| Financial Synergies Wealth Advisors, Inc. | 135 | $10.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 136 | $10.2K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 128 | $9.72K | 0.01% | −150−54.0% | Reduced |
| Schubert & Co | 121 | $9.19K | 0.01% | +77+175.0% | Added |
| Beaird Harris Wealth Management, LLC | 105 | $7.97K | 0.00% | −542−83.8% | Reduced |
| Hallmark Capital Management Inc | 100 | $7.59K | 0.00% | −345−77.5% | Reduced |
| Legend Financial Advisors, Inc. | 100 | $7.59K | 0.01% | −164−62.1% | Reduced |
| Avion Wealth | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 90 | $6.83K | 0.00% | −19−17.4% | Reduced |
| Cape Investment Advisory, Inc. | 86 | $6.53K | 0.00% | +86 | New |
| Fairfield Financial Advisors, LTD | 87 | $6.47K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 79 | $6.00K | 0.00% | −265−77.0% | Reduced |
| Johnson Midwest Financial, LLC | 78 | $5.92K | 0.01% | −29−27.1% | Reduced |
| Maryland Capital Advisors Inc. | 73 | $5.54K | 0.00% | −73−50.0% | Reduced |
| Hall Laurie J Trustee | 72 | $5.00K | 0.00% | +72 | New |
| Piscataqua Savings Bank | 65 | $4.94K | 0.00% | +65 | New |
| Stone House Investment Management, LLC | 63 | $4.79K | 0.00% | +63 | New |
| Grey Fox Wealth Advisors, LLC | 62 | $4.71K | 0.00% | −21−25.3% | Reduced |
| USA Financial Portformulas Corp | 59 | $4.48K | 0.01% | +59 | New |
| First Personal Financial Services | 55 | $4.18K | 0.00% | −53−49.1% | Reduced |
| Performa Ltd (US), LLC | 55 | $4.18K | 0.00% | +25+83.3% | Added |
| Roble, Belko & Company, Inc | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 52 | $3.95K | 0.00% | −4,249−98.8% | Reduced |
| Milestone Investment Advisors LLC | 52 | $3.95K | 0.00% | +52 | New |
| Tortoise Investment Management, LLC | 50 | $3.80K | 0.00% | −10−16.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 49 | $3.72K | 0.00% | −130−72.6% | Reduced |
| Davidson Capital Management Inc. | 49 | $3.72K | 0.00% | +17+53.1% | Added |
| Raleigh Capital Management Inc. | 48 | $3.65K | 0.00% | −37−43.5% | Reduced |
| Tucker Asset Management LLC | 44 | $3.34K | 0.00% | +13+41.9% | Added |
| Carmichael Hill & Associates, Inc. | 40 | $3.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 40 | $3.04K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 38 | $2.90K | 0.00% | +38 | New |
| Nalls Sherbakoff Group, LLC | 34 | $2.53K | 0.00% | +34 | New |
| Disciplined Investments, LLC | 31 | $2.35K | 0.00% | +6+24.0% | Added |
| Level Financial Advisors, Inc. | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 29 | $2.20K | 0.00% | −9−23.7% | Reduced |
| Horizons Wealth Management | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 28 | $2.13K | 0.14% | −20−41.7% | Reduced |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 26 | $1.97K | 0.00% | −13−33.3% | Reduced |
| Piershale Financial Group, Inc. | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 18 | $1.37K | 0.00% | +18 | New |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 13 | $987 | 0.00% | +13 | New |
| St. Johns Investment Management Company, LLC | 11 | $835 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $760 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $759 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $608 | 0.00% | −305−97.4% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $456 | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 5 | $380 | 0.00% | +5 | New |
| Cypress Capital Management LLC (WY) | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 55 | $4 | 0.00% | −16−22.5% | Reduced |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | −30−90.9% | Reduced |
| James Investment Research Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 31,667 | $0 | 0.00% | +31,667 | New |
| Infusive Asset Management Inc. | 44,464 | – | – | −1,996−4.3% | Reduced |
| Bank of Montreal | 2,415,397 | – | – | +1,222,973+102.6% | Added |
| Quilter Plc | 2,714 | – | – | +2,714 | New |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −1,353,100−100.0% | Sold out |
| Vontobel Asset Management Inc | 0 | $0 | 0.00% | −1,030,146−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −1,020,412−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −932,273−100.0% | Sold out |
| Shanda Asset Management Holdings Ltd | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −435,479−100.0% | Sold out |
| Fir Tree Capital Management LP | 0 | $0 | 0.00% | −340,449−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −317,045−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −316,724−100.0% | Sold out |
| Akaris Global Partners, LP | 0 | $0 | 0.00% | −310,850−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −308,412−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −298,060−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −282,555−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −282,027−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −280,000−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −264,900−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Overbrook Management Corp | 0 | $0 | 0.00% | −139,410−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −136,000−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −133,626−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −122,000−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −121,900−100.0% | Sold out |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | $0 | 0.00% | −121,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −108,978−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −106,409−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −106,224−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −106,164−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −104,181−100.0% | Sold out |
| Windward Capital Management Co | 0 | $0 | 0.00% | −100,178−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −100,001−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −89,088−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −83,420−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −78,317−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −78,219−100.0% | Sold out |
