| Carolina Wealth Advisors, LLC | 13 | $4.82K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 13 | $4.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $4.82K | 0.00% | +3+30.0% | Added |
| Gleason Group, Inc. | 13 | $4.82K | 0.00% | +13 | New |
| Westfuller Advisors, LLC | 12 | $4.52K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $4.45K | 0.00% | +12 | New |
| Clark Wealth Partners | 11 | $4.08K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 11 | $4.08K | 0.00% | +11 | New |
| TD Capital Management LLC | 10 | $3.77K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 10 | $3.75K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10 | $3.71K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 10 | $3.71K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $3.71K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 10 | $3.71K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $3.71K | 0.00% | +4+66.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $3.70K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 9 | $3.34K | 0.00% | −5−35.7% | Reduced |
| Coston, McIsaac & Partners | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.96K | 0.00% | 00.0% | Unchanged |
| Cohalo Advisory LLC | 8 | $2.96K | 0.18% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 8 | $2.96K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 7 | $2.70K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 7 | $2.67K | 0.00% | −16−69.6% | Reduced |
| HFM Investment Advisors, LLC | 7 | $2.60K | 0.00% | +3+75.0% | Added |
| 1015 Capital Partners, LLC | 7 | $2.59K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $2.59K | 0.00% | +4+133.3% | Added |
| Reyes Financial Architecture, Inc. | 6 | $2.22K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5 | $1.85K | 0.00% | +3+150.0% | Added |
| Bellevue Asset Management, LLC | 5 | $1.85K | 0.00% | +5 | New |
| RHL Group, LLC | 4 | $1.48K | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $1.48K | 0.00% | +2+100.0% | Added |
| PayPay Securities Corp | 4 | $1.48K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $1.48K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 3 | $1.11K | 0.00% | +3 | New |
| Pin Oak Investment Advisors Inc | 3 | $1.00K | 0.00% | +3 | New |
| CKW Financial Group | 4 | $1.00K | 0.00% | +4 | New |
| Cordant, Inc. | 2 | $886 | 0.00% | +2 | New |
| Bullock Wealth Management Group | 2 | $836 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 2 | $741 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $741 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $741 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $741 | 0.00% | +2 | New |
| Mosley Wealth Management | 2 | $741 | 0.00% | +2 | New |
| City State Bank | 1 | $371 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $371 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $356 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −388,322−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −309,837−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −121,773−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −106,600−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −94,278−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −80,052−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −74,042−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −15,806−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −14,387−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −13,995−100.0% | Sold out |
| Range Rock Capital, LLC | 0 | $0 | 0.00% | −12,705−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −12,187−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −8,773−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,651−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −5,186−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −5,156−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Unifi Asset Management LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Bender Robert & Associates | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −882−100.0% | Sold out |