| Tradewinds Capital Management, LLC | 14 | $5.72K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $5.72K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $5.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $5.32K | 0.00% | +1+8.3% | Added |
| True Wealth Design, LLC | 12 | $5.06K | 0.00% | +2+20.0% | Added |
| Cornerstone Planning Group LLC | 19 | $5.05K | 0.00% | −1−5.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 12 | $4.91K | 0.00% | −2−14.3% | Reduced |
| MorganRosel Wealth Management, LLC | 12 | $4.91K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 12 | $4.91K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 11 | $4.50K | 0.00% | +11 | New |
| Battery Global Advisors, LLC | 10 | $4.09K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $3.72K | 0.00% | −15−62.5% | Reduced |
| Signature Resources Capital Management, LLC | 9 | $3.68K | 0.00% | +9 | New |
| Essential Partners LLC | 9 | $3.68K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $3.27K | 0.00% | −5−38.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 8 | $3.27K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8 | $3.27K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8 | $3.27K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $3.27K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $2.86K | 0.00% | −3−30.0% | Reduced |
| Financial Perspectives, Inc | 7 | $2.86K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 7 | $2.86K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $2.86K | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 7 | $2.86K | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $2.86K | 0.00% | +4+133.3% | Added |
| Caldwell Sutter Capital, Inc. | 6 | $2.45K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $2.45K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6 | $2.45K | 0.00% | +3+100.0% | Added |
| Rossby Financial, LCC | 6 | $2.45K | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $2.04K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $2.04K | 0.00% | −4−44.4% | Reduced |
| NVWM, LLC | 5 | $2.04K | 0.00% | −1−16.7% | Reduced |
| Clark Wealth Partners | 5 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $2.04K | 0.00% | +1+25.0% | Added |
| HFM Investment Advisors, LLC | 5 | $2.04K | 0.00% | +3+150.0% | Added |
| Capital Analysts, LLC | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| First PREMIER Bank | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.64K | 0.00% | +3+300.0% | Added |
| High Note Wealth, LLC | 4 | $1.64K | 0.00% | −1−20.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4 | $1.64K | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 4 | $1.64K | 0.00% | +1+33.3% | Added |
| Principia Wealth Advisory, LLC | 4 | $1.64K | 0.00% | +1+33.3% | Added |
| Pacific Center for Financial Services | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $1.23K | 0.00% | −2−40.0% | Reduced |
| PayPay Securities Corp | 3 | $1.23K | 0.06% | −1−25.0% | Reduced |
| Bokf, NA | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.23K | 0.00% | +1+50.0% | Added |
| GFG Capital, LLC | 3 | $1.23K | 0.00% | +3 | New |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $837 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $818 | 0.00% | −41−95.3% | Reduced |
| Trifecta Capital Advisors, LLC | 2 | $818 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $818 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2 | $818 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $818 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 2 | $818 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 2 | $818 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2 | $818 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 2 | $818 | 0.00% | +2 | New |
| GPS Wealth Strategies Group, LLC | 2 | $818 | 0.00% | +2 | New |
| Murphy & Mullick Capital Management Corp | 3 | $808 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $539 | 0.00% | −4−66.7% | Reduced |
| Hughes Financial Services, LLC | 2 | $524 | 0.00% | −7−77.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1 | $503 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $409 | 0.00% | −3−75.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $409 | 0.00% | −3−75.0% | Reduced |
| Future Financial Wealth Managment LLC | 1 | $409 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $409 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $409 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1 | $409 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 1 | $409 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $409 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $409 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $409 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $409 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $409 | 0.00% | +1 | New |
| Maseco LLP | 1 | $409 | 0.00% | +1 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,626,990−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −320,516−100.0% | Sold out |
| Voyager Global Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Bristol John W & Co Inc | 0 | $0 | 0.00% | −194,254−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −182,795−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −68,543−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,355−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,820−100.0% | Sold out |
| Oakcliff Capital Partners, LP | 0 | $0 | 0.00% | −38,239−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −34,032−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −31,586−100.0% | Sold out |