| Strengthening Families & Communities, LLC | 33 | $3.10K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 33 | $3.10K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 35 | $3.00K | 0.00% | −75−68.2% | Reduced |
| Penserra Capital Management LLC | 39 | $3.00K | 0.00% | +3+8.3% | Added |
| Burkett Financial Services, LLC | 31 | $2.92K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 31 | $2.91K | 0.00% | 00.0% | Unchanged |
| Motco | 31 | $2.91K | 0.00% | −3−8.8% | Reduced |
| McMahon Financial Advisors, LLC | 31 | $2.91K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 31 | $2.91K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 31 | $2.91K | 0.00% | +31 | New |
| Atlantic Edge Private Wealth Management, LLC | 30 | $2.82K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 35 | $2.73K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 29 | $2.72K | 0.00% | +29 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 24 | $2.72K | 0.00% | −2−7.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 28 | $2.63K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 28 | $2.63K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 27 | $2.53K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 26 | $2.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $2.44K | 0.00% | +6+30.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 25 | $2.35K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 24 | $2.25K | 0.00% | +24 | New |
| Tucker Asset Management LLC | 24 | $2.25K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 21 | $1.97K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 21 | $1.97K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $1.88K | 0.00% | −849−97.7% | Reduced |
| Christopher J. Hasenberg, Inc | 20 | $1.81K | 0.00% | +20 | New |
| Mendota Financial Group, LLC | 19 | $1.78K | 0.00% | +2+11.8% | Added |
| Rogco, LP | 19 | $1.78K | 0.00% | −26−57.8% | Reduced |
| CGC Financial Services, LLC | 19 | $1.78K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 18 | $1.69K | 0.00% | −10−35.7% | Reduced |
| Granite FO LLC | 15 | $1.41K | 0.00% | +15 | New |
| IAG Wealth Partners, LLC | 14 | $1.31K | 0.00% | −12−46.2% | Reduced |
| Dogwood Wealth Management LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $1.13K | 0.00% | −12−50.0% | Reduced |
| Bare Financial Services, Inc | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $939 | 0.00% | −31−75.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9 | $845 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8 | $751 | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 8 | $750 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 7 | $657 | 0.00% | −1−12.5% | Reduced |
| Raffa Wealth Management, LLC | 7 | $657 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 7 | $657 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 7 | $656 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6 | $564 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 6 | $563 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 6 | $546 | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 5 | $470 | 0.00% | −39−88.6% | Reduced |
| WestEnd Advisors, LLC | 5 | $469 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 6 | $468 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $454 | 0.00% | −2−28.6% | Reduced |
| Washington Growth Strategies LLC | 36 | $396 | 0.03% | +36 | New |
| ClariVest Asset Management LLC | 5 | $394 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4 | $376 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4 | $375 | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 4 | $375 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4 | $375 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 4 | $375 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $375 | 0.00% | +4 | New |
| Peterson Wealth Services | 4 | $375 | 0.00% | +4 | New |
| Tidemark, LLC | 3 | $282 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 3 | $282 | 0.00% | +3 | New |
| Live Oak Investment Partners | – | $252 | 0.00% | – | – |
| Dixon Mitchell Investment Counsel Inc. | 2 | $188 | 0.00% | −25−92.6% | Reduced |
| Winch Advisory Services, LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 1 | $94 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 10 | $0 | 0.00% | −282−96.6% | Reduced |
| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −399,357−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −91,480−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −83,681−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −82,539−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −70,111−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −58,031−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −44,868−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −25,817−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,941−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −19,317−100.0% | Sold out |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 0 | $0 | 0.00% | −15,627−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −15,292−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −12,203−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −12,058−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,710−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −10,096−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −10,069−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,096−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −5,930−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,871−100.0% | Sold out |