| IAG Wealth Partners, LLC | 26 | $294 | 0.00% | +26 | New |
| Wealth Enhancement Trust Services, Inc. | 26 | $294 | 0.00% | +26 | New |
| CGC Financial Services, LLC | 25 | $283 | 0.00% | −47−65.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 25 | $283 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 24 | $272 | 0.00% | −12−33.3% | Reduced |
| Hoey Investments, Inc | 24 | $272 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $271 | 0.00% | −34−58.6% | Reduced |
| Comprehensive Financial Planning, Inc. | 23 | $260 | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 21 | $238 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $227 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $227 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 20 | $227 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 20 | $226 | 0.00% | −165−89.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 20 | $226 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 20 | $226 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 20 | $226 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 20 | $226 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 19 | $215 | 0.00% | +16+533.3% | Added |
| Premier Financial Group | 19 | $215 | 0.00% | +19 | New |
| Strive Financial Group ,LLC | 19 | $215 | 0.00% | +19 | New |
| Mark Sheptoff Financial Planning, LLC | 18 | $204 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $204 | 0.00% | +1+5.9% | Added |
| JNBA Financial Advisors | 17 | $193 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 16 | $181 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 16 | $181 | 0.00% | +16 | New |
| Central Trust Co | 15 | $170 | 0.00% | −104−87.4% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $170 | 0.00% | −103−87.3% | Reduced |
| Colonial Trust Advisors | 15 | $170 | 0.00% | −25−62.5% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $170 | 0.00% | −1−6.3% | Reduced |
| Lavaca Capital LLC | 15 | $170 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $170 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $170 | 0.00% | +5+50.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 14 | $158 | 0.00% | +14 | New |
| Tidemark, LLC | 13 | $147 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 13 | $147 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $136 | 0.00% | −6−33.3% | Reduced |
| Leo H. Evart, Inc. | 12 | $136 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 12 | $136 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 11 | $124 | 0.00% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 10 | $114 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $114 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $114 | 0.00% | +10 | New |
| Corsicana & Co. | 10 | $113 | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 10 | $113 | 0.00% | +10 | New |
| Centennial Bank | 9 | $102 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $102 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $91 | 0.00% | −10−55.6% | Reduced |
| Birchbrook, Inc. | 8 | $91 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $90 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 6 | $68 | 0.00% | −85−93.4% | Reduced |
| Strengthening Families & Communities, LLC | 6 | $68 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6 | $68 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 6 | $68 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $67 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $60 | 0.00% | +5 | New |
| Raelipskie Partnership | 5 | $57 | 0.00% | −25−83.3% | Reduced |
| Princeton Global Asset Management LLC | 5 | $57 | 0.00% | −8−61.5% | Reduced |
| Mechanics Financial Corp | 5 | $57 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $57 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 5 | $57 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5 | $56 | 0.00% | −20−80.0% | Reduced |
| Crewe Advisors LLC | 4 | $46 | 0.00% | −7−63.6% | Reduced |
| WPG Advisers, LLC | 4 | $45 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $34 | 0.00% | −2−40.0% | Reduced |
| Your Advocates Ltd., LLP | 3 | $34 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3 | $34 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1 | $11 | 0.00% | −66−98.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| Global Trust Asset Management, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −7−31.8% | Reduced |
| Coston, McIsaac & Partners | 64 | $0 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 715 | – | – | +624+685.7% | Added |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −3,895,949−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −645,533−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −415,058−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −414,224−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −408,819−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −346,671−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −205,231−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −125,439−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −93,245−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −47,142−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −34,458−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −30,532−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −27,273−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −23,010−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −21,994−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −18,693−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −18,420−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,998−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −15,281−100.0% | Sold out |
| Sagewood Asset Management LP | 0 | $0 | 0.00% | −13,906−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −13,855−100.0% | Sold out |
| Kickstand Ventures, LLC. | 0 | $0 | 0.00% | −12,390−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,442−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |