| IAG Wealth Partners, LLC | 17 | $11.2K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 17 | $11.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $10.6K | 0.00% | −13−44.8% | Reduced |
| Armstrong Advisory Group, Inc | 16 | $10.5K | 0.00% | +16 | New |
| Tyler-Stone Wealth Management | 16 | $10.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $9.86K | 0.00% | +3+25.0% | Added |
| Rakuten Securities, Inc. | 15 | $9.86K | 0.00% | −13−46.4% | Reduced |
| Aspire Private Capital, LLC | 15 | $9.86K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 14 | $9.20K | 0.01% | +2+16.7% | Added |
| Quarry LP | 14 | $9.20K | 0.00% | +14 | New |
| Westend Capital Management, LLC | 14 | $9.11K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 13 | $9.00K | 0.00% | +13 | New |
| PFS Partners, LLC | 13 | $8.60K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $8.54K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $8.54K | 0.00% | +7+116.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $8.00K | 0.00% | +12 | New |
| Kozak & Associates, Inc. | 12 | $7.96K | 0.00% | −11−47.8% | Reduced |
| Cedar Wealth Management, LLC | 12 | $7.89K | 0.00% | −12−50.0% | Reduced |
| Missouri Trust & Investment Co | 12 | $7.89K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 12 | $7.82K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11 | $7.33K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $7.23K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $7.23K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 11 | $7.23K | 0.00% | +11 | New |
| JNBA Financial Advisors | 10 | $6.57K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $6.57K | 0.00% | −42−80.8% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $6.57K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $5.92K | 0.00% | −6−40.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9 | $5.92K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9 | $5.85K | 0.00% | −50−84.7% | Reduced |
| Mascoma Wealth Management LLC | 8 | $5.26K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 8 | $5.26K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $5.26K | 0.44% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 7 | $4.66K | 0.00% | +7 | New |
| Mendota Financial Group, LLC | 7 | $4.60K | 0.00% | −115−94.3% | Reduced |
| PFG Private Wealth Management, LLC | 7 | $4.60K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 6 | $3.94K | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $3.29K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 5 | $3.29K | 0.00% | +5 | New |
| Householder Group Estate & Retirement Specialist, LLC | 6 | $3.00K | 0.00% | +3+100.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $3.00K | 0.00% | +4 | New |
| Longfellow Investment Management Co LLC | 4 | $2.63K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.63K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4 | $2.44K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3 | $1.98K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $1.97K | 0.00% | −238−98.8% | Reduced |
| ESL Trust Services, LLC | 3 | $1.97K | 0.00% | +3 | New |
| Painted Porch Advisors LLC | 2 | $1.34K | 0.00% | +2 | New |
| Ritter Daniher Financial Advisory LLC | 2 | $1.31K | 0.00% | −1−33.3% | Reduced |
| Evermay Wealth Management LLC | 2 | $1.31K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.31K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2 | $1.31K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.04K | 0.00% | −9,715−100.0% | Reduced |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Birchbrook, Inc. | 1 | $670 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $658 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $657 | 0.00% | −1−50.0% | Reduced |
| Lynx Investment Advisory | 1 | $657 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 657 | $295 | 0.21% | +205+45.4% | Added |
| Dogwood Wealth Management LLC | 0 | $22 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −1,188,779−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −624,942−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −588,493−100.0% | Sold out |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −195,585−100.0% | Sold out |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −158,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −107,643−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −72,508−100.0% | Sold out |
| Styrax Capital, LP | 0 | $0 | 0.00% | −60,155−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −58,811−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −57,869−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −44,942−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −29,270−100.0% | Sold out |
| Laurus Investment Counsel Inc. | 0 | $0 | 0.00% | −15,050−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −14,365−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −13,128−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −11,291−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −11,291−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −10,238−100.0% | Sold out |
| Center Lake Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −9,587−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,149−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −7,701−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −7,276−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −6,676−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,994−100.0% | Sold out |
| Coalescence Partners Investment Management, LP | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,643−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −4,448−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −3,002−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,960−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
