| City State Bank | 6 | $8.16K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $8.16K | 0.00% | +2+50.0% | Added |
| Aspect Partners, LLC | 6 | $8.16K | 0.00% | +4+200.0% | Added |
| Guardian Partners Inc. | 6 | $8.16K | 0.00% | +6 | New |
| Y.D. More Investments Ltd | 1,720 | $7.86K | 0.00% | +85+5.2% | Added |
| Winch Advisory Services, LLC | 5 | $7.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $6.80K | 0.00% | +1+25.0% | Added |
| First Command Advisory Services, Inc. | 5 | $6.80K | 0.00% | −6−54.5% | Reduced |
| South State Corp. | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $6.80K | 0.00% | +2+66.7% | Added |
| HHM Wealth Advisors, LLC | 5 | $6.80K | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $6.80K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 5 | $6.80K | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $6.80K | 0.00% | +5 | New |
| Manning & Napier Advisors LLC | 5 | $6.77K | 0.00% | +5 | New |
| Conquis Financial LLC | 4 | $5.44K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $5.44K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $5.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $5.44K | 0.00% | +2+100.0% | Added |
| Capital Analysts, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 3 | $4.25K | 0.00% | +3 | New |
| Tidemark, LLC | 3 | $4.21K | 0.00% | −1−25.0% | Reduced |
| Philadelphia Investment Partners, LLC | 3 | $4.11K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $4.09K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $4.08K | 0.00% | +1+50.0% | Added |
| Wall Street Access Asset Management, LLC | 3 | $4.08K | 0.00% | +3 | New |
| Altshuler Shaham Ltd | 3 | $4.08K | 0.00% | −1−25.0% | Reduced |
| Country Trust Bank | 3 | $4.08K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $4.08K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 3 | $4.08K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $4.08K | 0.00% | +3 | New |
| RMG Wealth Management LLC | 3 | $3.92K | 0.00% | −3−50.0% | Reduced |
| Abound Wealth Management | 2 | $3.37K | 0.00% | −5−71.4% | Reduced |
| Burkett Financial Services, LLC | 2 | $2.75K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $2.72K | 0.00% | +1+100.0% | Added |
| Motco | 2 | $2.72K | 0.00% | +1+100.0% | Added |
| Seneschal Advisors, LLC | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1 | $1.36K | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $1.36K | 0.00% | −13−92.9% | Reduced |
| Prosperity Bancshares Inc | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $1.36K | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 1 | $1.36K | 0.00% | +1 | New |
| Fortis Group Advisors, LLC | 1 | $1.36K | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $1.36K | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $1.34K | 0.00% | +1 | New |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Navigoe, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Birchbrook, Inc. | 1 | $701 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 0 | $478 | 0.00% | 0 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −26,984−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −16,668−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,837−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,944−100.0% | Sold out |
| Foyston, Gordon, & Payne Inc | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,052−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −241−100.0% | Sold out |