| Old Second National Bank of Aurora | 76 | $7.81K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 72 | $7.53K | 0.00% | +1+1.4% | Added |
| Hughes Financial Services, LLC | 71 | $7.48K | 0.00% | +5+7.6% | Added |
| Johnson Financial Group, Inc. | 70 | $7.19K | 0.00% | −257−78.6% | Reduced |
| Westside Investment Management, Inc. | 69 | $7.16K | 0.00% | +69 | New |
| Hemington Wealth Management | 71 | $7.00K | 0.00% | −24−25.3% | Reduced |
| Roble, Belko & Company, Inc | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 67 | $6.92K | 0.00% | +58+644.4% | Added |
| Glen Eagle Advisors, LLC | 66 | $6.79K | 0.00% | −75−53.2% | Reduced |
| LGT Financial Advisors LLC | 66 | $6.74K | 0.02% | +3+4.8% | Added |
| Main Street Group, LTD | 65 | $6.68K | 0.00% | −217−77.0% | Reduced |
| Aviso Financial Inc. | 65 | $6.68K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 65 | $6.68K | 0.01% | +65 | New |
| Fortitude Family Office, LLC | 64 | $6.58K | 0.00% | +45+236.8% | Added |
| YANKCOM Partnership | 64 | $6.57K | 0.00% | −7,976−99.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 62 | $6.52K | 0.01% | −23−27.1% | Reduced |
| Essential Partners LLC | 62 | $6.37K | 0.00% | +62 | New |
| Cape Investment Advisory, Inc. | 61 | $6.27K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $6.27K | 0.00% | +61 | New |
| Kennebec Savings Bank | 60 | $6.16K | 0.01% | −1,384−95.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 60 | $6.16K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 60 | $6.16K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 59 | $6.06K | 0.00% | −136−69.7% | Reduced |
| Creative Capital Management Investments LLC | 57 | $5.86K | 0.00% | +55+2,750.0% | Added |
| Highline Wealth Partners LLC | 54 | $5.55K | 0.00% | +25+86.2% | Added |
| Bartlett & Co. Wealth Management LLC | 52 | $5.34K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 51 | $5.24K | 0.00% | +51 | New |
| Kiker Wealth Management, LLC | 50 | $5.14K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $5.14K | 0.00% | +33+194.1% | Added |
| Garde Capital, Inc. | 50 | $5.14K | 0.00% | +50 | New |
| Boreal Capital Management LLC | 50 | $5.14K | 0.00% | +50 | New |
| True Wealth Design, LLC | 48 | $4.94K | 0.00% | +24+100.0% | Added |
| Pacifica Partners Inc. | 49 | $4.93K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 48 | $4.93K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $4.52K | 0.00% | +44 | New |
| Transce3nd, LLC | 40 | $4.11K | 0.00% | −49−55.1% | Reduced |
| Dunhill Financial, LLC | 39 | $4.10K | 0.00% | −32−45.1% | Reduced |
| IAG Wealth Partners, LLC | 36 | $3.70K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 35 | $3.60K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.60K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $3.60K | 0.00% | +10+40.0% | Added |
| Raffa Wealth Management, LLC | 33 | $3.39K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 32 | $3.29K | 0.00% | −16−33.3% | Reduced |
| Red Tortoise LLC | 30 | $3.08K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 28 | $2.88K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $2.88K | 0.00% | +7+33.3% | Added |
| TFC Financial Management | 24 | $2.47K | 0.00% | +24 | New |
| Newbridge Financial Services Group, Inc. | 23 | $2.36K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.26K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 22 | $2.26K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $2.26K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.16K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 21 | $2.16K | 0.00% | −5−19.2% | Reduced |
| Scarborough Advisors, LLC | 20 | $2.06K | 0.00% | +20 | New |
| Signature Resources Capital Management, LLC | 19 | $1.95K | 0.00% | +19 | New |
| Tradewinds Capital Management, LLC | 18 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.75K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.44K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 14 | $1.44K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 13 | $1.33K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 13 | $1.33K | 0.00% | +13 | New |
| Perritt Capital Management Inc | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $1.13K | 0.00% | +11 | New |
| Wolff Wiese Magana LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $1.03K | 0.00% | +6+150.0% | Added |
| Stephens Consulting, LLC | 10 | $1.03K | 0.00% | +10 | New |
| St Germain D J Co Inc | 10 | $1.03K | 0.00% | −35−77.8% | Reduced |
| Quaker Wealth Management, LLC | 8 | $822 | 0.00% | +8 | New |
| Logan Capital Management Inc | 5 | $514 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $514 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $206 | 0.00% | −11−84.6% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $205 | 0.00% | −9−81.8% | Reduced |
| IMA Wealth, Inc. | 2 | $205 | 0.00% | +2 | New |
| Loomis Sayles & Co L P | 0 | $40 | 0.00% | 0 | New |
| Heritage Wealth Advisors | 0 | $7 | 0.00% | 0 | Unchanged |
| Wealth Watch Advisors, INC | 93 | – | – | +93 | New |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −1,300,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,035,912−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −733,569−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −112,576−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −100,939−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −99,857−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −86,860−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −79,830−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −53,163−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −45,309−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −43,997−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −31,773−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −26,061−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −24,185−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −18,250−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −18,252−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −15,325−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −15,034−100.0% | Sold out |