| Colonial Trust Co | 22 | $5.73K | 0.00% | −1−4.3% | Reduced |
| Nemes Rush Group LLC | 21 | $5.47K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 21 | $5.46K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $5.19K | 0.00% | +13+185.7% | Added |
| Hantz Financial Services, Inc. | 19 | $5.00K | 0.00% | +17+850.0% | Added |
| Meeder Asset Management Inc | 18 | $4.67K | 0.00% | −38−67.9% | Reduced |
| Leonteq Securities AG | 18 | $4.67K | 0.00% | −7−28.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $4.41K | 0.01% | 00.0% | Unchanged |
| Motco | 18 | $4.32K | 0.00% | +18 | New |
| Harbor Investment Advisory, LLC | 16 | $4.15K | 0.00% | −18−52.9% | Reduced |
| Concord Wealth Partners | 16 | $4.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $4.15K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 15 | $3.89K | 0.00% | +15 | New |
| Abound Wealth Management | 14 | $3.63K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 14 | $3.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.37K | 0.00% | +2+18.2% | Added |
| WealthTrak Capital Management LLC | 13 | $3.37K | 0.00% | +5+62.5% | Added |
| Activest Wealth Management | 12 | $3.11K | 0.00% | −188−94.0% | Reduced |
| Bogart Wealth, LLC | 12 | $3.11K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $2.85K | 0.00% | +11 | New |
| Essential Partners LLC | 11 | $2.85K | 0.00% | +11 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $2.59K | 0.00% | +3+42.9% | Added |
| Dunhill Financial, LLC | 9 | $2.58K | 0.00% | −72−88.9% | Reduced |
| TFC Financial Management | 9 | $2.34K | 0.00% | +1+12.5% | Added |
| Sachetta, LLC | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $2.33K | 0.00% | +2+28.6% | Added |
| First United Bank Trust | 8 | $2.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $2.08K | 0.00% | +8 | New |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $1.58K | 0.00% | −3−33.3% | Reduced |
| Highline Wealth Partners LLC | 6 | $1.56K | 0.00% | −2−25.0% | Reduced |
| SJS Investment Consulting Inc. | 6 | $1.56K | 0.00% | −5−45.5% | Reduced |
| Aspect Partners, LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.56K | 0.00% | +3+100.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $1.56K | 0.00% | +3+100.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 53 | $1.30K | 0.00% | +48+960.0% | Added |
| Core Alternative Capital | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.30K | 0.00% | −11−68.8% | Reduced |
| Tortoise Investment Management, LLC | 5 | $1.30K | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $1.04K | 0.00% | +2+100.0% | Added |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Valued Wealth Advisors LLC | 3 | $779 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $779 | 0.00% | +3 | New |
| Logan Capital Management Inc | 3 | $778 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $778 | 0.00% | +2+200.0% | Added |
| Strategic Investment Solutions, Inc. | 2 | $532 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $519 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $519 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $481 | 0.00% | −8−80.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1 | $337 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $285 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $259 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $259 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $259 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Meritage Group LP | 0 | $0 | 0.00% | −402,901−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −343,618−100.0% | Sold out |
| Fundsmith LLPSuperinvestorFundsmith | 0 | $0 | 0.00% | −235,505−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −43,179−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −37,782−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −34,510−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −28,756−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −19,791−100.0% | Sold out |
| Lynwood Price Capital Management LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −16,125−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −14,859−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,634−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −10,698−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −7,918−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,386−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,147−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −2,762−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −2,714−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |