| United Financial Planning Group LLC | 4 | $12.8K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4 | $12.8K | 0.00% | +1+33.3% | Added |
| Activest Wealth Management | 4 | $12.8K | 0.00% | +1+33.3% | Added |
| PayPay Securities Corp | 4 | $12.8K | 0.49% | +3+300.0% | Added |
| EFG International AG | 4 | $12.8K | 0.00% | +4 | New |
| Hartford Financial Management Inc. | 3 | $9.59K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3 | $9.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $9.59K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $9.59K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $9.59K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $9.59K | 0.00% | +3 | New |
| Decker Retirement Planning Inc. | 3 | $9.59K | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $9.43K | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 2 | $6.39K | 0.00% | −11−84.6% | Reduced |
| Kemnay Advisory Services Inc. | 2 | $6.39K | 0.00% | −5−71.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 2 | $6.39K | 0.00% | −2−50.0% | Reduced |
| Corsicana & Co. | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $6.39K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 2 | $6.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $6.39K | 0.00% | +1+100.0% | Added |
| Kilter Group LLC | 2 | $6.39K | 0.00% | +1+100.0% | Added |
| Cornerstone Financial Management LLC | 2 | $6.39K | 0.01% | +1+100.0% | Added |
| IFG Advisory, LLC | 2 | $6.39K | 0.00% | +2 | New |
| LifeSteps Financial, Inc. | 2 | $6.39K | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $6.39K | 0.00% | +2 | New |
| Investment Counsel Co of Nevada | 2 | $6.39K | 0.01% | +2 | New |
| Beaird Harris Wealth Management, LLC | 1 | $3.32K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $3.20K | 0.00% | −10−90.9% | Reduced |
| 1015 Capital Partners, LLC | 1 | $3.20K | 0.00% | −2−66.7% | Reduced |
| North Star Investment Management Corp. | 1 | $3.20K | 0.00% | −1−50.0% | Reduced |
| J.Safra Asset Management Corp | 1 | $3.20K | 0.00% | −1−50.0% | Reduced |
| Richardson Financial Services Inc. | 1 | $3.20K | 0.00% | −1−50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $3.20K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 1 | $3.20K | 0.00% | +1 | New |
| Prosperity Bancshares Inc | 1 | $3.20K | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 1 | $3.20K | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $3.20K | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $3.20K | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $3.20K | 0.00% | +1 | New |
| Fedenia Advisers LLC | 1 | $3.20K | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 1 | $3.20K | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $3.20K | 0.00% | +1 | New |
| Osbon Capital Management LLC | 1 | $3.19K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $3.19K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1 | $3.19K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 0 | $1.57K | 0.00% | −2−100.0% | Reduced |
| Cordant, Inc. | 0 | $192 | 0.00% | 0 | New |
| Halbert Hargrove Global Advisors, LLC | 0 | $189 | 0.00% | 0 | New |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Alua Capital Management LP | 0 | $0 | 0.00% | −32,053−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −9,751−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −8,833−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,344−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,404−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,769−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −3,020−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −2,866−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −2,297−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −1,535−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Range Rock Capital, LLC | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Pacific Point Advisors, LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |