| High Note Wealth, LLC | 40 | $5.96K | 0.00% | +40 | New |
| Eagle Bay Advisors LLC | 39 | $5.81K | 0.00% | −33−45.8% | Reduced |
| Salem Investment Counselors Inc | 38 | $5.66K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 38 | $5.66K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 38 | $5.66K | 0.00% | +35+1,166.7% | Added |
| Bellwether Advisors, LLC | 36 | $5.36K | 0.00% | +36 | New |
| Retirement Wealth Solutions LLC | 37 | $5.36K | 0.00% | +37 | New |
| Carolinas Wealth Consulting LLC | 34 | $5.00K | 0.00% | −3−8.1% | Reduced |
| Cape Investment Advisory, Inc. | 33 | $4.92K | 0.00% | +2+6.5% | Added |
| Bogart Wealth, LLC | 31 | $4.62K | 0.00% | +13+72.2% | Added |
| DiNuzzo Private Wealth, Inc. | 30 | $4.47K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $4.47K | 0.00% | +30 | New |
| Clark Wealth Partners | 30 | $4.47K | 0.00% | +30 | New |
| MCF Advisors LLC | 29 | $4.32K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 29 | $4.32K | 0.01% | −10−25.6% | Reduced |
| City State Bank | 29 | $4.32K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 25 | $4.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 28 | $4.17K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 26 | $3.94K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $3.73K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 24 | $3.58K | 0.00% | −19−44.2% | Reduced |
| Northwest Capital Management Inc | 24 | $3.58K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $3.16K | 0.00% | +21 | New |
| WealthTrak Capital Management LLC | 21 | $3.13K | 0.00% | +21 | New |
| Clal Insurance Enterprises Holdings Ltd | 22 | $3.00K | 0.00% | +22 | New |
| Financial Connections Group, Inc. | 22 | $3.00K | 0.00% | +22 | New |
| HighMark Wealth Management LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 20 | $2.98K | 0.00% | +4+25.0% | Added |
| Winch Advisory Services, LLC | 20 | $2.94K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 19 | $2.83K | 0.00% | +19 | New |
| Iron Horse Wealth Management, LLC | 19 | $2.83K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $2.69K | 0.00% | +18 | New |
| Hollencrest Capital Management | 18 | $2.68K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $2.68K | 0.12% | +18 | New |
| Tradewinds Capital Management, LLC | 16 | $2.38K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 15 | $2.23K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $2.09K | 0.00% | −4−22.2% | Reduced |
| Principia Wealth Advisory, LLC | 14 | $2.09K | 0.00% | +14 | New |
| Demars Financial Group, LLC | 302,131 | $2.03K | 0.07% | +300,161+15,236.6% | Added |
| Provenance Wealth Advisors, LLC | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 12 | $1.79K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $1.79K | 0.00% | +1+9.1% | Added |
| Old Second National Bank of Aurora | 12 | $1.79K | 0.00% | +12 | New |
| Noble Wealth Management PBC | 12 | $1.79K | 0.00% | +12 | New |
| Winnow Wealth LLC | 12 | $1.68K | 0.00% | +12 | New |
| Measured Risk Portfolios, Inc. | 11 | $1.64K | 0.00% | +11 | New |
| NVWM, LLC | 11 | $1.64K | 0.00% | −1−8.3% | Reduced |
| Copia Wealth Management | 10 | $1.49K | 0.00% | +10 | New |
| Sittner & Nelson, LLC | 9 | $1.34K | 0.00% | +9 | New |
| ESL Trust Services, LLC | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 8 | $1.19K | 0.00% | +8 | New |
| TD Capital Management LLC | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 7 | $1.04K | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $1.03K | 0.00% | +7 | New |
| Migdal Insurance & Financial Holdings Ltd. | 9 | $1.00K | 0.00% | −105−92.1% | Reduced |
| Bollard Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $895 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 6 | $894 | 0.00% | +6 | New |
| Chesapeake Asset Management LLC | 5 | $745 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $745 | 0.00% | +5 | New |
| Kohmann Bosshard Financial Services, LLC | 5 | $745 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $745 | 0.00% | +5 | New |
| Financial Gravity Companies, Inc. | 4 | $596 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $596 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 3 | $448 | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 2 | $300 | 0.00% | +2 | New |
| Concord Wealth Partners | 2 | $298 | 0.00% | −3−60.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2 | $298 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 6 | $0 | 0.00% | +6 | New |
| GQG Partners LLC | 0 | $0 | 0.00% | −2,799,035−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −939,252−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −685,998−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −367,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −311,666−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −127,959−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −92,628−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −84,501−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −73,482−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −47,892−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −46,992−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −41,249−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −38,181−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −38,046−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −26,931−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −26,037−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −21,818−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −21,219−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −20,377−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −19,633−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −12,986−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −12,797−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,428−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −9,036−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −7,917−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −7,526−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |