| Johnson Financial Group, Inc. | 149 | $5.17K | 0.00% | +64+75.3% | Added |
| Pittenger & Anderson Inc | 150 | $5.16K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 147 | $5.05K | 0.00% | −3−2.0% | Reduced |
| West Oak Capital, LLC | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 142 | $4.88K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 142 | $4.87K | 0.00% | +1+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 128 | $4.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 128 | $4.40K | 0.00% | +128 | New |
| Logan Capital Management Inc | 126 | $4.33K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 125 | $4.30K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 122 | $4.19K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 121 | $4.16K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $4.12K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 112 | $4.00K | 0.00% | +112 | New |
| Foster Dykema Cabot & Partners, LLC | 113 | $3.92K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 113 | $3.88K | 0.00% | +113 | New |
| Bellevue Asset Management, LLC | 109 | $3.78K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 109 | $3.75K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 109 | $3.75K | 0.00% | −24−18.0% | Reduced |
| True Wealth Design, LLC | 109 | $3.74K | 0.00% | −4−3.5% | Reduced |
| Tradewinds Capital Management, LLC | 102 | $3.51K | 0.00% | +1+1.0% | Added |
| Pineridge Advisors LLC | 101 | $3.47K | 0.00% | +54+114.9% | Added |
| Old Point Trust & Financial Services N A | 100 | $3.44K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 100 | $3.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $3.44K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $3.44K | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 100 | $3.43K | 0.00% | +27+37.0% | Added |
| IMG Wealth Management, Inc. | 98 | $3.37K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 97 | $3.33K | 0.00% | +97 | New |
| Kilter Group LLC | 91 | $3.13K | 0.00% | −94−50.8% | Reduced |
| Front Row Advisors LLC | 90 | $3.12K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 90 | $3.09K | 0.00% | +90 | New |
| TruNorth Capital Management, LLC | 90 | $3.09K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $3.09K | 0.00% | +73+429.4% | Added |
| Binnacle Investments Inc | 89 | $3.06K | 0.00% | +38+74.5% | Added |
| Hollencrest Capital Management | 88 | $3.02K | 0.00% | +22+33.3% | Added |
| Resources Management Corp | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 112 | $3.00K | 0.00% | +112 | New |
| Beaird Harris Wealth Management, LLC | 87 | $2.99K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 87 | $2.99K | 0.00% | −2,319−96.4% | Reduced |
| Bank of Jackson Hole Trust | 87 | $2.99K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 80 | $2.75K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 78 | $2.68K | 0.00% | −2−2.5% | Reduced |
| Centennial Bank | 75 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $2.51K | 0.00% | +33+82.5% | Added |
| Indiana Trust & Investment Management CO | 72 | $2.48K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 70 | $2.41K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 69 | $2.37K | 0.00% | +11+19.0% | Added |
| Hughes Financial Services, LLC | 57 | $2.10K | 0.00% | +42+280.0% | Added |
| Guerra Advisors Inc | 60 | $2.06K | 0.00% | +60 | New |
| Hager Investment Management Services, LLC | 58 | $1.99K | 0.00% | −25−30.1% | Reduced |
| Luminist Capital LLC | 55 | $1.93K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 55 | $1.89K | 0.00% | +55 | New |
| Trifecta Capital Advisors, LLC | 54 | $1.86K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 53 | $1.82K | 0.00% | +8+17.8% | Added |
| Country Trust Bank | 45 | $1.55K | 0.00% | +4+9.8% | Added |
| Sachetta, LLC | 44 | $1.51K | 0.00% | −11−20.0% | Reduced |
| Avalon Trust Co | 44 | $1.51K | 0.00% | +44 | New |
| Signature Resources Capital Management, LLC | 40 | $1.38K | 0.00% | −1−2.4% | Reduced |
| Rialto Wealth Management, LLC | 37 | $1.27K | 0.00% | +7+23.3% | Added |
| Heartwood Wealth Advisors LLC | 36 | $1.24K | 0.00% | +36 | New |
| Wealth Preservation Advisors, LLC | 35 | $1.20K | 0.00% | −29−45.3% | Reduced |
| ZRC Wealth Management, LLC | 35 | $1.20K | 0.00% | +35 | New |
| PayPay Securities Corp | 33 | $1.14K | 0.04% | −7−17.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 30 | $1.03K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 30 | $1.02K | 0.00% | −20−40.0% | Reduced |
| Core Alternative Capital | 29 | $997 | 0.00% | −25−46.3% | Reduced |
| SJS Investment Consulting Inc. | 29 | $997 | 0.00% | −9−23.7% | Reduced |
| HFM Investment Advisors, LLC | 28 | $962 | 0.00% | +1+3.7% | Added |
| Quaker Wealth Management, LLC | 26 | $894 | 0.00% | +6+30.0% | Added |
| Bare Financial Services, Inc | 23 | $791 | 0.00% | +23 | New |
| Game Plan Financial Advisors, LLC | 20 | $687 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 20 | $687 | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $671 | 0.00% | +3+18.8% | Added |
| Glass Jacobson Investment Advisors llc | 18 | $619 | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 16 | $550 | 0.00% | −47−74.6% | Reduced |
| SOA Wealth Advisors, LLC. | 15 | $522 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 15 | $516 | 0.00% | −6,129−99.8% | Reduced |
| Fairman Group, LLC | 14 | $485 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 14 | $482 | 0.00% | +14 | New |
| Bear Mountain Capital, Inc. | 14 | $469 | 0.00% | +14 | New |
| Retirement Wealth Solutions LLC | 11 | $379 | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 10 | $351 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 10 | $344 | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 9 | $312 | 0.00% | +9 | New |
| West Branch Capital LLC | 7 | $241 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $241 | 0.00% | +3+75.0% | Added |
| Ameriflex Group, Inc. | 6 | $206 | 0.00% | −260−97.7% | Reduced |
| Cornerstone Planning Group LLC | 7 | $186 | 0.00% | −456−98.5% | Reduced |
| Turning Point Benefit Group, Inc. | 3 | $105 | 0.00% | +3 | New |
| Kozak & Associates, Inc. | 3 | $101 | 0.00% | −128−97.7% | Reduced |
| Trium Capital LLP | 2 | $69 | 0.00% | +2 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −3,399,109−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −1,470,176−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −903,597−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −868,523−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −847,561−100.0% | Sold out |
| Randolph Co Inc | 0 | $0 | 0.00% | −817,210−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −635,466−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −446,991−100.0% | Sold out |
