| HHM Wealth Advisors, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $3.00K | 0.00% | +2+33.3% | Added |
| Aventura Private Wealth, LLC | 8 | $2.88K | 0.00% | +7+700.0% | Added |
| ZRC Wealth Management, LLC | 7 | $2.63K | 0.00% | +3+75.0% | Added |
| Hilton Head Capital Partners, LLC | 7 | $2.63K | 0.00% | −5−41.7% | Reduced |
| WPG Advisers, LLC | 7 | $2.63K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 7 | $2.63K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 6 | $2.25K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $2.25K | 0.00% | +1+20.0% | Added |
| Louisbourg Investments Inc. | 6 | $2.25K | 0.00% | −94−94.0% | Reduced |
| Horizon Financial Services, LLC | 6 | $2.25K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 6 | $2.25K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 6 | $2.25K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 6 | $2.25K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $2.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $2.25K | 0.00% | +1+20.0% | Added |
| N.E.W. Advisory Services LLC | 6 | $2.25K | 0.00% | +6 | New |
| Commonwealth Retirement Investments LLC | 6 | $2.25K | 0.00% | +6 | New |
| West Paces Advisors Inc. | 6 | $2.25K | 0.00% | +6 | New |
| American Capital Advisory, LLC | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 5 | $1.88K | 0.00% | −4−44.4% | Reduced |
| Barrett & Company, Inc. | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 5 | $1.88K | 0.00% | +5 | New |
| Valley National Advisers Inc | 4 | $1.50K | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.50K | 0.00% | +1+33.3% | Added |
| High Note Wealth, LLC | 4 | $1.50K | 0.00% | +3+300.0% | Added |
| Compass Financial Management LLC | 4 | $1.50K | 0.00% | +4 | New |
| Wellington-Altus USA Inc. | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 3 | $1.13K | 0.00% | −48−94.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.13K | 0.00% | +1+50.0% | Added |
| Evolution Wealth Management Inc. | 3 | $1.13K | 0.00% | +3 | New |
| Lummis Asset Management, LP | 3 | $1.13K | 0.00% | +3 | New |
| Navigoe, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $773 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $757 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $751 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $751 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $751 | 0.00% | +1+100.0% | Added |
| Phillip James Consulting Co. | 2 | $750 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $750 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2 | $750 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $750 | 0.00% | +1+100.0% | Added |
| Rakuten Securities, Inc. | 2 | $750 | 0.00% | +1+100.0% | Added |
| Activest Wealth Management | 2 | $750 | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $750 | 0.00% | +2 | New |
| Mosley Wealth Management | 2 | $750 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $750 | 0.00% | +2 | New |
| Oakmont Advisory Group, LLC | 2 | $684 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $376 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 1 | $375 | 0.00% | −385−99.7% | Reduced |
| Truvestments Capital LLC | 1 | $375 | 0.00% | −16−94.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 1 | $375 | 0.00% | −2−66.7% | Reduced |
| Gill Capital Partners, LLC | 1 | $375 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $375 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $375 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 1 | $375 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $375 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $375 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $375 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 1 | $375 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 1 | $375 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $375 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $375 | 0.00% | +1 | New |
| Acadian Asset Management LLC | 2 | $0 | 0.00% | −363−99.5% | Reduced |
| Coppell Advisory Solutions LLC | 10 | – | – | +10 | New |
| Vestal Point Capital, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −69,454−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −57,648−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −37,700−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −37,326−100.0% | Sold out |
| Auto-Owners Insurance Co | 0 | $0 | 0.00% | −28,387−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −22,846−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −17,577−100.0% | Sold out |
| Cortland Associates Inc | 0 | $0 | 0.00% | −17,023−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −16,768−100.0% | Sold out |
| Capital Investment Counsel, LLC | 0 | $0 | 0.00% | −14,199−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,629−100.0% | Sold out |
| Coleford Investment Management Ltd. | 0 | $0 | 0.00% | −11,668−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |