| Atwood & Palmer Inc | 35 | $13.9K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $13.9K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 33 | $13.1K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 33 | $13.1K | 0.01% | +33 | New |
| Bravera Wealth | 32 | $12.7K | 0.00% | −44−57.9% | Reduced |
| IAG Wealth Partners, LLC | 32 | $12.7K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 31 | $12.0K | 0.00% | −8−20.5% | Reduced |
| Arlington Trust Co LLC | 30 | $11.9K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 30 | $11.9K | 0.00% | +30 | New |
| Activest Wealth Management | 28 | $11.1K | 0.00% | −138−83.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 28 | $11.1K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 28 | $11.1K | 0.01% | +10+55.6% | Added |
| Cherry Tree Wealth Management, LLC | 27 | $10.7K | 0.00% | −25−48.1% | Reduced |
| Rocky Mountain Advisers, LLC | 27 | $10.7K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 27 | $10.7K | 0.00% | +1+3.8% | Added |
| Pacifica Partners Inc. | 28 | $10.6K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 26 | $10.3K | 0.01% | +1+4.0% | Added |
| Delos Wealth Advisors, LLC | 26 | $10.3K | 0.01% | +3+13.0% | Added |
| LGT Financial Advisors LLC | 26 | $10.1K | 0.05% | +1+4.0% | Added |
| Hoey Investments, Inc | 24 | $9.53K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 24 | $9.53K | 0.00% | +10+71.4% | Added |
| Gill Capital Partners, LLC | 24 | $9.53K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 23 | $9.13K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $9.13K | 0.00% | +22+2,200.0% | Added |
| Monetary Solutions, Ltd | 22 | $8.74K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $8.74K | 0.00% | +8+57.1% | Added |
| American Capital Advisory, LLC | 21 | $8.34K | 0.00% | +2+10.5% | Added |
| Proffitt & Goodson Inc | 21 | $8.34K | 0.00% | +21 | New |
| Hartford Financial Management Inc. | 20 | $7.94K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $7.94K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 20 | $7.94K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 19 | $7.55K | 0.01% | 00.0% | Unchanged |
| Networth Advisors, LLC | 18 | $7.15K | 0.00% | −24−57.1% | Reduced |
| Tompkins Financial Corp | 18 | $7.15K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 17 | $6.75K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 17 | $6.75K | 0.06% | +17 | New |
| Vermillion Wealth Management, Inc. | 16 | $6.36K | 0.00% | −38−70.4% | Reduced |
| Philadelphia Investment Partners, LLC | 15 | $6.25K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14 | $5.56K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 14 | $5.56K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 14 | $5.42K | 0.02% | +14 | New |
| Redwood Park Advisors LLC | 13 | $5.24K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 14 | $5.21K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $5.16K | 0.00% | +6+85.7% | Added |
| Key Capital Management, INC | 13 | $5.16K | 0.00% | +5+62.5% | Added |
| Financial Consulate, Inc | 11 | $4.37K | 0.00% | +2+22.2% | Added |
| FWL Investment Management, LLC | 11 | $4.37K | 0.00% | +11 | New |
| CBIZ Investment Advisory Services, LLC | 13 | $4.14K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 10 | $3.98K | 0.00% | +10 | New |
| Caldwell Sutter Capital, Inc. | 10 | $3.97K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $3.97K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10 | $3.97K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 10 | $3.97K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.97K | 0.00% | +2+25.0% | Added |
| Aviso Financial Inc. | 10 | $3.97K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $3.97K | 0.00% | +2+25.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 9 | $3.58K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $3.58K | 0.00% | +1+12.5% | Added |
| Quaker Wealth Management, LLC | 9 | $3.58K | 0.00% | +2+28.6% | Added |
| GoalVest Advisory LLC | 9 | $3.58K | 0.00% | +2+28.6% | Added |
| Morton Brown Family Wealth, LLC | 9 | $3.58K | 0.00% | +9 | New |
| GGM Financials LLC | 8 | $3.19K | 0.00% | +8 | New |
| PayPay Securities Corp | 8 | $3.18K | 0.12% | −1−11.1% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 8 | $3.18K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 7 | $2.78K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $2.38K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 6 | $2.38K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 6 | $2.34K | 0.00% | +6 | New |
| CWM Advisors, LLC | 5 | $2.02K | 0.00% | −10−66.7% | Reduced |
| Benson Wealth Management INC | 5 | $1.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5 | $1.99K | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 5 | $1.99K | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $1.95K | 0.00% | +3+150.0% | Added |
| Mosley Wealth Management | 4 | $1.59K | 0.00% | −69−94.5% | Reduced |
| Seneschal Advisors, LLC | 4 | $1.59K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $1.59K | 0.00% | +2+100.0% | Added |
| Lodestone Wealth Management LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3 | $1.19K | 0.00% | +3 | New |
| Strive Financial Group ,LLC | 3 | $1.19K | 0.00% | +3 | New |
| Downshift Financial, LLC | 3 | $1.19K | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $1.06K | 0.00% | +3 | New |
| Navigoe, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Kimelman & Baird, LLC | 2 | $795 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $794 | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $781 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $398 | 0.00% | +1 | New |
| Mechanics Financial Corp | 1 | $397 | 0.00% | +1 | New |
| Sankala Group LLC | 1 | $372 | 0.00% | +1 | New |
| Burkett Financial Services, LLC | 0 | $127 | 0.00% | 0 | Unchanged |
| Loomis Sayles & Co L P | 0 | $97 | 0.00% | 0 | Unchanged |
| CKW Financial Group | 1 | $0 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 2,329 | – | – | −1,251−34.9% | Reduced |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −693,623−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −472,294−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −158,461−100.0% | Sold out |
| Agave Capital Management Ltd | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −115,400−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −104,474−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
