| TD Capital Management LLC | 28 | $9.23K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 27 | $8.88K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 27 | $8.88K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 27 | $8.88K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 25 | $8.22K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 25 | $8.22K | 0.01% | +25 | New |
| Legacy Wealth Managment, LLC | 24 | $7.90K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 24 | $7.90K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 24 | $7.90K | 0.00% | +24 | New |
| Tower View Investment Management & Research LLC | 23 | $7.64K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 23 | $7.57K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 22 | $7.24K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 22 | $7.24K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $6.91K | 0.00% | −7−25.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 21 | $6.91K | 0.00% | +15+250.0% | Added |
| Cranbrook Wealth Management, LLC | 21 | $6.79K | 0.00% | +12+133.3% | Added |
| Morton Brown Family Wealth, LLC | 20 | $6.67K | 0.00% | +20 | New |
| Morgan Dempsey Capital Management LLC | 20 | $6.58K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 20 | $6.58K | 0.00% | +2+11.1% | Added |
| 1 North Wealth Services LLC | 20 | $6.58K | 0.00% | +20 | New |
| BFSG, LLC | 19 | $6.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $5.92K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $5.92K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $5.92K | 0.00% | +5+38.5% | Added |
| WealthTrak Capital Management LLC | 18 | $5.92K | 0.01% | +13+260.0% | Added |
| Parvin Asset Management, LLC | 18 | $5.92K | 0.01% | +18 | New |
| SJS Investment Consulting Inc. | 17 | $5.59K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 17 | $5.59K | 0.00% | +17 | New |
| Aspect Partners, LLC | 16 | $5.26K | 0.00% | −4−20.0% | Reduced |
| Tradewinds Capital Management, LLC | 16 | $5.26K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 15 | $4.93K | 0.00% | −82−84.5% | Reduced |
| Wolff Wiese Magana LLC | 15 | $4.93K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $4.93K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15 | $4.93K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 15 | $4.93K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 15 | $4.93K | 0.00% | +10+200.0% | Added |
| Hughes Financial Services, LLC | 14 | $4.63K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 14 | $4.63K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $4.61K | 0.00% | −9−39.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $4.61K | 0.00% | +2+16.7% | Added |
| McIlrath & Eck, LLC | 12 | $3.95K | 0.00% | −475−97.5% | Reduced |
| Red Tortoise LLC | 12 | $3.95K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11 | $3.72K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $3.62K | 0.00% | +7+175.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 11 | $3.62K | 0.00% | +11 | New |
| N.E.W. Advisory Services LLC | 11 | $3.62K | 0.00% | +11 | New |
| Rakuten Securities, Inc. | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.29K | 0.00% | +6+150.0% | Added |
| Winnow Wealth LLC | 10 | $3.26K | 0.00% | +3+42.9% | Added |
| Fiduciary Advisors, Inc. | 9 | $3.02K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $3.00K | 0.00% | +8 | New |
| New Age Alpha Advisors, LLC | 9 | $2.96K | 0.00% | −4,403−99.8% | Reduced |
| Wood Tarver Financial Group, LLC | 9 | $2.96K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9 | $2.96K | 0.00% | +3+50.0% | Added |
| Wealth Preservation Advisors, LLC | 9 | $2.96K | 0.00% | +9 | New |
| MB, Levis & Associates, LLC | 9 | $2.83K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8 | $2.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $2.56K | 0.00% | +5+166.7% | Added |
| Trifecta Capital Advisors, LLC | 7 | $2.30K | 0.00% | −3−30.0% | Reduced |
| Darwin Advisors, LLC | 8 | $2.25K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 6 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.97K | 0.00% | −4−40.0% | Reduced |
| Dogwood Wealth Management LLC | 6 | $1.97K | 0.00% | +6 | New |
| Cheviot Value Management, LLC | 5 | $1.67K | 0.00% | +5 | New |
| Ruedi Wealth Management, Inc. | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 5 | $1.65K | 0.00% | +5 | New |
| Acima Private Wealth, LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $1.32K | 0.00% | +4 | New |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $987 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 3 | $987 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 3 | $987 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $987 | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 3 | $977 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $658 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $658 | 0.00% | +2 | New |
| Greenline Partners, LLC | 2 | $658 | 0.00% | +2 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −383,460−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −145,366−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −98,003−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −66,769−100.0% | Sold out |
| Parsifal Capital Management, LP | 0 | $0 | 0.00% | −64,380−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −61,360−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −58,170−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −56,385−100.0% | Sold out |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −45,200−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25,158−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −24,329−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −22,966−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,128−100.0% | Sold out |