| Harbor Investment Advisory, LLC | 114 | $6.72K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 114 | $6.72K | 0.00% | +114 | New |
| North Star Investment Management Corp. | 100 | $5.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 88 | $5.18K | 0.00% | −101−53.4% | Reduced |
| Dunhill Financial, LLC | 87 | $5.16K | 0.00% | −8−8.4% | Reduced |
| Motco | 87 | $5.13K | 0.00% | +87 | New |
| Wolff Wiese Magana LLC | 85 | $5.01K | 0.00% | +75+750.0% | Added |
| Hemington Wealth Management | 95 | $5.00K | 0.00% | −30−24.0% | Reduced |
| AllSquare Wealth Management LLC | 83 | $4.89K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 81 | $4.77K | 0.01% | −28−25.7% | Reduced |
| City State Bank | 80 | $4.71K | 0.00% | +80 | New |
| FSC Wealth Advisors, LLC | 79 | $4.66K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 75 | $4.42K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 74 | $4.36K | 0.00% | +74 | New |
| Moisand Fitzgerald Tamayo, LLC | 72 | $4.24K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 69 | $4.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 66 | $3.89K | 0.00% | −95−59.0% | Reduced |
| Tidemark, LLC | 64 | $3.77K | 0.00% | −63−49.6% | Reduced |
| Frazier Financial Advisors, LLC | 63 | $3.71K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 57 | $3.36K | 0.00% | +57 | New |
| Carolinas Wealth Consulting LLC | 55 | $3.24K | 0.00% | +40+266.7% | Added |
| Abound Wealth Management | 54 | $3.19K | 0.00% | −70−56.5% | Reduced |
| Medallion Wealth Advisors, LLC | 54 | $3.17K | 0.00% | +39+260.0% | Added |
| Avion Wealth | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $2.95K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 47 | $2.77K | 0.00% | +39+487.5% | Added |
| Signature Resources Capital Management, LLC | 47 | $2.77K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 46 | $2.69K | 0.00% | +1+2.2% | Added |
| JFS Wealth Advisors, LLC | 42 | $2.48K | 0.00% | −56−57.1% | Reduced |
| PFG Private Wealth Management, LLC | 42 | $2.48K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 43 | $2.44K | 0.00% | +1+2.4% | Added |
| Asset Dedication, LLC | 40 | $2.36K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $2.23K | 0.00% | +38 | New |
| UMA Financial Services, Inc. | 36 | $2.12K | 0.00% | +36 | New |
| Rialto Wealth Management, LLC | 36 | $2.12K | 0.00% | +36 | New |
| Horizon Financial Services, LLC | 33 | $1.94K | 0.00% | +33 | New |
| Brown, Lisle/Cummings, Inc. | 30 | $1.77K | 0.00% | +30 | New |
| Capital A Wealth Management, LLC | 28 | $1.65K | 0.00% | −65−69.9% | Reduced |
| NVWM, LLC | 25 | $1.47K | 0.00% | +8+47.1% | Added |
| Creative Financial Designs Inc | 23 | $1.35K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 23 | $1.35K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 23 | $1.35K | 0.00% | +23 | New |
| Graney & King, LLC | 23 | $1.35K | 0.00% | +23 | New |
| Park Place Capital Corp | 22 | $1.30K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.18K | 0.00% | +10+100.0% | Added |
| Iron Horse Wealth Management, LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 20 | $1.18K | 0.00% | +20 | New |
| Clark Wealth Partners | 19 | $1.12K | 0.00% | +2+11.8% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $1.06K | 0.00% | −10−35.7% | Reduced |
| Albion Financial Group | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | −6,374−99.8% | Reduced |
| Financial Management Professionals, Inc. | 16 | $943 | 0.00% | −64−80.0% | Reduced |
| Cranbrook Wealth Management, LLC | 14 | $847 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 14 | $825 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 14 | $825 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 13 | $756 | 0.00% | +9+225.0% | Added |
| Archer Investment Corp | 12 | $710 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 12 | $707 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $673 | 0.00% | +6+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 11 | $648 | 0.00% | −292−96.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $590 | 0.00% | −254−96.2% | Reduced |
| TFC Financial Management | 10 | $590 | 0.00% | −20−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $531 | 0.00% | −5−35.7% | Reduced |
| Wood Tarver Financial Group, LLC | 9 | $531 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $530 | 0.00% | +5+125.0% | Added |
| Logan Capital Management Inc | 7 | $412 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $354 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $295 | 0.00% | −18−78.3% | Reduced |
| Tradewinds Capital Management, LLC | 5 | $295 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $295 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $294 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $285 | 0.00% | −2−28.6% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $236 | 0.00% | −1−20.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $235 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $177 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 2 | $118 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $118 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $118 | 0.00% | +2 | New |
| GPS Wealth Strategies Group, LLC | 1 | $59 | 0.00% | −224−99.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $59 | 0.00% | +1 | New |
| Horizon Bancorp Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −5,374,322−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −863,409−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −398,812−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −358,176−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −343,190−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −336,325−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −134,947−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −88,012−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −85,373−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −84,841−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −83,552−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −80,908−100.0% | Sold out |
| VeriStar Capital Management LP | 0 | $0 | 0.00% | −73,864−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −70,066−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −67,237−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −42,759−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −42,070−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −41,614−100.0% | Sold out |