| PSI Advisors, LLC | 40 | $6.07K | 0.00% | −10−20.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 39 | $5.91K | 0.00% | −18−31.6% | Reduced |
| DT Investment Partners, LLC | 37 | $5.61K | 0.00% | +37 | New |
| Northwest Capital Management Inc | 37 | $5.61K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 36 | $5.46K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 35 | $5.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $5.31K | 0.00% | +23+191.7% | Added |
| Cornerstone Planning Group LLC | 42 | $5.26K | 0.00% | +17+68.0% | Added |
| MB, Levis & Associates, LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 31 | $4.70K | 0.00% | −267−89.6% | Reduced |
| Your Advocates Ltd., LLP | 31 | $4.70K | 0.00% | +31 | New |
| Tucker Asset Management LLC | 29 | $4.40K | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 28 | $4.25K | 0.00% | +28 | New |
| Beaird Harris Wealth Management, LLC | 28 | $4.21K | 0.00% | +1+3.7% | Added |
| Itau Unibanco Holding S.A. | 27 | $4.09K | 0.00% | +27 | New |
| Fairfield Financial Advisors, LTD | 27 | $4.09K | 0.00% | +27 | New |
| Smithfield Trust Co | 25 | $4.00K | 0.00% | −12−32.4% | Reduced |
| Proffitt & Goodson Inc | 26 | $3.94K | 0.00% | +1+4.0% | Added |
| Pacifica Partners Inc. | 25 | $3.82K | 0.00% | +25 | New |
| North Star Investment Management Corp. | 25 | $3.79K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 25 | $3.79K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $3.79K | 0.00% | +3+13.6% | Added |
| MCF Advisors LLC | 24 | $3.64K | 0.00% | +10+71.4% | Added |
| WR Wealth Planners, LLC | 24 | $3.64K | 0.00% | +10+71.4% | Added |
| Painted Porch Advisors LLC | 22 | $3.34K | 0.00% | +22 | New |
| VitalStone Financial, LLC | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 20 | $3.03K | 0.00% | +20 | New |
| NCP Inc. | 19 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $2.88K | 0.00% | +19 | New |
| Redwood Wealth Management Group, LLC | 18 | $2.73K | 0.00% | +18 | New |
| Core Alternative Capital | 13 | $1.97K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 13 | $1.97K | 0.00% | +13 | New |
| TFC Financial Management | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.67K | 0.00% | +1+10.0% | Added |
| Center for Financial Planning, Inc. | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10 | $1.52K | 0.00% | +10 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $1.52K | 0.00% | −20−66.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 9 | $1.36K | 0.00% | −2,054−99.6% | Reduced |
| Hexagon Capital Partners LLC | 9 | $1.36K | 0.00% | −5−35.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $1.36K | 0.00% | +5+125.0% | Added |
| Dunhill Financial, LLC | 8 | $1.28K | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Blume Capital Management, Inc. | 6 | $910 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5 | $825 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $759 | 0.00% | −1−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $758 | 0.00% | −35−87.5% | Reduced |
| Dakota Community Bank & Trust NA | 5 | $758 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $758 | 0.00% | +5 | New |
| PayPay Securities Corp | 4 | $607 | 0.05% | −15−78.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4 | $607 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $455 | 0.00% | −1,075−99.7% | Reduced |
| Clear Point Advisors Inc. | 3 | $455 | 0.00% | −3−50.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $455 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $455 | 0.00% | +1+50.0% | Added |
| Salomon & Ludwin, LLC | 2 | $303 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $303 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $279 | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 0 | $9 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Strategic Financial Concepts, LLC | 47,799 | – | – | +47,799 | New |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −1,320,412−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Orland Properties Ltd | 0 | $0 | 0.00% | −176,529−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −151,345−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −108,757−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −90,033−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −82,300−100.0% | Sold out |
| Portman Ltd | 0 | $0 | 0.00% | −78,454−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −76,923−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −57,625−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −55,100−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −40,508−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −34,300−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −31,411−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −27,157−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −24,342−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −23,379−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −22,808−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −17,567−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −16,863−100.0% | Sold out |