| Synergy Investment Management, LLC | 29 | $7.66K | 0.00% | +22+314.3% | Added |
| Torren Management, LLC | 29 | $7.55K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 28 | $7.29K | 0.00% | +28 | New |
| Accent Capital Management, LLC | 28 | $7.29K | 0.00% | −12−30.0% | Reduced |
| Fedenia Advisers LLC | 28 | $7.29K | 0.00% | +28 | New |
| BOK Financial Private Wealth, Inc. | 27 | $7.03K | 0.00% | +27 | New |
| Planning Strategies Inc. | 27 | $7.03K | 0.00% | +27 | New |
| Pier Capital, LLC | 26 | $6.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $6.51K | 0.00% | −3−10.7% | Reduced |
| Private Wealth Management Group, LLC | 24 | $6.25K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 24 | $6.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 24 | $6.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $6.25K | 0.00% | +7+41.2% | Added |
| Ameriflex Group, Inc. | 24 | $6.25K | 0.00% | +24 | New |
| Atlantic Trust, LLC | 23 | $5.99K | 0.00% | −30−56.6% | Reduced |
| Hollencrest Capital Management | 22 | $5.73K | 0.00% | −178−89.0% | Reduced |
| Principia Wealth Advisory, LLC | 21 | $5.47K | 0.00% | +3+16.7% | Added |
| REAP Financial Group, LLC | 21 | $5.47K | 0.00% | +21 | New |
| Oakworth Capital, Inc. | 20 | $5.29K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $5.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $4.95K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $4.95K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $4.69K | 0.00% | +10+125.0% | Added |
| Hughes Financial Services, LLC | 18 | $4.69K | 0.00% | +3+20.0% | Added |
| Valley National Advisers Inc | 17 | $4.43K | 0.00% | +17 | New |
| Heritage Wealth Advisors | 17 | $4.43K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 16 | $4.17K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $4.17K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 16 | $4.17K | 0.00% | +16 | New |
| JNBA Financial Advisors | 15 | $3.91K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 14 | $3.65K | 0.00% | +5+55.6% | Added |
| Quaker Wealth Management, LLC | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $3.12K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 12 | $3.12K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 27 | $3.00K | 0.00% | +2+8.0% | Added |
| Capital Analysts, LLC | 10 | $3.00K | 0.00% | +2+25.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 10 | $2.60K | 0.00% | +4+66.7% | Added |
| LifeSteps Financial, Inc. | 10 | $2.60K | 0.00% | +10 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $2.34K | 0.00% | +1+12.5% | Added |
| Aspect Partners, LLC | 8 | $2.17K | 0.00% | −13−61.9% | Reduced |
| North Star Investment Management Corp. | 8 | $2.08K | 0.00% | −46−85.2% | Reduced |
| Motco | 8 | $2.08K | 0.00% | +8 | New |
| Davis Capital Management | 8 | $2.08K | 0.00% | +8 | New |
| Washington Trust Advisors, Inc. | 8 | $2.08K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $2.08K | 0.00% | −49−86.0% | Reduced |
| High Point Wealth Management, LLC | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.82K | 0.00% | +5+250.0% | Added |
| Creative Capital Management Investments LLC | 7 | $1.82K | 0.00% | +7 | New |
| Princeton Global Asset Management LLC | 6 | $1.56K | 0.00% | −40−87.0% | Reduced |
| Tripletail Wealth Management, LLC | 6 | $1.56K | 0.00% | −29−82.9% | Reduced |
| WestEnd Advisors, LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 6 | $1.56K | 0.00% | +6 | New |
| Gen-Wealth Partners Inc | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Buck Wealth Strategies, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −17−89.5% | Reduced |
| First Pacific Financial | 3 | $782 | 0.00% | −39−92.9% | Reduced |
| MCF Advisors LLC | 3 | $782 | 0.00% | −18−85.7% | Reduced |
| PayPay Securities Corp | 3 | $781 | 0.03% | −5−62.5% | Reduced |
| Tidemark, LLC | 3 | $781 | 0.00% | +1+50.0% | Added |
| DecisionPoint Financial, LLC | 2 | $529 | 0.00% | +1+100.0% | Added |
| Seneschal Advisors, LLC | 2 | $521 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $521 | 0.01% | +1+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 2 | $521 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $521 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $495 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 1 | $261 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $261 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $260 | 0.00% | −13−92.9% | Reduced |
| Grove Bank & Trust | 1 | $260 | 0.00% | −1−50.0% | Reduced |
| Concord Wealth Partners | 1 | $260 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $260 | 0.00% | +1 | New |
| Cordant, Inc. | 1 | $152 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,085,198−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −322,570−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −271,800−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −170,371−100.0% | Sold out |
| One Madison Group LLC | 0 | $0 | 0.00% | −140,900−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −131,258−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −117,832−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −117,437−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −72,286−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −72,126−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −70,523−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −57,636−100.0% | Sold out |
| KR Capital LP | 0 | $0 | 0.00% | −53,068−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −48,563−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −46,929−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −43,683−100.0% | Sold out |
| Clear Street Group Inc. | 0 | $0 | 0.00% | −40,838−100.0% | Sold out |