| Sound Income Strategies, LLC | 43 | $3.92K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $3.74K | 0.00% | +19+86.4% | Added |
| First Pacific Financial | 38 | $3.47K | 0.00% | +38 | New |
| Fortitude Family Office, LLC | 36 | $3.29K | 0.00% | +36 | New |
| Bare Financial Services, Inc | 35 | $3.19K | 0.00% | +29+483.3% | Added |
| Creative Financial Designs Inc | 33 | $3.01K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 30 | $2.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 19 | $1.73K | 0.00% | +19 | New |
| Cromwell Holdings LLC | 18 | $1.65K | 0.00% | +18 | New |
| HM Payson & Co | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $1.46K | 0.00% | −51−76.1% | Reduced |
| Rothschild Investment LLC | 15 | $1.37K | 0.00% | +5+50.0% | Added |
| SJS Investment Consulting Inc. | 14 | $1.28K | 0.00% | −7−33.3% | Reduced |
| Rosenberg Matthew Hamilton | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $1.09K | 0.00% | +12 | New |
| Whittier Trust Co | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 10 | $913 | 0.00% | −5−33.3% | Reduced |
| Logan Capital Management Inc | 8 | $730 | 0.00% | −768−99.0% | Reduced |
| Total Investment Management Inc | 8 | $730 | 0.00% | +8 | New |
| Kilter Group LLC | 8 | $730 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 7 | $639 | 0.00% | +3+75.0% | Added |
| Rialto Wealth Management, LLC | 6 | $548 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $547 | 0.00% | +3+100.0% | Added |
| Valued Wealth Advisors LLC | 5 | $459 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $456 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $365 | 0.00% | −1−20.0% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $365 | 0.00% | +4 | New |
| Montag A & Associates Inc | 0 | $280 | 0.00% | 0 | New |
| Principia Wealth Advisory, LLC | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $274 | 0.00% | +3 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $259 | 0.00% | +3 | New |
| Strategic Wealth Designers | 2 | $182 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $91 | 0.00% | −10−90.9% | Reduced |
| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −294,079−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −184,727−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −177,059−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −153,043−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −78,714−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −73,454−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −31,682−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −31,582−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −24,076−100.0% | Sold out |
| New South Capital Management Inc | 0 | $0 | 0.00% | −20,849−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,423−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,103−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,737−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −7,617−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −6,492−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −5,842−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −4,249−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| CFC Planning Co LLC | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| CCM Investment Group, LLC | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Callan Capital, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |