Wealth Advisors, LLC | 32 | $4.27K | 0.00% | +32 | New |
| Activest Wealth Management | 32 | $4.22K | 0.00% | +1+3.2% | Added |
| Frank, Rimerman Advisors LLC | 28 | $3.73K | 0.00% | +28 | New |
| Financial Perspectives, Inc | 25 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $3.35K | 0.00% | +10+66.7% | Added |
| IAG Wealth Partners, LLC | 25 | $3.33K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 25 | $3.33K | 0.00% | +25 | New |
| Atlas Capital Advisors LLC | 24 | $3.20K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 23 | $3.07K | 0.00% | −10−30.3% | Reduced |
| Red Tortoise LLC | 22 | $2.93K | 0.00% | −58−72.5% | Reduced |
| Lee Financial Co | 22 | $2.93K | 0.00% | +22 | New |
| Lummis Asset Management, LP | 21 | $2.80K | 0.00% | +21 | New |
| Caldwell Sutter Capital, Inc. | 20 | $2.67K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 18 | $2.40K | 0.00% | +18 | New |
| Logan Capital Management Inc | 16 | $2.13K | 0.00% | −292−94.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 16 | $2.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $2.13K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 14 | $1.87K | 0.00% | +14 | New |
| Fairman Group, LLC | 13 | $1.73K | 0.00% | +13 | New |
| WealthCollab, LLC | 12 | $1.60K | 0.00% | +12 | New |
| TD Capital Management LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 9 | $1.20K | 0.00% | +9 | New |
| Impact Partnership Wealth, LLC | 6 | $800 | 0.00% | −21−77.8% | Reduced |
| O'Dell Group, LLC | 5 | $667 | 0.00% | +5 | New |
| Estabrook Capital Management | 5 | $666 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $666 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 3 | $400 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $17 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | −96−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −288,835−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −221,461−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −216,428−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −193,955−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −92,842−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −79,455−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −61,115−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −52,571−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −50,647−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −41,930−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −32,962−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −28,527−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −28,477−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −22,243−100.0% | Sold out |
| Country Club Bank | 0 | $0 | 0.00% | −21,620−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −21,194−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −20,959−100.0% | Sold out |