| Essential Partners LLC | 5 | $4.48K | 0.00% | +2+66.7% | Added |
| TFC Financial Management | 5 | $4.48K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $4.48K | 0.00% | +3+150.0% | Added |
| Indiana Trust & Investment Management CO | 5 | $4.48K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $4.48K | 0.00% | +3+150.0% | Added |
| Meramec Financial Planners, LLC | 4 | $3.99K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 68 | $3.86K | 0.00% | +68 | New |
| Aspect Partners, LLC | 4 | $3.58K | 0.00% | −1−20.0% | Reduced |
| Cranbrook Wealth Management, LLC | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 4 | $3.58K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $3.58K | 0.00% | +4 | New |
| Burk Holdings LLC | 4 | $3.58K | 0.00% | +4 | New |
| Coston, McIsaac & Partners | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 3 | $2.87K | 0.10% | −2−40.0% | Reduced |
| Avalon Trust Co | 3 | $2.69K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $2.69K | 0.01% | 00.0% | Unchanged |
| Benson Wealth Management INC | 3 | $2.69K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 3 | $2.69K | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 2 | $2.25K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $1.85K | 0.00% | +1+100.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $1.79K | 0.00% | +2 | New |
| McGuire Capital Advisors Inc | 2 | $1.79K | 0.00% | −1−33.3% | Reduced |
| Monetary Solutions, Ltd | 2 | $1.79K | 0.00% | −1−33.3% | Reduced |
| Rakuten Securities, Inc. | 2 | $1.79K | 0.00% | +2 | New |
| Align Financial, LLC | 2 | $1.79K | 0.00% | +2 | New |
| Atlantic Private Wealth, LLC | 1 | $897 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $896 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $896 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $896 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $895 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $895 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $895 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $895 | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −62,235−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −7,947−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −7,216−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −4,658−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −6,947−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −3,116−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −3,032−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −2,615−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Corundum Group, Inc. | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Bennett Associates Wealth Management | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Summitry LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Cantor Fitzgerald Investment Adviser L.P. | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Blalock Williams, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Eagle Wealth Advisors LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Sigma Investment Counselors Inc | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Avos Capital Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Cura Wealth Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Hidden Cove Wealth Management, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |