| Central Bank & Trust Co | 21 | $10.5K | 0.00% | −8−27.6% | Reduced |
| Abound Wealth Management | 20 | $10.0K | 0.00% | −26−56.5% | Reduced |
| Beacon Capital Management, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 20 | $10.0K | 0.00% | +3+17.6% | Added |
| IMA Wealth, Inc. | 19 | $9.54K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19 | $9.54K | 0.00% | +1+5.6% | Added |
| Valley National Advisers Inc | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $8.54K | 0.00% | −21−55.3% | Reduced |
| IAG Wealth Partners, LLC | 17 | $8.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $8.04K | 0.00% | +6+60.0% | Added |
| Thompson Siegel & Walmsley LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $7.53K | 0.00% | +6+66.7% | Added |
| Key Financial Inc | 15 | $7.53K | 0.00% | +10+200.0% | Added |
| Macroview Investment Management LLC | 14 | $7.03K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $7.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $7.03K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 12 | $6.03K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $6.03K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 11 | $6.00K | 0.00% | +4+57.1% | Added |
| SJS Investment Consulting Inc. | 11 | $5.51K | 0.00% | −1−8.3% | Reduced |
| Westside Investment Management, Inc. | 10 | $5.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $5.02K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $5.02K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $5.02K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Tradewinds Capital Management, LLC | 9 | $4.52K | 0.00% | +9 | New |
| Pier Capital, LLC | 9 | $4.52K | 0.00% | +9 | New |
| Aspire Private Capital, LLC | 8 | $4.02K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $4.00K | 0.00% | −2−20.0% | Reduced |
| Sofos Investments, Inc. | 502 | $3.66K | 0.02% | +2+0.4% | Added |
| Disciplined Investments, LLC | 7 | $3.52K | 0.00% | −1−12.5% | Reduced |
| Logan Capital Management Inc | 7 | $3.52K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $3.52K | 0.00% | +7 | New |
| Thomas J. Herzfeld Advisors, Inc. | 7 | $3.39K | 0.00% | −2−22.2% | Reduced |
| Hartford Financial Management Inc. | 6 | $3.01K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6 | $3.01K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $3.01K | 0.00% | +6 | New |
| Bollard Group LLC | 5 | $3.00K | 0.00% | +5 | New |
| Lee Financial Co | 5 | $2.51K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $2.51K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5 | $2.51K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $2.51K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.51K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 5 | $2.51K | 0.00% | +5 | New |
| Archer Investment Corp | 5 | $2.51K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 4 | $2.01K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.51K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $1.51K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $1.51K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.51K | 0.00% | +3 | New |
| NewSquare Capital LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2 | $1.00K | 0.00% | +2 | New |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1 | $533 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 1 | $503 | 0.00% | −247−99.6% | Reduced |
| True Wealth Design, LLC | 1 | $503 | 0.00% | −1−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $503 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $503 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 1 | $503 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 1 | $502 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $502 | 0.00% | +1 | New |
| Optiver Holding B.V. | 1 | $502 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| Brinker Capital Investments, LLC | 2,607 | – | – | +195+8.1% | Added |
| Orion Portfolio Solutions, LLC | 2,607 | – | – | +195+8.1% | Added |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −42,736−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −37,393−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −32,573−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −12,557−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,286−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −6,665−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −6,636−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −5,739−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −5,040−100.0% | Sold out |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |