| ORG Wealth Partners, LLC | 13 | $8.17K | 0.00% | +6+85.7% | Added |
| First PREMIER Bank | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 12 | $7.61K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $7.54K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $7.54K | 0.00% | +4+50.0% | Added |
| South Plains Financial, Inc. | 12 | $7.54K | 0.01% | +12 | New |
| Byrne Asset Management LLC | 12 | $7.54K | 0.01% | +12 | New |
| McIlrath & Eck, LLC | 11 | $6.91K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $6.91K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $6.91K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 11 | $6.62K | 0.00% | +11 | New |
| Richardson Financial Services Inc. | 10 | $6.30K | 0.00% | +10 | New |
| Barrett & Company, Inc. | 10 | $6.29K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.29K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $6.29K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $6.29K | 0.00% | +6+150.0% | Added |
| Minot DeBlois Advisors LLC | 10 | $6.29K | 0.01% | +10 | New |
| Mainstream Capital Management LLC | 10 | $6.29K | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $6.29K | 0.01% | +10 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 10 | $6.29K | 0.00% | +10 | New |
| TD Capital Management LLC | 9 | $5.67K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 8 | $5.03K | 0.00% | +8 | New |
| PrairieView Partners, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 8 | $5.00K | 0.00% | +8 | New |
| Winthrop Capital Management, LLC | 7 | $5.00K | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $4.76K | 0.00% | +3+60.0% | Added |
| PFG Private Wealth Management, LLC | 7 | $4.40K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 7 | $4.40K | 0.19% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 7 | $4.40K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $4.40K | 0.00% | +7 | New |
| MPWM Advisory Solutions, LLC | 7 | $4.40K | 0.00% | +7 | New |
| Hazlett, Burt & Watson, Inc. | 6 | $4.00K | 0.00% | −2−25.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6 | $3.77K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $3.77K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 6 | $3.77K | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $3.52K | 0.00% | +6 | New |
| Decker Retirement Planning Inc. | 5 | $3.14K | 0.00% | +5 | New |
| Asset Planning,Inc | 5 | $3.14K | 0.00% | +5 | New |
| Crowley Wealth Management, Inc. | 5 | $3.14K | 0.00% | +5 | New |
| Clal Insurance Enterprises Holdings Ltd | 4 | $3.00K | 0.00% | +4 | New |
| FLP Wealth Management, LLC | 4 | $2.59K | 0.01% | +4 | New |
| Longfellow Investment Management Co LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $2.51K | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 3 | $2.06K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3 | $1.90K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $1.89K | 0.00% | −2−40.0% | Reduced |
| ESL Trust Services, LLC | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $1.89K | 0.00% | +3 | New |
| Park Square Financial Group, LLC | 3 | $1.89K | 0.00% | +3 | New |
| Painted Porch Advisors LLC | 2 | $1.29K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $1.26K | 0.00% | −4−66.7% | Reduced |
| Evermay Wealth Management LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.26K | 0.00% | +1+100.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2 | $1.26K | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $1.26K | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Birchbrook, Inc. | 1 | $643 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $629 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Seven Post Investment Office LP | 0 | $0 | 0.00% | −163,590−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −54,409−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −44,111−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −43,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −41,973−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,586−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,018−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −28,727−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −23,160−100.0% | Sold out |
| Cohen Klingenstein LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −17,410−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,957−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −13,402−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −13,393−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,087−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −11,674−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,210−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,078−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,419−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,758−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −9,561−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −9,314−100.0% | Sold out |
| Quest Investment Management LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −11,227−100.0% | Sold out |
| Mirabaud Asset Management Ltd | 0 | $0 | 0.00% | −7,873−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,737−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −7,731−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −6,673−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −6,496−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −6,055−100.0% | Sold out |
| Settian Capital LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |