| Hartford Financial Management Inc. | 50 | $8.19K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $8.19K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 8,193 | $8.19K | 0.01% | +8,143+16,286.0% | Added |
| Bangor Savings Bank | 50 | $8.19K | 0.00% | +50 | New |
| Rialto Wealth Management, LLC | 44 | $7.21K | 0.00% | +11+33.3% | Added |
| Truvestments Capital LLC | 43 | $7.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $7.00K | 0.00% | −41−47.7% | Reduced |
| Avion Wealth | 46 | $7.00K | 0.00% | +21+84.0% | Added |
| Riggs Asset Managment Co. Inc. | 40 | $6.55K | 0.00% | +40 | New |
| Harbour Investments, Inc. | 39 | $6.39K | 0.00% | −2,251−98.3% | Reduced |
| Fortitude Family Office, LLC | 39 | $6.39K | 0.00% | +15+62.5% | Added |
| Whipplewood Advisors, LLC | 37 | $6.06K | 0.00% | +17+85.0% | Added |
| Howard Hughes Medical Institute | 37 | $6.06K | 0.00% | +37 | New |
| Princeton Global Asset Management LLC | 36 | $5.90K | 0.00% | +36 | New |
| Aspect Partners, LLC | 32 | $5.24K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 32 | $5.24K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 32 | $5.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $5.08K | 0.00% | −36−53.7% | Reduced |
| Signature Resources Capital Management, LLC | 30 | $4.92K | 0.00% | +30 | New |
| Highline Wealth Partners LLC | 29 | $4.75K | 0.00% | +8+38.1% | Added |
| Kilter Group LLC | 26 | $4.26K | 0.00% | +26 | New |
| South Plains Financial, Inc. | 26 | $4.26K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $4.26K | 0.00% | +20+333.3% | Added |
| Compass Financial Services Inc | 25 | $4.10K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 24 | $3.93K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 23 | $3.77K | 0.00% | +23 | New |
| ORG Partners LLC | 22 | $3.62K | 0.00% | +18+450.0% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $2.95K | 0.00% | −1−5.3% | Reduced |
| Country Trust Bank | 18 | $2.95K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 17 | $2.79K | 0.00% | +2+13.3% | Added |
| Horizon Financial Services, LLC | 17 | $2.79K | 0.00% | +9+112.5% | Added |
| Dunhill Financial, LLC | 15 | $2.61K | 0.00% | −30−66.7% | Reduced |
| Bogart Wealth, LLC | 15 | $2.46K | 0.00% | −111−88.1% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 14 | $2.29K | 0.00% | −2−12.5% | Reduced |
| Trust Co | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 14 | $2.29K | 0.00% | +14 | New |
| Murphy & Mullick Capital Management Corp | 13 | $2.13K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $1.80K | 0.00% | +8+266.7% | Added |
| Dogwood Wealth Management LLC | 11 | $1.80K | 0.00% | +9+450.0% | Added |
| Kimelman & Baird, LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $1.48K | 0.00% | +6+200.0% | Added |
| Clark Wealth Partners | 8 | $1.31K | 0.00% | −40−83.3% | Reduced |
| SJS Investment Consulting Inc. | 8 | $1.31K | 0.00% | −9−52.9% | Reduced |
| Red Tortoise LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.31K | 0.00% | +8 | New |
| Atlantic Trust, LLC | 8 | $1.31K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 8 | $1.31K | 0.00% | +3+60.0% | Added |
| Fortis Group Advisors, LLC | 3 | $1.15K | 0.00% | −4−57.1% | Reduced |
| Ogorek Anthony Joseph | 7 | $1.00K | 0.00% | −19−73.1% | Reduced |
| TFC Financial Management | 6 | $984 | 0.00% | +3+100.0% | Added |
| Colonial Trust Co | 6 | $983 | 0.00% | −1−14.3% | Reduced |
| DecisionPoint Financial, LLC | 5 | $823 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $820 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $819 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 5 | $819 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $819 | 0.00% | +2+66.7% | Added |
| CBIZ Investment Advisory Services, LLC | 5 | $819 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $819 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 4 | $656 | 0.00% | −7−63.6% | Reduced |
| Stephens Consulting, LLC | 4 | $656 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $655 | 0.00% | +1+33.3% | Added |
| Ancora Advisors, LLC | 4 | $655 | 0.00% | +2+100.0% | Added |
| NVWM, LLC | 4 | $655 | 0.00% | +3+300.0% | Added |
| S&T Bank | 4 | $655 | 0.00% | +4 | New |
| Crewe Advisors LLC | 3 | $492 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $492 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $492 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3 | $492 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $492 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $482 | 0.00% | −15−83.3% | Reduced |
| Core Alternative Capital | 2 | $328 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2 | $328 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,249,974−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −272,947−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −127,299−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −94,281−100.0% | Sold out |
| Torray LLC | 0 | $0 | 0.00% | −82,945−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −64,642−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −39,738−100.0% | Sold out |
| Talos Asset Management LP | 0 | $0 | 0.00% | −32,100−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −22,308−100.0% | Sold out |
| KP Management LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −18,699−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −16,560−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,319−100.0% | Sold out |
| JPB Foundation | 0 | $0 | 0.00% | −12,187−100.0% | Sold out |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −12,102−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −10,140−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −9,137−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −9,032−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −8,726−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −8,129−100.0% | Sold out |
