| First PREMIER Bank | 36 | $16.0K | 0.00% | +36 | New |
| Cornerstone Planning Group LLC | 37 | $15.9K | 0.00% | +3+8.8% | Added |
| Creative Financial Designs Inc | 32 | $13.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 32 | $13.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $13.9K | 0.00% | +14+77.8% | Added |
| Ronald Blue Trust, Inc. | 31 | $13.5K | 0.00% | −80−72.1% | Reduced |
| Laffer Tengler Investments | 30 | $13.1K | 0.00% | +30 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 29 | $12.6K | 0.00% | +29 | New |
| Financial Management Professionals, Inc. | 28 | $12.0K | 0.00% | +6+27.3% | Added |
| Colonial Trust Advisors | 27 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $11.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26 | $10.5K | 0.00% | +10+62.5% | Added |
| Core Wealth Advisors, Inc. | 23 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 22 | $9.59K | 0.00% | −70−76.1% | Reduced |
| Frazier Financial Advisors, LLC | 22 | $9.59K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 20 | $8.72K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 20 | $8.72K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 19 | $8.28K | 0.00% | +19 | New |
| GW&K Investment Management, LLC | 19 | $8.00K | 0.00% | +1+5.6% | Added |
| Key Financial Inc | 17 | $7.42K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $7.41K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $7.00K | 0.00% | +3+23.1% | Added |
| Crewe Advisors LLC | 16 | $6.98K | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 16 | $6.97K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 15 | $6.54K | 0.00% | +4+36.4% | Added |
| M&R Capital Management Inc | 14 | $6.10K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 14 | $6.10K | 0.00% | +4+40.0% | Added |
| Vima LLC | 20 | $5.52K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $5.23K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12 | $5.23K | 0.00% | +6+100.0% | Added |
| Beacon Capital Management, LLC | 11 | $4.80K | 0.00% | +6+120.0% | Added |
| Cherry Tree Wealth Management, LLC | 10 | $4.36K | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 9 | $3.95K | 0.00% | +9 | New |
| Cullen/Frost Bankers, Inc. | 9 | $3.92K | 0.00% | +9 | New |
| Laurion Capital Management LP | 9 | $3.92K | 0.00% | +9 | New |
| PayPay Securities Corp | 7 | $3.05K | 0.15% | −2−22.2% | Reduced |
| Parkside Financial Bank & Trust | 7 | $3.05K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6 | $2.62K | 0.00% | +3+100.0% | Added |
| True Wealth Design, LLC | 6 | $2.62K | 0.00% | +3+100.0% | Added |
| Center for Financial Planning, Inc. | 6 | $2.62K | 0.00% | +5+500.0% | Added |
| Voisard Asset Management Group, Inc. | 5 | $2.18K | 0.00% | +5 | New |
| Piscataqua Savings Bank | 5 | $2.18K | 0.00% | +5 | New |
| Smithfield Trust Co | 5 | $2.00K | 0.00% | +4+400.0% | Added |
| Abound Wealth Management | 4 | $1.74K | 0.00% | −1−20.0% | Reduced |
| Raffa Wealth Management, LLC | 4 | $1.74K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4 | $1.74K | 0.00% | +4 | New |
| Blume Capital Management, Inc. | 2 | $872 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $872 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $872 | 0.00% | +1+100.0% | Added |
| GoalVest Advisory LLC | 2 | $872 | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 2 | $872 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $872 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $436 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 14,674 | $0 | 0.00% | −8,123−35.6% | Reduced |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −924,662−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −88,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −42,517−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −31,829−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −28,312−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −27,560−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,386−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,888−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −9,360−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −7,378−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,278−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,874−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,735−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,682−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Premier Path Wealth Partners, LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| VanderPol Investments L.L.C. | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Syquant Capital SAS | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |
| BDL Capital Management | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |