| Sunbelt Securities, Inc. | 100 | $1.72K | 0.00% | −182−64.5% | Reduced |
| North Star Investment Management Corp. | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 95 | $1.63K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 95 | $1.63K | 0.00% | +20+26.7% | Added |
| Prestige Wealth Management Group LLC | 90 | $1.55K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 88 | $1.51K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 86 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 84 | $1.44K | 0.00% | −130−60.7% | Reduced |
| HM Payson & Co | 82 | $1.41K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 77 | $1.32K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 76 | $1.31K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 75 | $1.29K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 75 | $1.29K | 0.00% | +75 | New |
| Global Financial Private Client, LLC | 74 | $1.27K | 0.00% | +42+131.3% | Added |
| Winnow Wealth LLC | 61 | $1.04K | 0.00% | +20+48.8% | Added |
| Capital Advisors, Ltd. LLC | 87 | $1.00K | 0.00% | −395−82.0% | Reduced |
| Financial Connections Group, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 59 | $992 | 0.00% | −5−7.8% | Reduced |
| Nova Wealth Management, Inc. | 53 | $911 | 0.00% | +53 | New |
| Manchester Capital Management LLC | 52 | $894 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 43 | $739 | 0.00% | −4−8.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 43 | $739 | 0.00% | +43 | New |
| UMA Financial Services, Inc. | 42 | $722 | 0.00% | +42 | New |
| CBIZ Investment Advisory Services, LLC | 32 | $551 | 0.00% | +32 | New |
| Aventura Private Wealth, LLC | 32 | $550 | 0.00% | −5−13.5% | Reduced |
| NVWM, LLC | 30 | $515 | 0.00% | −30−50.0% | Reduced |
| Strengthening Families & Communities, LLC | 30 | $515 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 30 | $515 | 0.00% | +30 | New |
| Caitong International Asset Management Co., Ltd | 30 | $515 | 0.00% | +30 | New |
| Marshall Investment Management, LLC | 30 | $515 | 0.00% | +30 | New |
| American Capital Advisory, LLC | 23 | $396 | 0.00% | +23 | New |
| HFM Investment Advisors, LLC | 21 | $361 | 0.00% | +21 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $360 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $344 | 0.00% | −30−60.0% | Reduced |
| Wolff Wiese Magana LLC | 20 | $344 | 0.00% | −20−50.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 16 | $271 | 0.00% | +16 | New |
| Hollencrest Capital Management | 15 | $258 | 0.00% | −517−97.2% | Reduced |
| Ancora Advisors, LLC | 15 | $258 | 0.00% | +1+7.1% | Added |
| Private Wealth Asset Management, LLC | 15 | $258 | 0.00% | +15 | New |
| Chesapeake Asset Management LLC | 15 | $257 | 0.00% | −5−25.0% | Reduced |
| Central Trust Co | 13 | $224 | 0.00% | −111−89.5% | Reduced |
| Kimelman & Baird, LLC | 13 | $224 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $206 | 0.00% | −12−50.0% | Reduced |
| Fortis Group Advisors, LLC | 12 | $206 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 12 | $206 | 0.00% | +12 | New |
| Front Row Advisors LLC | 11 | $189 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9 | $155 | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 7 | $120 | 0.00% | −215−96.8% | Reduced |
| Meeder Asset Management Inc | 1 | $17 | 0.00% | −1,106−99.9% | Reduced |
| Cheviot Value Management, LLC | 1 | $17 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |
| ClearBridge Investments Ltd | 0 | $0 | 0.00% | −7,481,722−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −3,560,305−100.0% | Sold out |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −1,749,449−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −1,635,483−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −1,343,180−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −1,204,816−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −907,178−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −783,030−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −719,318−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −575,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −400,140−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −369,900−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −357,386−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −307,870−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −247,995−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −201,779−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −200,124−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −195,320−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −134,526−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −123,800−100.0% | Sold out |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −98,255−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −89,826−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −79,031−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −68,730−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −61,723−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −52,083−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −47,058−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −47,255−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −46,401−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −41,108−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −38,800−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −37,572−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −36,778−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −35,999−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −35,015−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −34,760−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −34,299−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −27,113−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −25,456−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −23,087−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −22,978−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −22,940−100.0% | Sold out |
| Rebalance, LLC | 0 | $0 | 0.00% | −22,371−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −21,345−100.0% | Sold out |
