| ZRC Wealth Management, LLC | 30 | $2.35K | 0.00% | +30 | New |
| Caitong International Asset Management Co., Ltd | 30 | $2.35K | 0.00% | −262−89.7% | Reduced |
| NBT Bank N A | 30 | $2.35K | 0.00% | −13−30.2% | Reduced |
| JPL Wealth Management, LLC | 28 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $2.20K | 0.00% | −81−74.3% | Reduced |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 29 | $1.97K | 0.00% | +29 | New |
| Bartlett & Co. Wealth Management LLC | 24 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 24 | $1.88K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24 | $1.88K | 0.00% | +23+2,300.0% | Added |
| Quaker Wealth Management, LLC | 23 | $1.81K | 0.00% | −2−8.0% | Reduced |
| Continuum Advisory, LLC | 23 | $1.80K | 0.00% | +23 | New |
| Glen Eagle Advisors, LLC | 22 | $1.73K | 0.00% | +13+144.4% | Added |
| Quent Capital, LLC | 18 | $1.41K | 0.00% | +11+157.1% | Added |
| Ameriflex Group, Inc. | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 17 | $1.33K | 0.00% | +17 | New |
| Planning Strategies Inc. | 17 | $1.33K | 0.00% | +17 | New |
| North Star Investment Management Corp. | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 16 | $1.18K | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 14 | $1.10K | 0.00% | +4+40.0% | Added |
| American Capital Advisory, LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 11 | $864 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $785 | 0.00% | −5−33.3% | Reduced |
| Frazier Financial Advisors, LLC | 8 | $628 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $628 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $628 | 0.00% | +3+60.0% | Added |
| Marquette Asset Management, LLC | 7 | $550 | 0.00% | −6−46.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 7 | $549 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $503 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $393 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $393 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $235 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2 | $157 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $157 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $157 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $79 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $5 | 0.00% | 0 | New |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −161,188−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −117,236−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −88,616−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −83,695−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −72,874−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −55,293−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −47,623−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −50,510−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −39,911−100.0% | Sold out |
| Leibman Financial Services, Inc. | 0 | $0 | 0.00% | −37,207−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −26,166−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −24,930−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −23,618−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Afg Fiduciary Services Limited Partnership | 0 | $0 | 0.00% | −17,725−100.0% | Sold out |
| Range Rock Capital, LLC | 0 | $0 | 0.00% | −16,477−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −14,047−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −13,194−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −11,214−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Expressive Wealth LLC | 0 | $0 | 0.00% | −4,551−100.0% | Sold out |
| Rockline Wealth Management, LLC | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Victrix Investment Advisors | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Cypress Financial Planning LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,899−100.0% | Sold out |
| BXM Wealth LLC | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,677−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Merkkuri Wealth Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Greykasell Wealth Strategies, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
