| Litman Gregory Asset Management LLC | 9 | $584 | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $584 | 0.00% | +9 | New |
| Colonial Trust Advisors | 9 | $583 | 0.00% | −54−85.7% | Reduced |
| Concord Wealth Partners | 9 | $583 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 9 | $583 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $583 | 0.00% | +5+125.0% | Added |
| McGuire Capital Advisors Inc | 9 | $583 | 0.00% | +9 | New |
| High Note Wealth, LLC | 8 | $518 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $518 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 8 | $518 | 0.00% | +8 | New |
| Hallmark Capital Management Inc | 7 | $454 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7 | $454 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 7 | $454 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $454 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 7 | $454 | 0.00% | +7 | New |
| Olistico Wealth, LLC | 7 | $454 | 0.00% | +7 | New |
| Darwin Advisors, LLC | 7 | $453 | 0.00% | +7 | New |
| Larson Financial Group LLC | 6 | $389 | 0.00% | −1−14.3% | Reduced |
| Private Trust Co NA | 6 | $389 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $389 | 0.00% | +6 | New |
| Asset Dedication, LLC | 5 | $324 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 5 | $324 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $324 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5 | $323 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $323 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $323 | 0.00% | +5 | New |
| Pacific Center for Financial Services | 6 | $319 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4 | $259 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $259 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 4 | $259 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4 | $259 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $259 | 0.00% | +4 | New |
| MCF Advisors LLC | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $194 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 3 | $194 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3 | $194 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3 | $194 | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 3 | $193 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 2 | $130 | 0.00% | −4−66.7% | Reduced |
| Center for Financial Planning, Inc. | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 2 | $130 | 0.00% | +2 | New |
| Lavaca Capital LLC | 2 | $130 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $128 | 0.00% | −14−87.5% | Reduced |
| Huntington National Bank | 1 | $65 | 0.00% | −59−98.3% | Reduced |
| First Horizon Corp | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $65 | 0.00% | +1 | New |
| Evolution Wealth Management Inc. | 1 | $65 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $65 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $65 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −2,285,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −747,308−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −592,783−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −536,217−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −148,829−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −147,402−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −136,000−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −109,913−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −100,208−100.0% | Sold out |
| PSquared Asset Management AG | 0 | $0 | 0.00% | −99,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −89,776−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −69,600−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −68,178−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −60,339−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −55,898−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −43,550−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −29,536−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −26,003−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Exit Wealth Advisors, LLC. | 0 | $0 | 0.00% | −23,417−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −23,161−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −22,427−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −22,195−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,191−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −17,318−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −16,546−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −14,572−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −14,096−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,708−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −11,840−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −10,317−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −10,268−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −10,158−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,082−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,782−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −7,539−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −7,479−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |