| TruNorth Capital Management, LLC | 10 | $9.21K | 0.00% | +10 | New |
| IAG Wealth Partners, LLC | 10 | $9.21K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 9 | $8.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $8.30K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $8.29K | 0.00% | −137−93.8% | Reduced |
| South State Corp. | 9 | $8.29K | 0.00% | −16−64.0% | Reduced |
| Atlantic Trust, LLC | 9 | $8.29K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $8.29K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $8.29K | 0.00% | +9 | New |
| Financial Network Wealth Advisors LLC | 8 | $7.39K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 8 | $7.37K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 8 | $7.37K | 0.00% | +2+33.3% | Added |
| Crowley Wealth Management, Inc. | 8 | $7.37K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 8 | $7.37K | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 7 | $6.88K | 0.01% | +7 | Added |
| JPL Wealth Management, LLC | 7 | $6.45K | 0.00% | +7 | New |
| WealthCollab, LLC | 7 | $6.45K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $6.44K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $6.44K | 0.00% | +4+133.3% | Added |
| Sofos Investments, Inc. | 6 | $5.54K | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $5.54K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6 | $5.52K | 0.00% | +4+200.0% | Added |
| Westside Investment Management, Inc. | 6 | $5.50K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $4.88K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $4.79K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 5 | $4.70K | 0.00% | +5 | New |
| PFS Partners, LLC | 5 | $4.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $4.61K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $4.60K | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $4.60K | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 5 | $4.60K | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $4.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $4.18K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $4.10K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 5 | $4.00K | 0.00% | +5 | New |
| State of Wyoming | 4 | $3.68K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $3.68K | 0.00% | +1+33.3% | Added |
| Kozak & Associates, Inc. | 4 | $3.64K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $2.76K | 0.00% | +1+50.0% | Added |
| Advanced Portfolio Management, LLC | 3 | $2.76K | 0.01% | +3 | New |
| Mountain Hill Investment Partners Corp. | 3 | $2.76K | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 3 | $2.41K | 0.00% | +3 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $2.39K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $1.84K | 0.00% | +1+100.0% | Added |
| ZRC Wealth Management, LLC | 2 | $1.84K | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $1.84K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $1.84K | 0.00% | −15−88.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $1.84K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $1.84K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $1.84K | 0.00% | +2 | New |
| Binnacle Investments Inc | 2 | $1.84K | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $1.60K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $922 | 0.00% | −5−83.3% | Reduced |
| IMA Wealth, Inc. | 1 | $922 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $921 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $921 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1 | $921 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 1 | $921 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $921 | 0.00% | +1 | New |
| Palisade Asset Management, LLC | 1 | $921 | 0.00% | +1 | New |
| Hurley Capital, LLC | 1 | $921 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $921 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $921 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $916 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $915 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 0 | $85 | 0.00% | 0 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −121,436−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −104,584−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −48,016−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −30,545−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,044−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −12,877−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −9,517−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −7,290−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −7,183−100.0% | Sold out |
| Mirabaud Asset Management Ltd | 0 | $0 | 0.00% | −5,627−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,177−100.0% | Sold out |
| Burr Financial Services, LLC | 0 | $0 | 0.00% | −4,660−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,298−100.0% | Sold out |