| Asset Dedication, LLC | 23 | $3.19K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 21 | $2.92K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 20 | $2.78K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 20 | $2.78K | 0.00% | −12−37.5% | Reduced |
| Zions Bancorporation, National Association | 20 | $2.78K | 0.00% | +3+17.6% | Added |
| Horizon Financial Services, LLC | 20 | $2.78K | 0.00% | +5+33.3% | Added |
| Ares Financial Consulting, LLC | 20 | $2.78K | 0.00% | +20 | New |
| Harbor Investment Advisory, LLC | 19 | $2.64K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 19 | $2.64K | 0.00% | +19 | New |
| CNB Bank | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 18 | $2.50K | 0.00% | +18 | New |
| Johnson Financial Group, Inc. | 17 | $2.36K | 0.00% | −3−15.0% | Reduced |
| Raffa Wealth Management, LLC | 17 | $2.36K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $2.08K | 0.00% | +5+50.0% | Added |
| North Star Investment Management Corp. | 15 | $2.08K | 0.00% | +15 | New |
| Strategic Wealth Partners, Ltd. | 15 | $2.08K | 0.00% | +15 | New |
| TD Capital Management LLC | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $1.95K | 0.00% | −12−46.2% | Reduced |
| SWAN Capital LLC | 14 | $1.91K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $1.82K | 0.00% | −228−94.6% | Reduced |
| Wilkerson Advisory Group LLC | 12 | $1.67K | 0.00% | +12 | New |
| Crewe Advisors LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 9 | $1.25K | 0.00% | −1−10.0% | Reduced |
| NVWM, LLC | 9 | $1.25K | 0.00% | +4+80.0% | Added |
| Nemes Rush Group LLC | 9 | $1.25K | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 8 | $1.11K | 0.00% | +4+100.0% | Added |
| Bogart Wealth, LLC | 8 | $1.11K | 0.00% | +8 | New |
| Investment Research & Advisory Group, Inc. | 8 | $1.11K | 0.00% | +8 | New |
| Hilton Head Capital Partners, LLC | 8 | $1.11K | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 8 | $1.11K | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 8 | $1.11K | 0.00% | +8 | New |
| Fideuram Asset Management (Ireland) dac | 7 | $1.01K | 0.00% | +7 | New |
| Avion Wealth | 12 | $1.00K | 0.00% | −7−36.8% | Reduced |
| Stephens Consulting, LLC | 7 | $973 | 0.00% | +7 | New |
| Trust Co of Vermont | 7 | $972 | 0.00% | +7 | New |
| Manning & Napier Advisors LLC | 6 | $839 | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 6 | $833 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $833 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $695 | 0.00% | −200−97.6% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $695 | 0.00% | +3+150.0% | Added |
| TFC Financial Management | 5 | $695 | 0.00% | +4+400.0% | Added |
| Aventura Private Wealth, LLC | 5 | $695 | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $694 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 4 | $556 | 0.00% | −69−94.5% | Reduced |
| Key Financial Inc | 4 | $556 | 0.00% | −8−66.7% | Reduced |
| Anfield Capital Management, LLC | 4 | $556 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $556 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $556 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $556 | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $556 | 0.00% | +4 | New |
| ZRC Wealth Management, LLC | 3 | $417 | 0.00% | −12−80.0% | Reduced |
| Hughes Financial Services, LLC | 3 | $417 | 0.00% | −1−25.0% | Reduced |
| WPG Advisers, LLC | 3 | $417 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $417 | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 3 | $417 | 0.00% | +3 | New |
| NorthAvenue LLC | 3 | $417 | 0.00% | +3 | New |
| Triumph Capital Management | 2 | $278 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $278 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $162 | 0.00% | −102−99.0% | Reduced |
| Union Bancaire Privee, UBP SA | 16,100 | $140 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $139 | 0.00% | +1 | New |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −155,875−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −125,763−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −121,587−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −96,439−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,709−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −34,316−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −31,535−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −28,462−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −22,780−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −21,555−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,022−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −18,764−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −16,019−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,703−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −11,982−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −11,205−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −9,051−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −8,710−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,354−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,926−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −4,821−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,796−100.0% | Sold out |
| Drucker Wealth 3.0, LLC | 0 | $0 | 0.00% | −4,574−100.0% | Sold out |
| Chesley Taft & Associates LLC | 0 | $0 | 0.00% | −4,410−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,726−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |