| Richardson Financial Services Inc. | 66 | $2.01K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 55 | $2.00K | 0.00% | −441−88.9% | Reduced |
| CKW Financial Group | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $1.95K | 0.00% | +36+128.6% | Added |
| Capital A Wealth Management, LLC | 63 | $1.91K | 0.00% | −35−35.7% | Reduced |
| Greenline Partners, LLC | 62 | $1.89K | 0.00% | +62 | New |
| Pinnacle Financial Partners Inc | 60 | $1.84K | 0.00% | −7,936−99.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 60 | $1.83K | 0.00% | +60 | New |
| Webster Bank, N. A. | 57 | $1.74K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 57 | $1.74K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 53 | $1.63K | 0.00% | −100−65.4% | Reduced |
| Promus Capital, LLC | 51 | $1.55K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 50 | $1.52K | 0.00% | +50 | New |
| IAG Wealth Partners, LLC | 49 | $1.49K | 0.00% | +16+48.5% | Added |
| WFA Asset Management Corp | 40 | $1.48K | 0.00% | +40 | New |
| City State Bank | 48 | $1.46K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 47 | $1.43K | 0.00% | −161−77.4% | Reduced |
| Cornerstone Planning Group LLC | 47 | $1.41K | 0.00% | +17+56.7% | Added |
| First Financial Corp | 46 | $1.40K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 46 | $1.40K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 46 | $1.40K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 427 | $1.37K | 0.00% | +322+306.7% | Added |
| Prudent Man Investment Management, Inc. | 41 | $1.26K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 41 | $1.25K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 40 | $1.23K | 0.00% | −1−2.4% | Reduced |
| Mattson Financial Services, LLC | 40 | $1.22K | 0.00% | +40 | New |
| Retirement Wealth Solutions LLC | 38 | $1.16K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $1.13K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 36 | $1.10K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 35 | $1.07K | 0.00% | +35 | New |
| Picton Mahoney Asset Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 32 | $974 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 32 | $974 | 0.00% | +21+190.9% | Added |
| Principia Wealth Advisory, LLC | 33 | $960 | 0.00% | +25+312.5% | Added |
| Gen-Wealth Partners Inc | 30 | $913 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 27 | $822 | 0.00% | +27 | New |
| Aspect Partners, LLC | 26 | $791 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $740 | 0.00% | −32−57.1% | Reduced |
| JNBA Financial Advisors | 23 | $700 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 23 | $700 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $700 | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 23 | $700 | 0.00% | +23 | New |
| Winnow Wealth LLC | 22 | $656 | 0.00% | +7+46.7% | Added |
| NVWM, LLC | 21 | $639 | 0.00% | −5−19.2% | Reduced |
| Robbins Farley LLC | 20 | $609 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 19 | $563 | 0.00% | +19 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 16 | $487 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 15 | $456 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $427 | 0.00% | +14 | New |
| Parkworth Wealth Management, Inc. | 13 | $396 | 0.00% | +1+8.3% | Added |
| WealthTrak Capital Management LLC | 10 | $305 | 0.00% | −15−60.0% | Reduced |
| Nemes Rush Group LLC | 10 | $304 | 0.00% | −206−95.4% | Reduced |
| Bellwether Advisors, LLC | 10 | $304 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $304 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 10 | $304 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $213 | 0.00% | −143−95.3% | Reduced |
| Sofos Investments, Inc. | 7 | $213 | 0.00% | +7 | New |
| GoalVest Advisory LLC | 7 | $213 | 0.00% | +7 | New |
| Nalls Sherbakoff Group, LLC | 4 | $122 | 0.00% | +4 | New |
| Murphy & Mullick Capital Management Corp | 3 | $94 | 0.00% | −60−95.2% | Reduced |
| HHM Wealth Advisors, LLC | 3 | $92 | 0.00% | +3 | New |
| New Millennium Group LLC | 3 | $87 | 0.00% | −4−57.1% | Reduced |
| High Note Wealth, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $20 | 0.00% | −1,130−99.9% | Reduced |
| ZRC Wealth Management, LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Horizon Bancorp Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 30 | $0 | 0.00% | +30 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −3,351,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,207,832−100.0% | Sold out |
| Portland Investment Counsel Inc. | 0 | $0 | 0.00% | −775,300−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −456,509−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −424,272−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −371,396−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −257,767−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −213,124−100.0% | Sold out |
| Lipe & Dalton | 0 | $0 | 0.00% | −152,959−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −151,734−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −148,617−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −129,785−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −126,803−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −111,075−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −99,004−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −90,256−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −79,318−100.0% | Sold out |
| Boyer & Corporon Wealth Management, LLC | 0 | $0 | 0.00% | −68,494−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −64,106−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −59,990−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −54,551−100.0% | Sold out |
| Savoir Faire Capital Management, L.P. | 0 | $0 | 0.00% | −53,901−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −53,392−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −53,045−100.0% | Sold out |
| Texas Yale Capital Corp. | 0 | $0 | 0.00% | −49,939−100.0% | Sold out |
| Banque de Luxembourg S.A. | 0 | $0 | 0.00% | −49,015−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −40,777−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −40,800−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −37,040−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −38,087−100.0% | Sold out |
