| Redmont Wealth Advisors LLC | 15 | $7.03K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 15 | $7.03K | 0.01% | +15 | New |
| Winthrop Capital Management, LLC | 14 | $7.00K | 0.00% | −4−22.2% | Reduced |
| Aspect Partners, LLC | 14 | $6.56K | 0.00% | +2+16.7% | Added |
| Wealth Watch Advisors, INC | 14 | $6.56K | 0.00% | +4+40.0% | Added |
| Winnow Wealth LLC | 13 | $6.10K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 12 | $5.63K | 0.00% | +12 | New |
| Bare Financial Services, Inc | 12 | $5.63K | 0.00% | −2−14.3% | Reduced |
| Motco | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10 | $4.72K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $4.69K | 0.00% | +4+66.7% | Added |
| Bullseye Investment Management, LLC | 10 | $4.69K | 0.00% | +10 | New |
| Dixon Mitchell Investment Counsel Inc. | 10 | $4.69K | 0.00% | +10 | New |
| Kings Path Partners LLC | 10 | $4.69K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $4.69K | 0.00% | +10 | New |
| Banque Transatlantique SA | 10 | $4.69K | 0.00% | −60−85.7% | Reduced |
| Winch Advisory Services, LLC | 9 | $4.22K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $4.22K | 0.00% | +3+50.0% | Added |
| S&T Bank | 8 | $3.75K | 0.00% | −6−42.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 8 | $3.75K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 8 | $3.75K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 8 | $3.75K | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 7 | $3.28K | 0.00% | +2+40.0% | Added |
| United Financial Planning Group LLC | 7 | $3.28K | 0.00% | +7 | New |
| Key Capital Management, INC | 7 | $3.28K | 0.00% | +7 | New |
| Cedar Wealth Management, LLC | 6 | $2.81K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $2.81K | 0.08% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 6 | $2.81K | 0.00% | +6 | New |
| Altshuler Shaham Ltd | 5 | $2.34K | 0.00% | −21−80.8% | Reduced |
| Horrell Capital Management, Inc. | 5 | $2.34K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 5 | $2.34K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 5 | $2.34K | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $2.34K | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 5 | $2.34K | 0.00% | +5 | New |
| LM Advisors LLC | 1,016 | $2.17K | 0.04% | −1,169−53.5% | Reduced |
| West Branch Capital LLC | 4 | $1.88K | 0.00% | −15−78.9% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.88K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 3 | $1.41K | 0.00% | +3 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.41K | 0.00% | +3 | New |
| Luken Investment Analytics, LLC | 3 | $1.41K | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $1.36K | 0.00% | +2+200.0% | Added |
| Pilgrim Partners Asia Pte Ltd | 2 | $938 | 0.00% | −48−96.0% | Reduced |
| Delta Asset Management LLC | 2 | $938 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2 | $938 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2 | $938 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $938 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $937 | 0.00% | −4−66.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 1 | $469 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $469 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $469 | 0.00% | +1 | New |
| Hamrick Investment Counsel, llc | 1 | $469 | 0.00% | +1 | New |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $442 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $279 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 0 | $32 | 0.00% | 0 | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 0 | $0 | 0.00% | −101,065−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −66,457−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −29,656−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −20,050−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −17,252−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −17,009−100.0% | Sold out |
| Sands Capital Ventures, LLC | 0 | $0 | 0.00% | −15,615−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,056−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −12,089−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −10,942−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,703−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −9,537−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −8,697−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −7,776−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −5,954−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,794−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,635−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,238−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −4,194−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Pegasus Asset Management, Inc. | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −2,198−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |