| Stonebridge Capital Advisors LLC | 100 | $9.11K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $9.11K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $9.02K | 0.00% | −6−5.7% | Reduced |
| Tompkins Financial Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 104 | $9.00K | 0.00% | +1+1.0% | Added |
| Bell Investment Advisors, Inc | 91 | $8.29K | 0.00% | +38+71.7% | Added |
| Coppell Advisory Solutions LLC | 90 | $8.20K | 0.00% | +90 | New |
| Coppell Advisory Solutions Corp. | 90 | $8.20K | 0.00% | +90 | New |
| Avion Wealth | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $7.84K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 77 | $7.05K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $6.90K | 0.00% | +6+8.6% | Added |
| AdvisorNet Financial, Inc | 72 | $6.56K | 0.00% | −36−33.3% | Reduced |
| Northwest Investment Counselors, LLC | 72 | $6.54K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 64 | $6.48K | 0.00% | −250−79.6% | Reduced |
| Cribstone Capital Management, LLC | 70 | $6.38K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 71 | $6.00K | 0.00% | −25−26.0% | Reduced |
| Steward Financial Group LLC | 74 | $6.00K | 0.00% | +74 | New |
| Delta Asset Management LLC | 65 | $5.92K | 0.00% | +65 | New |
| Cornerstone Planning Group LLC | 56 | $5.60K | 0.00% | +56 | New |
| First Manhattan Co | 58 | $5.29K | 0.00% | +58 | New |
| MV Capital Management, Inc. | 57 | $5.19K | 0.00% | −136−70.5% | Reduced |
| Byrne Asset Management LLC | 56 | $5.10K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 54 | $4.92K | 0.00% | −16−22.9% | Reduced |
| Sound Income Strategies, LLC | 51 | $4.65K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 51 | $4.65K | 0.01% | +51 | New |
| New Millennium Group LLC | 50 | $4.56K | 0.00% | −25−33.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 47 | $4.28K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 45 | $4.10K | 0.00% | +41+1,025.0% | Added |
| My Personal CFO, LLC | 43 | $3.92K | 0.00% | +43 | New |
| Financial Synergies Wealth Advisors, Inc. | 41 | $3.74K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $3.65K | 0.00% | 00.0% | Unchanged |
| Motco | 39 | $3.55K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 37 | $3.33K | 0.00% | +1+2.8% | Added |
| Optimum Investment Advisors | 35 | $3.19K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $3.08K | 0.00% | −29−46.0% | Reduced |
| Pathway Financial Advisers, LLC | 33 | $3.05K | 0.00% | +33 | New |
| Financial Management Professionals, Inc. | 28 | $3.00K | 0.00% | −117−80.7% | Reduced |
| Ancora Advisors, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 36 | $3.00K | 0.00% | +1+2.9% | Added |
| Grove Bank & Trust | 34 | $3.00K | 0.00% | +34 | New |
| Armstrong Advisory Group, Inc | 32 | $2.92K | 0.00% | +32 | New |
| Schubert & Co | 30 | $2.73K | 0.00% | −28−48.3% | Reduced |
| Heritage Wealth Management, LLC | 30 | $2.73K | 0.00% | +15+100.0% | Added |
| Red Tortoise LLC | 29 | $2.64K | 0.00% | +29 | New |
| Sutton Wealth Advisors Inc. | 28 | $2.55K | 0.00% | −35−55.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.46K | 0.00% | +8+42.1% | Added |
| TFC Financial Management | 24 | $2.20K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 24 | $2.19K | 0.00% | −58−70.7% | Reduced |
| West Paces Advisors Inc. | 24 | $2.19K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 27 | $2.00K | 0.00% | −1,072−97.5% | Reduced |
| Copeland Capital Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $1.94K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.82K | 0.00% | −320−94.1% | Reduced |
| First Financial Corp | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $1.73K | 0.00% | −125−86.8% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $1.46K | 0.00% | −58−78.4% | Reduced |
| SJS Investment Consulting Inc. | 16 | $1.46K | 0.00% | −3−15.8% | Reduced |
| Gradient Investments LLC | 14 | $1.28K | 0.00% | −21−60.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 14 | $1.28K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $1.19K | 0.00% | −6−31.6% | Reduced |
| Ellevest, Inc. | 12 | $1.09K | 0.00% | −286−96.0% | Reduced |
| Kelly Financial Services LLC | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Legend Financial Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 15 | $1.00K | 0.00% | −7−31.8% | Reduced |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Pittenger & Anderson Inc | 10 | $911 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $820 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $638 | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 7 | $638 | 0.00% | +7 | New |
| Washington Trust Co | 6 | $547 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 6 | $542 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $456 | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5 | $456 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $367 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $346 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $273 | 0.00% | +3 | New |
| Colonial Trust Advisors | 2 | $182 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 91 | $37 | 0.00% | +91 | New |
| Bellwether Advisors, LLC | 0 | $13 | 0.00% | 0 | New |
| Capital Advisors, Ltd. LLC | 98 | $0 | 0.00% | +72+276.9% | Added |
| Sierra Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Oak Associates, Ltd | 0 | $0 | 0.00% | −315,130−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −115,500−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −47,119−100.0% | Sold out |
| Mastrapasqua Asset Management Inc | 0 | $0 | 0.00% | −39,418−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,489−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −25,660−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −25,626−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,287−100.0% | Sold out |