| Modus Advisors, LLC | 35 | $4.40K | 0.00% | +35 | New |
| Purpose Unlimited Inc. | 35 | $4.40K | 0.00% | +35 | New |
| DHJJ Financial Advisors, Ltd. | 34 | $4.28K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 34 | $4.28K | 0.00% | +23+209.1% | Added |
| Gilpin Wealth Management, LLC | 34 | $4.28K | 0.00% | +34 | New |
| Altshuler Shaham Ltd | 33 | $4.15K | 0.00% | +5+17.9% | Added |
| Penserra Capital Management LLC | 36 | $4.00K | 0.00% | −3−7.7% | Reduced |
| NBT Bank N A | 30 | $3.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 29 | $3.65K | 0.00% | −140−82.8% | Reduced |
| Imprint Wealth LLC | 29 | $3.65K | 0.02% | −71−71.0% | Reduced |
| Archer Investment Corp | 29 | $3.62K | 0.00% | −30−50.8% | Reduced |
| Kilter Group LLC | 27 | $3.40K | 0.00% | +5+22.7% | Added |
| Optima Capital LLC | 27 | $3.40K | 0.00% | +27 | New |
| Garton & Associates Financial Advisors LLC | 26 | $3.23K | 0.00% | +26 | New |
| Creative Financial Designs Inc | 25 | $3.15K | 0.00% | −48−65.8% | Reduced |
| Vermillion Wealth Management, Inc. | 25 | $3.15K | 0.00% | −4−13.8% | Reduced |
| HFM Investment Advisors, LLC | 25 | $3.15K | 0.00% | −2−7.4% | Reduced |
| New England Capital Financial Advisors LLC | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 25 | $3.15K | 0.00% | +25 | New |
| First Command Advisory Services, Inc. | 24 | $3.02K | 0.00% | +5+26.3% | Added |
| United Financial Planning Group LLC | 24 | $3.02K | 0.00% | +24 | New |
| Key Capital Management, INC | 24 | $3.02K | 0.00% | +24 | New |
| Mascoma Wealth Management LLC | 22 | $2.77K | 0.00% | −32−59.3% | Reduced |
| Fairman Group, LLC | 22 | $2.77K | 0.00% | −22−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.77K | 0.00% | +11+100.0% | Added |
| Triumph Capital Management | 21 | $2.67K | 0.00% | +21 | New |
| Horizon Financial Services, LLC | 19 | $2.39K | 0.00% | −41−68.3% | Reduced |
| Adirondack Trust Co | 19 | $2.39K | 0.00% | +19 | New |
| MPWM Advisory Solutions, LLC | 18 | $2.27K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $2.14K | 0.00% | −13−43.3% | Reduced |
| Cornerstone Financial Management LLC | 17 | $2.14K | 0.00% | +17 | New |
| IFC & Insurance Marketing, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Merrithew & Thorsten Inc | 17 | $2.00K | 0.00% | +17 | New |
| 1620 Investment Advisors, Inc. | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $1.89K | 0.00% | +15 | New |
| Aspect Partners, LLC | 14 | $1.76K | 0.00% | +8+133.3% | Added |
| Atlas Capital Advisors LLC | 14 | $1.76K | 0.00% | +14 | New |
| Piscataqua Savings Bank | 14 | $1.76K | 0.00% | +14 | New |
| Commonwealth Retirement Investments LLC | 14 | $1.76K | 0.00% | +14 | New |
| Signature Resources Capital Management, LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $1.64K | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 12 | $1.51K | 0.00% | −1−7.7% | Reduced |
| Solstein Capital, LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $1.39K | 0.00% | −1−8.3% | Reduced |
| Bare Financial Services, Inc | 11 | $1.38K | 0.00% | −8−42.1% | Reduced |
| Merited Wealth, LLC | 10 | $1.26K | 0.00% | +10 | New |
| PFS Partners, LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 8 | $1.06K | 0.00% | +8 | New |
| Caitlin John, LLC | 8 | $1.01K | 0.00% | −51−86.4% | Reduced |
| Noble Wealth Management PBC | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| United Community Bank | 7 | $881 | 0.00% | −11−61.1% | Reduced |
| Pacifica Partners Inc. | 7 | $881 | 0.00% | −5−41.7% | Reduced |
| Whipplewood Advisors, LLC | 7 | $881 | 0.00% | +7 | New |
| Strategic Advocates LLC | 6 | $758 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $755 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $630 | 0.00% | −48−90.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 5 | $629 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $629 | 0.00% | +2+66.7% | Added |
| DV Trading LLC | 5 | $629 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $627 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 4 | $504 | 0.00% | −5−55.6% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $504 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $503 | 0.00% | +1+33.3% | Added |
| Godfrey Financial Associates, Inc. | 4 | $503 | 0.00% | +4 | New |
| Benson Wealth Management INC | 4 | $503 | 0.00% | +4 | New |
| Bridge Generations Wealth Management LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $378 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 3 | $377 | 0.00% | −87−96.7% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $377 | 0.00% | −45−93.8% | Reduced |
| Anfield Capital Management, LLC | 3 | $377 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $375 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3 | $315 | 0.00% | +3 | New |
| Luken Investment Analytics, LLC | 2 | $252 | 0.00% | −189−99.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $252 | 0.00% | −10−83.3% | Reduced |
| Seneschal Advisors, LLC | 2 | $252 | 0.00% | −2−50.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 2 | $252 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 1 | $126 | 0.00% | +1 | New |
| Atomic Invest LLC | 1 | $88 | 0.00% | +1 | New |
| Cantillon Capital Management LLC | 0 | $0 | 0.00% | −1,205,716−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,004,211−100.0% | Sold out |
| Jensen Investment Management Inc | 0 | $0 | 0.00% | −883,924−100.0% | Sold out |
| Ako Capital LLP | 0 | $0 | 0.00% | −683,704−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −594,380−100.0% | Sold out |
| Bristol Gate Capital Partners Inc. | 0 | $0 | 0.00% | −416,305−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −396,043−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −394,430−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −324,909−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −281,933−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −232,421−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −179,309−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −175,714−100.0% | Sold out |
| Blue Chip Partners, Inc. | 0 | $0 | 0.00% | −129,160−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
