| Coston, McIsaac & Partners | 317 | $11.0K | 0.00% | +4+1.3% | Added |
| Piscataqua Savings Bank | 287 | $10.7K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 286 | $10.7K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 272 | $10.2K | 0.01% | +272 | New |
| American National Bank | 268 | $10.0K | 0.00% | −18−6.3% | Reduced |
| Studio Investment Management LLC | 255 | $9.53K | 0.00% | +255 | New |
| Arcus Capital Partners, LLC | 250 | $9.34K | 0.00% | +250 | New |
| Thompson Siegel & Walmsley LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 240 | $8.97K | 0.00% | −1,115−82.3% | Reduced |
| JJJ Advisors Inc. | 235 | $8.62K | 0.00% | +48+25.7% | Added |
| First Personal Financial Services | 228 | $8.51K | 0.00% | −203−47.1% | Reduced |
| BerganKDV Wealth Management, LLC | 225 | $8.42K | 0.00% | −18−7.4% | Reduced |
| Schubert & Co | 218 | $8.14K | 0.01% | +19+9.5% | Added |
| Capital Advisors, Ltd. LLC | 219 | $8.00K | 0.00% | +119+119.0% | Added |
| Global Financial Private Client, LLC | 210 | $7.85K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 247 | $7.75K | 0.00% | +1+0.4% | Added |
| Carmichael Hill & Associates, Inc. | 200 | $7.47K | 0.00% | −125−38.5% | Reduced |
| Marquette Asset Management, LLC | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $7.47K | 0.01% | +200 | New |
| MV Capital Management, Inc. | 196 | $7.32K | 0.00% | −71−26.6% | Reduced |
| Valley National Advisers Inc | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 184 | $6.87K | 0.00% | −925−83.4% | Reduced |
| Central Bank & Trust Co | 184 | $6.87K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 172 | $6.43K | 0.00% | +172 | New |
| Align Wealth Management, LLC | 199 | $6.25K | 0.01% | +199 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 160 | $5.98K | 0.00% | −7−4.2% | Reduced |
| Itau Unibanco Holding S.A. | 155 | $5.79K | 0.00% | +155 | New |
| Bellevue Asset Management, LLC | 150 | $5.56K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 142 | $5.30K | 0.00% | −10,939−98.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 143 | $5.00K | 0.00% | −121−45.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 120 | $4.48K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 112 | $4.18K | 0.00% | +112 | New |
| Kozak & Associates, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 101 | $3.78K | 0.00% | +20+24.7% | Added |
| St. Johns Investment Management Company, LLC | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 93 | $3.47K | 0.23% | +93 | New |
| My Personal CFO, LLC | 91 | $3.40K | 0.00% | +91 | New |
| Crewe Advisors LLC | 90 | $3.36K | 0.00% | −272−75.1% | Reduced |
| Abound Wealth Management | 81 | $3.04K | 0.00% | +43+113.2% | Added |
| Old North State Trust, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 72 | $2.69K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 65 | $2.43K | 0.00% | +65 | New |
| Heritage Wealth Management, LLC | 60 | $2.24K | 0.00% | +30+100.0% | Added |
| CNB Bank | 57 | $2.13K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 55 | $2.06K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $1.87K | 0.00% | +50 | New |
| Perkins Coie Trust Co | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 38 | $1.42K | 0.00% | +1+2.7% | Added |
| HHM Wealth Advisors, LLC | 30 | $1.12K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $1.05K | 0.00% | +28 | New |
| Retirement Group, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $635 | 0.00% | −1,800−99.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 15 | $560 | 0.00% | +15 | New |
| True Wealth Design, LLC | 15 | $560 | 0.00% | +15 | New |
| Burleson & Company, LLC | 13 | $486 | 0.00% | −411−96.9% | Reduced |
| Prestige Wealth Management Group LLC | 11 | $411 | 0.00% | −3,792−99.7% | Reduced |
| Heritage Wealth Advisors | 10 | $374 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $299 | 0.00% | +1+14.3% | Added |
| Versant Capital Management, Inc | 7 | $262 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6 | $224 | 0.00% | +6 | New |
| Barrett & Company, Inc. | 4 | $149 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $83 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 37 | $42 | 0.00% | −25−40.3% | Reduced |
| Tucker Asset Management LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $37 | 0.00% | +1 | New |
| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| Pathstone Family Office, LLC | 27,487 | – | – | +15,172+123.2% | Added |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −299,178−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −261,249−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −134,749−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −128,631−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −110,273−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −107,008−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −91,942−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −82,252−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −77,632−100.0% | Sold out |
| Royal Harbor Partners, LLC | 0 | $0 | 0.00% | −59,776−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −55,507−100.0% | Sold out |
| Iowa State Bank | 0 | $0 | 0.00% | −51,070−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −50,224−100.0% | Sold out |
| CM Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Kempner Capital Management Inc. | 0 | $0 | 0.00% | −42,594−100.0% | Sold out |
| Weaver C. Barksdale & Associates, Inc. | 0 | $0 | 0.00% | −38,616−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −36,254−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −32,010−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,610−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −29,057−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −27,183−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −26,883−100.0% | Sold out |