| NBT Bank N A | 200 | $9.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $9.98K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 195 | $9.73K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 193 | $9.63K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 189 | $9.43K | 0.00% | +189 | New |
| Peterson Wealth Services | 183 | $9.12K | 0.00% | +183 | New |
| First Horizon Advisors, Inc. | 174 | $8.72K | 0.00% | +1+0.6% | Added |
| Godsey & Gibb Associates | 156 | $7.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 155 | $7.73K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 147 | $7.33K | 0.00% | +45+44.1% | Added |
| Zions Bancorporation, N.A. | 146 | $7.28K | 0.00% | −114−43.8% | Reduced |
| Financial Management Professionals, Inc. | 141 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 140 | $6.98K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 132 | $6.58K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 125 | $6.24K | 0.01% | +125 | New |
| Capital Advisors, Ltd. LLC | 130 | $6.00K | 0.00% | +1+0.8% | Added |
| CoreFirst Bank & Trust | 120 | $5.99K | 0.00% | +120 | New |
| Spire Wealth Management | 114 | $5.71K | 0.00% | +50+78.1% | Added |
| Fortitude Family Office, LLC | 108 | $5.39K | 0.00% | +1+0.9% | Added |
| Strategic Investment Solutions, Inc. | 107 | $5.32K | 0.00% | +1+0.9% | Added |
| Geneos Wealth Management Inc. | 103 | $5.14K | 0.00% | +89+635.7% | Added |
| Highline Wealth Partners LLC | 102 | $5.08K | 0.00% | +1+1.0% | Added |
| Chilton Capital Management LLC | 100 | $4.99K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 100 | $4.99K | 0.00% | +100 | New |
| Independence Bank of Kentucky | 98 | $4.89K | 0.00% | +98 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $4.42K | 0.00% | +80 | New |
| Abich Financial Wealth Management LLC | 87 | $4.34K | 0.01% | −39−31.0% | Reduced |
| Coppell Advisory Solutions LLC | 86 | $4.27K | 0.00% | −874−91.0% | Reduced |
| FinTrust Capital Advisors, LLC | 85 | $4.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 84 | $4.19K | 0.00% | −22,071−99.6% | Reduced |
| Avion Wealth | 93 | $4.00K | 0.00% | +10+12.0% | Added |
| Dunhill Financial, LLC | 78 | $3.91K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 77 | $3.84K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 77 | $3.84K | 0.00% | +77 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74 | $3.69K | 0.00% | +18+32.1% | Added |
| Private Wealth Management Group, LLC | 72 | $3.59K | 0.00% | +2+2.9% | Added |
| Hexagon Capital Partners LLC | 70 | $3.49K | 0.00% | −7−9.1% | Reduced |
| Cedar Wealth Management, LLC | 68 | $3.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 67 | $3.34K | 0.00% | +2+3.1% | Added |
| Abound Wealth Management | 66 | $3.30K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 65 | $3.24K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 63 | $3.14K | 0.00% | −70−52.6% | Reduced |
| Global Financial Private Client, LLC | 61 | $3.04K | 0.00% | +61 | New |
| Evolution Advisers, Inc. | 74 | $3.00K | 0.00% | +1+1.4% | Added |
| Westend Capital Management, LLC | 59 | $2.94K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 59 | $2.94K | 0.00% | −59−50.0% | Reduced |
| Continuum Advisory, LLC | 44 | $2.85K | 0.00% | +44 | New |
| Prestige Wealth Management Group LLC | 57 | $2.84K | 0.00% | −58−50.4% | Reduced |
| SJS Investment Consulting Inc. | 57 | $2.84K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 57 | $2.84K | 0.00% | +57 | New |
| Washington Trust Co | 50 | $2.49K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $2.49K | 0.00% | +50 | New |
| MCF Advisors LLC | 49 | $2.44K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 48 | $2.39K | 0.00% | +48 | New |
| Park Place Capital Corp | 46 | $2.29K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $2.21K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $1.90K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 37 | $1.85K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 32 | $1.60K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.55K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 30 | $1.50K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 22 | $1.23K | 0.00% | +22 | New |
| NVWM, LLC | 22 | $1.10K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 21 | $1.05K | 0.00% | +21 | New |
| Tortoise Investment Management, LLC | 20 | $998 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $948 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 18 | $898 | 0.00% | +18 | New |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $879 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 16 | $798 | 0.00% | +16 | New |
| SOA Wealth Advisors, LLC. | 14 | $699 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 13 | $649 | 0.00% | +13 | New |
| Baldwin Brothers Inc | 13 | $648 | 0.00% | +13 | New |
| Ruedi Wealth Management, Inc. | 12 | $599 | 0.00% | −11−47.8% | Reduced |
| Chesapeake Asset Management LLC | 10 | $498 | 0.00% | +10 | New |
| VitalStone Financial, LLC | 5 | $249 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $200 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3 | $166 | 0.00% | −75−96.2% | Reduced |
| TFC Financial Management | 3 | $150 | 0.00% | −19−86.4% | Reduced |
| CNB Bank | 3 | $150 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $150 | 0.00% | +1+50.0% | Added |
| West Branch Capital LLC | 1 | $50 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $50 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −376,595−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −247,897−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −221,214−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −207,823−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −138,199−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −90,314−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −61,934−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −37,905−100.0% | Sold out |
| Turtle Creek Asset Management Inc. | 0 | $0 | 0.00% | −32,300−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −25,409−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −24,776−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −18,887−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −14,906−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −12,156−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,547−100.0% | Sold out |
