| WR Wealth Planners, LLC | 46 | $4.47K | 0.00% | −77−62.6% | Reduced |
| Abound Wealth Management | 46 | $4.43K | 0.00% | −29−38.7% | Reduced |
| Harbor Investment Advisory, LLC | 44 | $4.27K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 43 | $4.17K | 0.00% | +30+230.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $4.00K | 0.00% | −138−73.4% | Reduced |
| Valued Wealth Advisors LLC | 41 | $3.98K | 0.00% | +23+127.8% | Added |
| Stonebridge Financial Group, LLC | 40 | $3.88K | 0.00% | +40 | New |
| Robinson Value Management, Ltd. | 39 | $3.79K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 35 | $3.44K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 35 | $3.42K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $3.40K | 0.00% | +35 | New |
| Kohmann Bosshard Financial Services, LLC | 33 | $3.20K | 0.00% | +33 | New |
| Aspect Partners, LLC | 32 | $3.11K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 63 | $3.07K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 31 | $3.01K | 0.00% | +19+158.3% | Added |
| WFA Asset Management Corp | 30 | $2.91K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30 | $2.91K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 26 | $2.52K | 0.00% | +26 | New |
| GHP Investment Advisors, Inc. | 25 | $2.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $2.33K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $2.05K | 0.00% | −102−82.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 20 | $1.94K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 19 | $1.84K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $1.67K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 17 | $1.65K | 0.00% | +17 | New |
| Clark Wealth Partners | 16 | $1.55K | 0.00% | +16 | New |
| Lummis Asset Management, LP | 15 | $1.46K | 0.00% | −6−28.6% | Reduced |
| Caitlin John, LLC | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 12 | $1.17K | 0.00% | +12 | New |
| BOK Financial Private Wealth, Inc. | 11 | $1.07K | 0.00% | +11 | New |
| Human Investing LLC | 11 | $1.07K | 0.00% | +11 | New |
| McIlrath & Eck, LLC | 11 | $1.07K | 0.00% | −56−83.6% | Reduced |
| Highline Wealth Partners LLC | 11 | $1.07K | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 10 | $971 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $971 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $971 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 9 | $874 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $874 | 0.00% | +9 | New |
| Darwin Advisors, LLC | 8 | $809 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 8 | $777 | 0.00% | +8 | New |
| BFSG, LLC | 5 | $486 | 0.00% | −70−93.3% | Reduced |
| Vista Private Wealth Partners. LLC | 5 | $486 | 0.00% | +5 | New |
| Cherry Tree Wealth Management, LLC | 4 | $389 | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 4 | $388 | 0.00% | +4 | New |
| Bokf, NA | 3 | $321 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3 | $292 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $194 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $98 | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 1 | $97 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 1 | $49 | 0.00% | +1 | New |
| CKW Financial Group | 1 | $0 | 0.00% | −52−98.1% | Reduced |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −282,406−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −139,700−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −116,185−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −81,118−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −59,607−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −48,971−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −47,554−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −33,851−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −33,849−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −31,392−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −91,524−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −26,742−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −21,407−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,191−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −12,989−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −9,950−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −9,736−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,286−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −7,106−100.0% | Sold out |
| Summa Corp. | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −5,443−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,166−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −5,110−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −4,447−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −889−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |