| GoalVest Advisory LLC | 120 | $18.4K | 0.01% | +5+4.3% | Added |
| eCIO, Inc. | 120 | $18.4K | 0.01% | +120 | New |
| Bellwether Advisors, LLC | 108 | $16.6K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 105 | $16.1K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 102 | $15.8K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $15.4K | 0.00% | −45−31.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 100 | $15.4K | 0.00% | −1−1.0% | Reduced |
| Front Row Advisors LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 98 | $15.1K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 97 | $14.9K | 0.01% | −250−72.0% | Reduced |
| Anfield Capital Management, LLC | 92 | $14.1K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 91 | $14.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 90 | $13.8K | 0.00% | −103−53.4% | Reduced |
| Roxbury Financial LLC | 86 | $13.6K | 0.01% | +1+1.2% | Added |
| Trifecta Capital Advisors, LLC | 86 | $13.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 80 | $12.3K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 81 | $12.0K | 0.00% | +81 | New |
| Richardson Financial Services Inc. | 73 | $11.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 72 | $11.1K | 0.01% | +44+157.1% | Added |
| Harbor Capital Advisors, Inc. | 72 | $11.0K | 0.00% | −12,658−99.4% | Reduced |
| Cloud Capital Management, LLC | 77 | $11.0K | 0.01% | +77 | New |
| Copia Wealth Management | 70 | $10.8K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 70 | $10.8K | 0.01% | +70 | New |
| Iron Horse Wealth Management, LLC | 66 | $10.1K | 0.00% | +20+43.5% | Added |
| BFSG, LLC | 64 | $9.83K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 62 | $9.52K | 0.01% | +26+72.2% | Added |
| FWL Investment Management, LLC | 61 | $9.37K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 58 | $8.84K | 0.00% | +3+5.5% | Added |
| Morse Asset Management, Inc | 54 | $8.33K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 54 | $8.23K | 0.01% | −20−27.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 53 | $8.14K | 0.00% | +12+29.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 53 | $8.14K | 0.01% | +53 | New |
| CarsonAllaria Wealth Management, Ltd. | 50 | $7.73K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 50 | $7.68K | 0.00% | −147−74.6% | Reduced |
| Compass Planning Associates Inc | 47 | $7.21K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 48 | $7.00K | 0.00% | −500−91.2% | Reduced |
| Principia Wealth Advisory, LLC | 48 | $6.89K | 0.01% | +33+220.0% | Added |
| Hughes Financial Services, LLC | 45 | $6.89K | 0.00% | +45 | New |
| HighMark Wealth Management LLC | 44 | $6.80K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 43 | $6.61K | 0.00% | +43 | New |
| ESL Trust Services, LLC | 42 | $6.45K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 42 | $6.45K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 38 | $5.84K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 36 | $5.53K | 0.00% | +36 | New |
| Winnow Wealth LLC | 35 | $5.24K | 0.00% | +12+52.2% | Added |
| Compass Financial Services Inc | 31 | $4.76K | 0.00% | +31 | New |
| Stone House Investment Management, LLC | 30 | $4.68K | 0.00% | +30 | New |
| ROSS\JOHNSON & Associates LLC | 30 | $4.61K | 0.08% | +10+50.0% | Added |
| Westend Capital Management, LLC | 28 | $4.30K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 26 | $3.99K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 25 | $3.84K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 25 | $3.84K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 24 | $3.69K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $3.38K | 0.00% | −34−60.7% | Reduced |
| PayPay Securities Corp | 21 | $3.26K | 0.19% | −6−22.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 21 | $3.23K | 0.00% | +21 | New |
| Luminist Capital LLC | 20 | $3.07K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 18 | $3.00K | 0.00% | −39−68.4% | Reduced |
| Eq Wealth Advisors, LLC | 17 | $2.61K | 0.00% | +17 | New |
| Bare Financial Services, Inc | 15 | $2.30K | 0.00% | +15 | New |
| Capital A Wealth Management, LLC | 14 | $2.15K | 0.00% | +4+40.0% | Added |
| Horizon Financial Services, LLC | 14 | $2.15K | 0.00% | +14 | New |
| POM Investment Strategies, LLC | 13 | $2.00K | 0.00% | −372−96.6% | Reduced |
| SWAN Capital LLC | 13 | $1.92K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 12 | $1.84K | 0.00% | −1−7.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $1.54K | 0.00% | +10 | New |
| Inlight Wealth Management, LLC | 10 | $1.54K | 0.00% | +10 | New |
| JCIC Asset Management Inc. | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 9 | $1.38K | 0.00% | +9 | New |
| Pineridge Advisors LLC | 8 | $1.24K | 0.00% | −346−97.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 7 | $1.07K | 0.00% | −12−63.2% | Reduced |
| HFM Investment Advisors, LLC | 6 | $922 | 0.00% | +6 | New |
| GKV Capital Management Co., Inc. | 5 | $768 | 0.00% | −443−98.9% | Reduced |
| Wealth Preservation Advisors, LLC | 5 | $768 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 3 | $461 | 0.00% | +3 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $307 | 0.00% | +2 | New |
| Mountain Hill Investment Partners Corp. | 2 | $241 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 1 | $154 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −9,693−100.0% | Sold out |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −3,082,396−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −1,857,700−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −1,230,343−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Nepsis, Inc. | 0 | $0 | 0.00% | −98,431−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Fairbanks Capital Management, Inc. | 0 | $0 | 0.00% | −92,710−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −71,690−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −60,651−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −59,142−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −57,216−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Berkley W R Corp | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −49,060−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −46,902−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,721−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Cambridge Financial Group, Inc. | 0 | $0 | 0.00% | −40,960−100.0% | Sold out |
