| Ogorek Anthony Joseph | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 50 | $5.92K | 0.00% | +50 | New |
| Bare Financial Services, Inc | 46 | $5.44K | 0.00% | +5+12.2% | Added |
| West Financial Advisors, LLC | 46 | $5.39K | 0.00% | +46 | New |
| Central Trust Co | 45 | $5.32K | 0.00% | +16+55.2% | Added |
| Kilter Group LLC | 44 | $5.21K | 0.00% | −15−25.4% | Reduced |
| Bruce G. Allen Investments, LLC | 44 | $5.21K | 0.00% | +42+2,100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 43 | $5.09K | 0.00% | +23+115.0% | Added |
| Financial Consulate, Inc | 43 | $5.09K | 0.00% | +20+87.0% | Added |
| DiNuzzo Private Wealth, Inc. | 41 | $4.85K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 40 | $4.73K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 38 | $4.50K | 0.00% | +4+11.8% | Added |
| Principia Wealth Advisory, LLC | 38 | $4.50K | 0.00% | +17+81.0% | Added |
| Prosperity Bancshares Inc | 38 | $4.50K | 0.00% | +38 | New |
| Webster Bank, N. A. | 37 | $4.38K | 0.00% | +37 | New |
| Foster Dykema Cabot & Partners, LLC | 36 | $4.26K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 35 | $4.14K | 0.00% | −133−79.2% | Reduced |
| DT Investment Partners, LLC | 35 | $4.14K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 31 | $3.67K | 0.00% | +31 | New |
| Essential Partners LLC | 29 | $3.43K | 0.00% | +5+20.8% | Added |
| Millstone Evans Group, LLC | 27 | $3.19K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $3.19K | 0.00% | +5+22.7% | Added |
| Valued Wealth Advisors LLC | 26 | $3.08K | 0.00% | +26 | New |
| Mechanics Financial Corp | 26 | $3.08K | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 24 | $2.84K | 0.00% | +11+84.6% | Added |
| Financial Management Professionals, Inc. | 24 | $2.84K | 0.00% | +4+20.0% | Added |
| American Capital Advisory, LLC | 23 | $2.72K | 0.00% | +4+21.1% | Added |
| Colonial Trust Advisors | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $2.37K | 0.00% | +7+53.8% | Added |
| Hughes Financial Services, LLC | 19 | $2.25K | 0.00% | +8+72.7% | Added |
| HFM Investment Advisors, LLC | 19 | $2.25K | 0.00% | +14+280.0% | Added |
| State of Wyoming | 18 | $2.13K | 0.00% | −2,963−99.4% | Reduced |
| Vanguard National Trust Co | 18 | $2.13K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $2.01K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $1.89K | 0.00% | +1+6.7% | Added |
| 1015 Capital Partners, LLC | 16 | $1.89K | 0.00% | +10+166.7% | Added |
| BOK Financial Private Wealth, Inc. | 16 | $1.89K | 0.00% | +16 | New |
| Minot DeBlois Advisors LLC | 15 | $1.77K | 0.00% | −10−40.0% | Reduced |
| Gilpin Wealth Management, LLC | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 14 | $1.66K | 0.00% | −137−90.7% | Reduced |
| Davis Capital Management | 14 | $1.66K | 0.00% | +9+180.0% | Added |
| Quaker Wealth Management, LLC | 11 | $1.30K | 0.00% | +5+83.3% | Added |
| Breakwater Investment Management | 11 | $1.30K | 0.00% | +11 | New |
| Geneos Wealth Management Inc. | 11 | $1.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.18K | 0.00% | +7+233.3% | Added |
| Whipplewood Advisors, LLC | 10 | $1.18K | 0.00% | −55−84.6% | Reduced |
| Sankala Group LLC | 8 | $1.07K | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $947 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 8 | $946 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $946 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $830 | 0.00% | +4+133.3% | Added |
| Triumph Capital Management | 7 | $828 | 0.00% | −22−75.9% | Reduced |
| NBH Bank | 6 | $710 | 0.00% | +6 | New |
| Phillip James Consulting Co. | 5 | $592 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $592 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 5 | $592 | 0.00% | +5 | New |
| Barnes Dennig Private Wealth Management LLC | 5 | $592 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $460 | 0.00% | −94−95.9% | Reduced |
| TFC Financial Management | 3 | $355 | 0.00% | −125−97.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 3 | $355 | 0.00% | +2+200.0% | Added |
| Strengthening Families & Communities, LLC | 3 | $355 | 0.00% | +3 | New |
| Cordant, Inc. | 2 | $255 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 2 | $237 | 0.00% | +2 | New |
| Tidemark, LLC | 2 | $237 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $212 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1 | $120 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $119 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $118 | 0.00% | +1 | New |
| Tounjian Advisory Partners, LLC | 0 | $33 | 0.00% | 0 | New |
| Copia Wealth Management | 0 | $9 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Investment Research & Advisory Group, Inc. | 5 | – | – | 00.0% | Unchanged |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −479,091−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −340,000−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −157,189−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −131,955−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −88,087−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −54,580−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −53,772−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −50,260−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −39,862−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −33,197−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,535−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −21,912−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −21,718−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −16,407−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Clear Trail Advisors, LLC | 0 | $0 | 0.00% | −13,213−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −12,662−100.0% | Sold out |
