| Catalyst Capital Advisors LLC | 48 | $13.3K | 0.00% | +48 | New |
| Wealth Enhancement Trust Services, Inc. | 48 | $13.3K | 0.00% | +48 | New |
| Kilter Group LLC | 45 | $12.4K | 0.00% | −2−4.3% | Reduced |
| Medallion Wealth Advisors, LLC | 45 | $12.4K | 0.00% | +45 | New |
| Baillie Gifford & Co | 43 | $11.9K | 0.00% | +43 | New |
| Luminist Capital LLC | 43 | $11.9K | 0.01% | +43 | New |
| Global Trust Asset Management, LLC | 42 | $11.6K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 41 | $11.3K | 0.00% | +25+156.3% | Added |
| Gould Capital, LLC | 40 | $11.0K | 0.01% | +40 | New |
| GW&K Investment Management, LLC | 41 | $11.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $10.5K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 38 | $10.5K | 0.00% | +3+8.6% | Added |
| RHL Group, LLC | 38 | $10.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 35 | $9.67K | 0.00% | −401−92.0% | Reduced |
| Bell Investment Advisors, Inc | 31 | $8.56K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 31 | $8.56K | 0.00% | +4+14.8% | Added |
| Rialto Wealth Management, LLC | 29 | $8.01K | 0.00% | +29 | New |
| Aspect Partners, LLC | 28 | $7.73K | 0.00% | −24−46.2% | Reduced |
| McGuire Capital Advisors Inc | 28 | $7.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $6.91K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $6.90K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 24 | $6.63K | 0.00% | +24 | New |
| TD Private Client Wealth LLC | 24 | $6.63K | 0.00% | +24 | New |
| Adirondack Trust Co | 24 | $6.63K | 0.00% | +24 | New |
| Financial Gravity Companies, Inc. | 23 | $6.35K | 0.00% | +23 | New |
| Buck Wealth Strategies, LLC | 21 | $5.80K | 0.00% | +21 | New |
| Asset Dedication, LLC | 20 | $5.52K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 20 | $5.52K | 0.00% | −34−63.0% | Reduced |
| Bruce G. Allen Investments, LLC | 19 | $5.25K | 0.00% | +19 | New |
| Brooklyn FI, LLC | 23 | $5.02K | 0.00% | +23 | New |
| Principia Wealth Advisory, LLC | 18 | $4.97K | 0.00% | +1+5.9% | Added |
| Cornerstone Planning Group LLC | 22 | $4.80K | 0.00% | +22 | New |
| Federated Hermes, Inc. | 17 | $4.70K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $4.70K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $4.42K | 0.00% | +16 | New |
| JPL Wealth Management, LLC | 15 | $4.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.87K | 0.00% | +5+55.6% | Added |
| Ninepoint Partners LP | 13 | $3.59K | 0.00% | −7−35.0% | Reduced |
| Zions Bancorporation, National Association | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 11 | $3.04K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $3.04K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $2.76K | 0.00% | +10 | New |
| Ankerstar Wealth, LLC | 10 | $2.76K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 9 | $2.49K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $2.49K | 0.00% | +9 | New |
| Capital Analysts, LLC | 6 | $2.00K | 0.00% | +6 | New |
| CBIZ Investment Advisory Services, LLC | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $1.66K | 0.00% | +6 | New |
| Kerr Financial Planning Corp | 5 | $1.38K | 0.00% | −9−64.3% | Reduced |
| Chilton Capital Management LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5 | $1.38K | 0.00% | +5 | New |
| Flagship Wealth Advisors, LLC | 5 | $1.38K | 0.00% | +5 | New |
| VSM Wealth Advisory, LLC | 5 | $1.38K | 0.00% | +5 | New |
| Highland Investment Advisors LLC | 5 | $1.38K | 0.00% | +5 | New |
| Arlington Trust Co LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $829 | 0.00% | −2−40.0% | Reduced |
| Beacon Capital Management, Inc. | 2 | $552 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $552 | 0.00% | +2 | New |
| Monetary Solutions, Ltd | 2 | $552 | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 1 | $369 | 0.00% | +1 | New |
| Duncker Streett & Co Inc | 1 | $276 | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 1 | $276 | 0.00% | +1 | New |
| Crews Bank & Trust | 14 | $264 | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 22,300 | $0 | 0.00% | 00.0% | Unchanged |
| Barings LLC | 90,661 | $0 | 0.00% | +90,661 | New |
| Coppell Advisory Solutions LLC | 12 | – | – | +12 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −3,359,169−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −204,103−100.0% | Sold out |
| Two Seas Capital LP | 0 | $0 | 0.00% | −196,475−100.0% | Sold out |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −171,100−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −157,064−100.0% | Sold out |
| Scoggin Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −122,775−100.0% | Sold out |
| Deltroit Asset Management (UK) LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −99,400−100.0% | Sold out |
| Plustick Management LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −81,298−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −64,647−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −58,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −49,832−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −35,087−100.0% | Sold out |
| Dilation Capital Management LP | 0 | $0 | 0.00% | −30,212−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Warm Springs Advisors Inc. | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,819−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −11,259−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −11,142−100.0% | Sold out |
| Pillsbury Lake Capital LLC | 0 | $0 | 0.00% | −9,947−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,072−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −5,930−100.0% | Sold out |
| TritonPoint Partners, LLC | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Cyrus Capital Partners, L.P. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −4,833−100.0% | Sold out |