| Strategic Investment Solutions, Inc. | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 149 | $7.57K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 141 | $7.15K | 0.00% | +1+0.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 110 | $6.97K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 137 | $6.96K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 136 | $6.91K | 0.00% | +136 | New |
| Prestige Wealth Management Group LLC | 134 | $6.81K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 125 | $6.35K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 120 | $6.09K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 120 | $6.09K | 0.01% | +5+4.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 110 | $5.63K | 0.00% | +2+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 110 | $5.59K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 104 | $5.32K | 0.00% | −17−14.0% | Reduced |
| Reuter James Wealth Management, LLC | 101 | $5.15K | 0.00% | +101 | New |
| Dunhill Financial, LLC | 100 | $5.09K | 0.00% | +68+212.5% | Added |
| Bellevue Asset Management, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 99 | $5.03K | 0.00% | +22+28.6% | Added |
| Hazlett, Burt & Watson, Inc. | 101 | $5.00K | 0.00% | −515−83.6% | Reduced |
| Cedar Mountain Advisors, LLC | 90 | $4.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 86 | $4.37K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 80 | $4.06K | 0.00% | +80 | New |
| TSFG, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 77 | $3.91K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 76 | $3.85K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 75 | $3.81K | 0.00% | +75 | New |
| Heritage Wealth Advisors | 70 | $3.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 65 | $3.30K | 0.00% | −1,126−94.5% | Reduced |
| Creekmur Asset Management LLC | 64 | $3.25K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 55 | $2.79K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 54 | $2.74K | 0.00% | +38+237.5% | Added |
| Northwest Financial Advisors | 54 | $2.74K | 0.00% | +54 | New |
| Concord Wealth Partners | 51 | $2.57K | 0.00% | −142−73.6% | Reduced |
| Planning Capital Management Corp | 51 | $2.57K | 0.00% | +1+2.0% | Added |
| Atwood & Palmer Inc | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 49 | $2.49K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 47 | $2.39K | 0.00% | −1−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 46 | $2.34K | 0.00% | −24−34.3% | Reduced |
| Independence Bank of Kentucky | 45 | $2.29K | 0.00% | +45 | New |
| Proffitt & Goodson Inc | 38 | $1.93K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 38 | $1.93K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 35 | $1.79K | 0.00% | +17+94.4% | Added |
| TFC Financial Management | 34 | $1.73K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 33 | $1.68K | 0.00% | +14+73.7% | Added |
| Core Alternative Capital | 32 | $1.63K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 28 | $1.42K | 0.00% | +28 | New |
| Peterson Wealth Services | 28 | $1.42K | 0.00% | +28 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $1.17K | 0.00% | −23−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 19 | $965 | 0.00% | +19 | New |
| ClariVest Asset Management LLC | 18 | $875 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 17 | $875 | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 15 | $762 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $660 | 0.06% | −33−71.7% | Reduced |
| ORG Partners LLC | 13 | $660 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 12 | $616 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 12 | $609 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $559 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $559 | 0.00% | +11 | New |
| Clear Investment Research, LLC | 10 | $515 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $515 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $508 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $508 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 8 | $406 | 0.00% | −220−96.5% | Reduced |
| Colonial Trust Co | 7 | $361 | 0.00% | −148−95.5% | Reduced |
| Painted Porch Advisors LLC | 6 | $305 | 0.00% | −102−94.4% | Reduced |
| Pathway Financial Advisers, LLC | 13,642 | $269 | 0.00% | +13,374+4,990.3% | Added |
| Bear Mountain Capital, Inc. | 5 | $264 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5 | $257 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $254 | 0.00% | −4−44.4% | Reduced |
| Northwest Capital Management Inc | 4 | $222 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $203 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3 | $152 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 2 | $102 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $51 | 0.00% | +1 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | −201−100.0% | Reduced |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Columbia Asset Management | 13,431 | – | – | +411+3.2% | Added |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −832,930−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −540,829−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −353,929−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −329,227−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −292,528−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −285,695−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −119,938−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −110,114−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −108,903−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −100,375−100.0% | Sold out |