| High Note Wealth, LLC | 20 | $5.11K | 0.00% | +6+42.9% | Added |
| Clark Wealth Partners | 19 | $4.86K | 0.00% | −162−89.5% | Reduced |
| Atwood & Palmer Inc | 19 | $4.86K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 19 | $4.86K | 0.00% | +19 | New |
| WealthCollab, LLC | 17 | $4.35K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $4.30K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 16 | $4.15K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $4.09K | 0.00% | +2+14.3% | Added |
| JNBA Financial Advisors | 15 | $3.84K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 15 | $3.83K | 0.00% | −1−6.3% | Reduced |
| American Capital Advisory, LLC | 14 | $3.58K | 0.00% | +3+27.3% | Added |
| Hollencrest Capital Management | 14 | $3.58K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 12 | $3.07K | 0.00% | +12 | New |
| Fulcrum Asset Management LLP | 11 | $2.85K | 0.00% | −17,099−99.9% | Reduced |
| Quaker Wealth Management, LLC | 11 | $2.81K | 0.00% | +1+10.0% | Added |
| William B. Walkup & Associates, Inc. | 11 | $2.81K | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 10 | $2.65K | 0.00% | +5+100.0% | Added |
| Activest Wealth Management | 10 | $2.56K | 0.00% | −25−71.4% | Reduced |
| NBT Bank N A | 10 | $2.56K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $2.56K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 9 | $2.30K | 0.00% | +9 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 8 | $2.04K | 0.00% | +8 | New |
| Winthrop Capital Management, LLC | 7 | $2.00K | 0.00% | −3−30.0% | Reduced |
| Navigoe, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 7 | $1.79K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.79K | 0.00% | +1+16.7% | Added |
| Cherry Tree Wealth Management, LLC | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $1.53K | 0.00% | +6 | New |
| Washington Trust Advisors, Inc. | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 6 | $1.53K | 0.00% | +6 | New |
| Atlantic Private Wealth, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.28K | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $1.28K | 0.05% | −42−89.4% | Reduced |
| Horizon Financial Services, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $1.06K | 0.00% | −15−78.9% | Reduced |
| Mascoma Wealth Management LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Parallax Volatility Advisers, L.P. | 3 | $767 | 0.00% | −7,522−100.0% | Reduced |
| Game Plan Financial Advisors, LLC | 3 | $767 | 0.00% | +3 | New |
| Downshift Financial, LLC | 3 | $767 | 0.00% | +3 | New |
| PEAK6 LLC | 2 | $520 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $512 | 0.00% | +2 | New |
| N.E.W. Advisory Services LLC | 2 | $511 | 0.00% | −15−88.2% | Reduced |
| Rakuten Securities, Inc. | 2 | $511 | 0.00% | −3−60.0% | Reduced |
| Trust Co | 2 | $511 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 1 | $365 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $256 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $256 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $256 | 0.00% | +1 | New |
| St. Louis Trust Co | 1,181 | – | – | 00.0% | Unchanged |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,764−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −32,967−100.0% | Sold out |
| Purpose Unlimited Inc. | 0 | $0 | 0.00% | −23,262−100.0% | Sold out |
| Panview Capital Ltd | 0 | $0 | 0.00% | −21,805−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,755−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,423−100.0% | Sold out |
| Encore Global Management, LP | 0 | $0 | 0.00% | −8,750−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,387−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,958−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −6,781−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Life Cycle Investment Partners Ltd | 0 | $0 | 0.00% | −4,994−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,937−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −2,888−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Apeiron RIA LLC | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,926−100.0% | Sold out |
| Alvarez & Marsal Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Larry Mathis Financial Planning, LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −1,684−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Southern Michigan Bank & Trust | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Barry Investment Advisors, LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Goldenstone Wealth Management LLC | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |