| NVWM, LLC | 21 | $4.61K | 0.00% | −1−4.5% | Reduced |
| Iron Horse Wealth Management, LLC | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $4.42K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Ryan Investment Management, Inc. | 20 | $4.42K | 0.00% | +20 | New |
| Nemes Rush Group LLC | 19 | $4.20K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 18 | $3.98K | 0.00% | −26−59.1% | Reduced |
| Fourth Dimension Wealth, LLC | 18 | $3.98K | 0.00% | −19−51.4% | Reduced |
| BankPlus Trust Department | 18 | $3.98K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $3.76K | 0.00% | +12+240.0% | Added |
| Transce3nd, LLC | 16 | $3.55K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $3.54K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $3.32K | 0.00% | +15 | New |
| Stephens Consulting, LLC | 15 | $3.32K | 0.00% | +15 | New |
| Caldwell Sutter Capital, Inc. | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 14 | $3.10K | 0.00% | +10+250.0% | Added |
| Pacifica Partners Inc. | 14 | $3.05K | 0.00% | −5−26.3% | Reduced |
| Boyd Watterson Asset Management LLC | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $2.43K | 0.00% | +6+120.0% | Added |
| Alpine Bank Wealth Management | 11 | $2.43K | 0.00% | −709−98.5% | Reduced |
| ORG Wealth Partners, LLC | 10 | $2.24K | 0.00% | +2+25.0% | Added |
| Legend Financial Advisors, Inc. | 10 | $2.21K | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 9 | $2.02K | 0.00% | +9 | New |
| Addison Advisors LLC | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 9 | $1.99K | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 8 | $1.77K | 0.00% | +8 | New |
| MPWM Advisory Solutions, LLC | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 7 | $1.55K | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 7 | $1.55K | 0.00% | +7 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| LGT Financial Advisors LLC | 5 | $1.10K | 0.00% | +5 | New |
| Pineridge Advisors LLC | 5 | $1.10K | 0.00% | +5 | New |
| Friedenthal Financial | 4 | $885 | 0.00% | +4 | New |
| Smallwood Wealth Investment Management, LLC | 4 | $884 | 0.00% | +4 | New |
| Proathlete Wealth Management LLC | 4 | $884 | 0.00% | +4 | New |
| Total Investment Management Inc | 4 | $803 | 0.00% | +4 | New |
| Stuart Chaussee & Associates, Inc. | 3 | $663 | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 3 | $663 | 0.00% | +3 | New |
| Breakwater Investment Management | 2 | $443 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 2 | $443 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 2 | $442 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $222 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $221 | 0.00% | −12−92.3% | Reduced |
| Clean Yield Group | 1 | $208 | 0.00% | −17−94.4% | Reduced |
| Retirement Wealth Solutions LLC | 0 | $25 | 0.00% | 0 | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,516,682−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −745,070−100.0% | Sold out |
| TPG GP A, LLC | 0 | $0 | 0.00% | −275,589−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −205,347−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −177,415−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −163,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −116,386−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −115,570−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −113,376−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −112,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −86,218−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −42,118−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −31,079−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −31,068−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −27,671−100.0% | Sold out |
| W.G. Shaheen & Associates DBA Whitney & Co | 0 | $0 | 0.00% | −26,219−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −23,225−100.0% | Sold out |
| Stokes Capital Advisors, LLC | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,955−100.0% | Sold out |
| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,817−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −10,370−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,402−100.0% | Sold out |
| Sirios Capital Management L P | 0 | $0 | 0.00% | −7,202−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −5,364−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −5,336−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −4,906−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −4,748−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,462−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,376−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Prospect Financial Services LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |