| Guerra Advisors Inc | 25 | $1.88K | 0.00% | +25 | New |
| Aviso Financial Inc. | 25 | $1.88K | 0.00% | +25 | New |
| Bay Harbor Wealth Management, LLC | 24 | $1.80K | 0.00% | +2+9.1% | Added |
| Beaird Harris Wealth Management, LLC | 23 | $1.73K | 0.00% | +23 | New |
| Redmont Wealth Advisors LLC | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $1.65K | 0.00% | +7+46.7% | Added |
| Wolff Wiese Magana LLC | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 21 | $1.58K | 0.00% | +2+10.5% | Added |
| Turning Point Benefit Group, Inc. | 20 | $1.51K | 0.00% | +20 | New |
| Newton One Investments LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19 | $1.43K | 0.00% | +19 | New |
| DecisionPoint Financial, LLC | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $1.35K | 0.00% | +3+20.0% | Added |
| Quarry LP | 17 | $1.28K | 0.00% | −1,241−98.6% | Reduced |
| ORG Wealth Partners, LLC | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $1.13K | 0.00% | +10+200.0% | Added |
| CBIZ Investment Advisory Services, LLC | 15 | $1.13K | 0.00% | −46−75.4% | Reduced |
| Valued Wealth Advisors LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $1.13K | 0.00% | +8+114.3% | Added |
| Pineridge Advisors LLC | 14 | $1.05K | 0.00% | −28−66.7% | Reduced |
| Horizon Bancorp Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 13 | $978 | 0.00% | +13 | New |
| SIMA Wealth Partners, LLC | 13 | $977 | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 13 | $976 | 0.00% | −6−31.6% | Reduced |
| Proffitt & Goodson Inc | 12 | $902 | 0.00% | +8+200.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 12 | $901 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 12 | $901 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 11 | $826 | 0.00% | +6+120.0% | Added |
| United Financial Planning Group LLC | 11 | $826 | 0.00% | +11 | New |
| Goodman Advisory Group, LLC | 10 | $752 | 0.00% | +10 | New |
| Hurley Capital, LLC | 10 | $751 | 0.00% | −123−92.5% | Reduced |
| Hoey Investments, Inc | 10 | $751 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 9 | $685 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 9 | $679 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $676 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $601 | 0.00% | −227−96.6% | Reduced |
| Centennial Bank | 8 | $601 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 7 | $526 | 0.00% | −3−30.0% | Reduced |
| Legacy Wealth Managment, LLC | 7 | $526 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 7 | $526 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7 | $526 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 7 | $514 | 0.00% | −336−98.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $475 | 0.00% | −1,033−99.4% | Reduced |
| Quaker Wealth Management, LLC | 6 | $451 | 0.00% | −2−25.0% | Reduced |
| WFA of San Diego, LLC | 6 | $451 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $451 | 0.00% | +6 | New |
| Crews Bank & Trust | 6 | $451 | 0.00% | +6 | New |
| Fairway Wealth LLC | 5 | $377 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 5 | $377 | 0.00% | +5 | New |
| Comprehensive Financial Planning, Inc. | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $300 | 0.00% | +4 | New |
| Chung Wu Investment Group, LLC | 3 | $225 | 0.00% | +3 | New |
| Luminist Capital LLC | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 2 | $150 | 0.00% | −500−99.6% | Reduced |
| Lavaca Capital LLC | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1 | $75 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 122 | $27 | 0.00% | +122 | New |
| First PREMIER Bank | 6 | $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 |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −1,255,757−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,118,529−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −826,189−100.0% | Sold out |
| Vestal Point Capital, LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −678,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −564,498−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −532,280−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| LTS One Management LP | 0 | $0 | 0.00% | −340,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −246,672−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −155,425−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −121,190−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −99,860−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −96,697−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −84,276−100.0% | Sold out |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −78,647−100.0% | Sold out |
| Chapman Investment Management, LLC | 0 | $0 | 0.00% | −71,677−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −71,411−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −55,606−100.0% | Sold out |