| Coston, McIsaac & Partners | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 25 | $5.43K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 22 | $4.78K | 0.00% | −4−15.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $4.78K | 0.01% | −3−12.0% | Reduced |
| Sound Income Strategies, LLC | 22 | $4.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $4.78K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 21 | $4.56K | 0.00% | +5+31.3% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $4.56K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $4.56K | 0.00% | +21 | New |
| CBIZ Investment Advisory Services, LLC | 21 | $4.56K | 0.00% | +21 | New |
| Sachetta, LLC | 18 | $3.91K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $3.47K | 0.00% | −3−15.8% | Reduced |
| Spire Wealth Management | 16 | $3.47K | 0.00% | +1+6.7% | Added |
| Raffa Wealth Management, LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $3.26K | 0.00% | −4−26.7% | Reduced |
| Global Financial Private Client, LLC | 15 | $3.26K | 0.00% | +10+200.0% | Added |
| Flaharty Asset Management, LLC | 15 | $3.26K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 16 | $3.10K | 0.00% | +4+33.3% | Added |
| Hughes Financial Services, LLC | 14 | $3.05K | 0.00% | +14 | New |
| Highline Wealth Partners LLC | 14 | $3.04K | 0.00% | +7+100.0% | Added |
| Ulland Investment Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $2.82K | 0.00% | −8−38.1% | Reduced |
| North Capital, Inc. | 12 | $2.63K | 0.00% | +12 | New |
| Salem Investment Counselors Inc | 11 | $2.39K | 0.00% | +11 | New |
| Painted Porch Advisors LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 11 | $2.19K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 10 | $2.17K | 0.00% | +10 | New |
| Kiker Wealth Management, LLC | 10 | $2.17K | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 9 | $1.95K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $1.43K | 0.00% | −1−12.5% | Reduced |
| NVWM, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 5 | $1.09K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $1.08K | 0.00% | +5 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 4 | $875 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $869 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $869 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $869 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $869 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $869 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $771 | 0.00% | +1+33.3% | Added |
| Cherry Tree Wealth Management, LLC | 4 | $760 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $652 | 0.00% | +1+50.0% | Added |
| Wood Tarver Financial Group, LLC | 3 | $652 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $652 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $651 | 0.00% | +2+200.0% | Added |
| GoalVest Advisory LLC | 3 | $651 | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $602 | 0.00% | +3 | New |
| Crewe Advisors LLC | 2 | $435 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $435 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2 | $434 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2 | $434 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $413 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $218 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $218 | 0.00% | +1 | New |
| Nova Wealth Management, Inc. | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −598,569−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −86,000−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −29,272−100.0% | Sold out |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | $0 | 0.00% | −23,750−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −20,758−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −19,413−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,131−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −13,597−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −11,998−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −9,825−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −9,668−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −7,966−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −7,867−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,424−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −6,609−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,898−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,779−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −3,634−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| Miller Financial Services LLC | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −1,821−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| Objective Capital Management, LLC | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |