| Flagship Wealth Advisors, LLC | 150 | $8.01K | 0.00% | +150 | New |
| Kiely Wealth Advisory Group, Inc. | 143 | $7.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 142 | $7.58K | 0.00% | −200−58.5% | Reduced |
| Dunhill Financial, LLC | 141 | $7.55K | 0.00% | +33+30.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 136 | $7.26K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 131 | $6.99K | 0.00% | +131 | New |
| High Note Wealth, LLC | 117 | $6.25K | 0.00% | +117 | New |
| Carolinas Wealth Consulting LLC | 112 | $5.98K | 0.00% | +3+2.8% | Added |
| Asset Dedication, LLC | 110 | $5.88K | 0.00% | −3,944−97.3% | Reduced |
| HighMark Wealth Management LLC | 108 | $5.76K | 0.00% | +2+1.9% | Added |
| Synergy Investment Management, LLC | 104 | $5.54K | 0.00% | +104 | New |
| Boyd Watterson Asset Management LLC | 103 | $5.50K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 100 | $5.34K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $5.34K | 0.00% | +100 | New |
| Pineridge Advisors LLC | 100 | $5.34K | 0.00% | +100 | New |
| Capital & Planning, LLC | 100 | $5.34K | 0.00% | +100 | New |
| Chapman Financial Group, LLC | 100 | $5.34K | 0.00% | +100 | New |
| Chilton Capital Management LLC | 94 | $5.02K | 0.00% | +20+27.0% | Added |
| WPG Advisers, LLC | 91 | $4.86K | 0.00% | +91 | New |
| Centricity Wealth Management, LLC | 81 | $4.33K | 0.00% | +81 | New |
| Strengthening Families & Communities, LLC | 72 | $4.00K | 0.00% | −405−84.9% | Reduced |
| POM Investment Strategies, LLC | 73 | $3.90K | 0.00% | +1+1.4% | Added |
| Tributary Capital Management, LLC | 69 | $3.69K | 0.00% | −13−15.9% | Reduced |
| Mascoma Wealth Management LLC | 67 | $3.58K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 62 | $3.31K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $3.21K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 60 | $3.21K | 0.00% | +20+50.0% | Added |
| TFC Financial Management | 57 | $3.05K | 0.00% | −16−21.9% | Reduced |
| Raffa Wealth Management, LLC | 57 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 55 | $2.94K | 0.00% | +36+189.5% | Added |
| Quest 10 Wealth Builders, Inc. | 54 | $2.88K | 0.00% | +54 | New |
| Pinnacle Financial Partners Inc | 45 | $2.85K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 53 | $2.83K | 0.00% | −142−72.8% | Reduced |
| Financial Management Professionals, Inc. | 52 | $2.76K | 0.00% | +12+30.0% | Added |
| Clark Wealth Partners | 51 | $2.74K | 0.00% | +51 | New |
| Robinswood Financial LLC | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 50 | $2.67K | 0.00% | −260−83.9% | Reduced |
| Tradewinds Capital Management, LLC | 47 | $2.51K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 38 | $2.05K | 0.00% | +1+2.7% | Added |
| Mountain Hill Investment Partners Corp. | 37 | $2.00K | 0.00% | +37 | New |
| NewSquare Capital LLC | 36 | $1.92K | 0.00% | +36 | New |
| Systematic Financial Management LP | 30 | $1.63K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 30 | $1.60K | 0.00% | −396−93.0% | Reduced |
| Eagle Bay Advisors LLC | 28 | $1.50K | 0.00% | −16−36.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 27 | $1.44K | 0.00% | +27 | New |
| Valued Wealth Advisors LLC | 25 | $1.34K | 0.00% | −3−10.7% | Reduced |
| WealthTrak Capital Management LLC | 25 | $1.34K | 0.00% | +25 | New |
| Caitlin John, LLC | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $1.23K | 0.00% | −2−8.3% | Reduced |
| Pacific Center for Financial Services | 23 | $1.23K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $1.23K | 0.00% | +23 | New |
| GHP Investment Advisors, Inc. | 21 | $1.12K | 0.00% | −100−82.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 21 | $1.12K | 0.00% | +21 | New |
| Crewe Advisors LLC | 20 | $1.08K | 0.00% | −128−86.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 18 | $962 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $749 | 0.00% | +14 | New |
| American Capital Advisory, LLC | 14 | $748 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 13 | $694 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 11 | $582 | 0.00% | +11 | New |
| Parkworth Wealth Management, Inc. | 0 | $534 | 0.00% | 0 | New |
| NBC Securities, Inc. | 8 | $463 | 0.04% | −9,873−99.9% | Reduced |
| YANKCOM Partnership | 8 | $427 | 0.00% | +8 | New |
| Leonteq Securities AG | 6 | $320 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 4 | $214 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $53 | 0.00% | −14,670−100.0% | Reduced |
| Retirement Wealth Solutions LLC | 0 | $16 | 0.00% | 0 | New |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −5,430,425−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −281,924−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −177,648−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −137,500−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −99,060−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −86,295−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −49,179−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −41,119−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −37,899−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −33,161−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −28,940−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −28,312−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −25,784−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −22,921−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −19,609−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −19,253−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −18,479−100.0% | Sold out |
| Heirloom Wealth Management | 0 | $0 | 0.00% | −14,294−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −14,308−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −13,138−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −9,118−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −8,871−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,820−100.0% | Sold out |
| Quadcap Wealth Management, LLC | 0 | $0 | 0.00% | −8,452−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| CCM Investment Advisers LLC | 0 | $0 | 0.00% | −7,920−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −7,822−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −7,714−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,452−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,009−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −6,912−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −6,269−100.0% | Sold out |