| Abound Wealth Management | 62 | $12.3K | 0.00% | +10+19.2% | Added |
| EntryPoint Capital, LLC | 62 | $12.3K | 0.01% | +62 | New |
| FSA Wealth Management LLC | 61 | $12.0K | 0.01% | +61 | New |
| Glass Jacobson Investment Advisors llc | 60 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 52 | $10.3K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 52 | $10.3K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $9.96K | 0.00% | −1,781−97.3% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $9.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $9.92K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 47 | $9.32K | 0.00% | −8−14.5% | Reduced |
| Loomis Sayles & Co L P | 45 | $9.00K | 0.00% | −22−32.8% | Reduced |
| Ashburton (Jersey) Ltd | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 45 | $8.93K | 0.00% | −170−79.1% | Reduced |
| TFC Financial Management | 44 | $8.73K | 0.00% | −50−53.2% | Reduced |
| Bruce G. Allen Investments, LLC | 44 | $8.73K | 0.01% | +44 | New |
| Raleigh Capital Management Inc. | 42 | $8.33K | 0.00% | +42 | New |
| Voisard Asset Management Group, Inc. | 42 | $8.33K | 0.01% | +42 | New |
| Hazlett, Burt & Watson, Inc. | 41 | $8.00K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 40 | $7.93K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 36 | $7.14K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $5.95K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 28 | $5.64K | 0.00% | +28 | New |
| Group One Trading, L.P. | 28 | $5.55K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 27 | $5.36K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 25 | $5.00K | 0.00% | +25 | New |
| Vermillion & White Wealth Management Group, LLC | 25 | $4.96K | 0.00% | +25 | New |
| Aspect Partners, LLC | 23 | $4.56K | 0.00% | +23 | New |
| Pineridge Advisors LLC | 23 | $4.56K | 0.00% | +23 | New |
| HWG Holdings LP | 22 | $4.36K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $4.00K | 0.00% | −28−57.1% | Reduced |
| Clear Investment Research, LLC | 16 | $3.19K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $3.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $3.17K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 16 | $3.17K | 0.00% | +16 | New |
| Winch Advisory Services, LLC | 15 | $3.03K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $2.41K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 12 | $2.38K | 0.00% | +1+9.1% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $2.18K | 0.00% | +11 | New |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Long Island Wealth Management, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Archer Investment Corp | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $1.98K | 0.00% | +10 | New |
| Longfellow Investment Management Co LLC | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $1.66K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 8 | $1.61K | 0.00% | +8 | New |
| Trifecta Capital Advisors, LLC | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $1.59K | 0.00% | +2+33.3% | Added |
| Independence Bank of Kentucky | 8 | $1.59K | 0.00% | +8 | New |
| Frank, Rimerman Advisors LLC | 8 | $1.59K | 0.00% | +8 | New |
| Signature Resources Capital Management, LLC | 7 | $1.43K | 0.00% | +7 | New |
| Rise Advisors, LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $992 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $992 | 0.00% | +5 | New |
| Foster Dykema Cabot & Partners, LLC | 4 | $796 | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $596 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $595 | 0.00% | 00.0% | Unchanged |
| American National Bank | 3 | $595 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $595 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1 | $202 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Governors Lane LP | 0 | $0 | 0.00% | −117,229−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −62,010−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −43,448−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −35,244−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −33,543−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −31,807−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −29,719−100.0% | Sold out |
| Shelter Mutual Insurance Co | 0 | $0 | 0.00% | −26,684−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −22,170−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −21,978−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,044−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,109−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,886−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −10,924−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,925−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −6,379−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −5,302−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −3,738−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,421−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,635−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −2,409−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,777−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |