| CNB Bank | 50 | $5.78K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $5.78K | 0.00% | +9+22.0% | Added |
| Signature Equity Partners, LLC | 50 | $5.77K | 0.00% | −51−50.5% | Reduced |
| North Star Investment Management Corp. | 48 | $5.54K | 0.00% | +28+140.0% | Added |
| Burk Holdings LLC | 48 | $5.54K | 0.00% | +48 | New |
| Torren Management, LLC | 46 | $5.31K | 0.00% | −469−91.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 45 | $5.20K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 46 | $5.17K | 0.00% | +38+475.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 43 | $4.97K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 39 | $4.50K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 39 | $4.50K | 0.00% | +39 | New |
| Principia Wealth Advisory, LLC | 38 | $4.39K | 0.00% | +12+46.2% | Added |
| RWM Asset Management, LLC | 37 | $4.27K | 0.00% | +37 | New |
| Deane Retirement Strategies, Inc. | 36 | $4.16K | 0.00% | −45,792−99.9% | Reduced |
| Oakworth Capital, Inc. | 34 | $3.93K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 34 | $3.93K | 0.00% | +34 | New |
| SHP Wealth Management | 33 | $3.83K | 0.00% | +31+1,550.0% | Added |
| Signature Resources Capital Management, LLC | 33 | $3.81K | 0.00% | −3−8.3% | Reduced |
| Clayton Financial Group LLC | 33 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $3.72K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 32 | $3.70K | 0.00% | +22+220.0% | Added |
| Red Tortoise LLC | 31 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $3.58K | 0.00% | +11+55.0% | Added |
| Synergy Investment Management, LLC | 31 | $3.58K | 0.00% | +31 | New |
| 1620 Investment Advisors, Inc. | 29 | $3.35K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 28 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 25 | $2.89K | 0.00% | +25 | New |
| Proathlete Wealth Management LLC | 24 | $2.77K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 23 | $2.66K | 0.00% | +23 | New |
| Medallion Wealth Advisors, LLC | 23 | $2.66K | 0.00% | +23 | New |
| Winch Advisory Services, LLC | 22 | $2.56K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 22 | $2.54K | 0.00% | +9+69.2% | Added |
| SWAN Capital LLC | 21 | $2.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.31K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 19 | $2.19K | 0.00% | +6+46.2% | Added |
| Retirement Wealth Solutions LLC | 18 | $2.08K | 0.00% | −18−50.0% | Reduced |
| HFM Investment Advisors, LLC | 16 | $1.85K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 16 | $1.85K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 16 | $1.85K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.73K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 15 | $1.73K | 0.00% | +15 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.73K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 13 | $1.50K | 0.00% | +5+62.5% | Added |
| Hughes Financial Services, LLC | 13 | $1.50K | 0.00% | +6+85.7% | Added |
| Crewe Advisors LLC | 12 | $1.39K | 0.00% | −13−52.0% | Reduced |
| Nemes Rush Group LLC | 12 | $1.39K | 0.00% | −5−29.4% | Reduced |
| Financial Management Professionals, Inc. | 12 | $1.39K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $1.16K | 0.00% | +6+150.0% | Added |
| Quarry LP | 10 | $1.16K | 0.00% | +10 | New |
| HM Payson & Co | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 9 | $1.04K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 8 | $1.00K | 0.00% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $924 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $809 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $809 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 7 | $809 | 0.00% | +7 | New |
| Chilton Capital Management LLC | 6 | $693 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $693 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 6 | $693 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 6 | $693 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $578 | 0.00% | +2+66.7% | Added |
| SOA Wealth Advisors, LLC. | 4 | $487 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $462 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $462 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $347 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $347 | 0.00% | +3 | New |
| Nvest Wealth Strategies, Inc. | 3 | $347 | 0.00% | +3 | New |
| Arcadia Investment Management Corp | 1 | $116 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −525,036−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −290,897−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −106,520−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −105,772−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −102,622−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −93,133−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −50,758−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −47,444−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −34,559−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −25,596−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −22,107−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −20,433−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20,218−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −19,586−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −15,067−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −15,246−100.0% | Sold out |