| Barrett & Company, Inc. | 10 | $5.49K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 10 | $5.49K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $5.49K | 0.00% | +10 | New |
| Basecamp Wealth Advisors LLC | 9 | $5.06K | 0.00% | −82−90.1% | Reduced |
| Tidemark, LLC | 9 | $4.97K | 0.00% | +9 | New |
| Burkett Financial Services, LLC | 9 | $4.96K | 0.00% | −40−81.6% | Reduced |
| HighMark Wealth Management LLC | 9 | $4.94K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 9 | $4.94K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 9 | $4.94K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 9 | $4.94K | 0.00% | +1+12.5% | Added |
| Security National Bank | 9 | $4.94K | 0.00% | +9 | New |
| Carolina Wealth Advisors, LLC | 9 | $4.94K | 0.00% | +9 | New |
| Reyes Financial Architecture, Inc. | 8 | $4.39K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $3.84K | 0.00% | +4+133.3% | Added |
| Evolution Wealth Management Inc. | 6 | $3.29K | 0.00% | +6 | New |
| Portus Wealth Advisors, LLC | 6 | $3.29K | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 5 | $2.75K | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 5 | $2.75K | 0.00% | +5 | New |
| Intentional Wealth Strategies, LLC | 5 | $2.75K | 0.00% | +5 | New |
| Financial Consulate, Inc | 4 | $2.20K | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 4 | $2.20K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 4 | $2.20K | 0.00% | +4 | New |
| Triumph Capital Management | 4 | $2.20K | 0.00% | +4 | New |
| PayPay Securities Corp | 3 | $1.76K | 0.06% | +3 | New |
| JNBA Financial Advisors | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $1.10K | 0.00% | −50−96.2% | Reduced |
| Seneschal Advisors, LLC | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $1.10K | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $1.10K | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $1.10K | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $1.10K | 0.00% | +2 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $719 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $550 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $550 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $550 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $550 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $549 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $549 | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −41,073−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −29,174−100.0% | Sold out |
| Osmosis Investment Management UK Ltd | 0 | $0 | 0.00% | −21,984−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −19,611−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −19,966−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,235−100.0% | Sold out |
| Turas Capital Management LP | 0 | $0 | 0.00% | −15,740−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −11,879−100.0% | Sold out |
| Consolidated Capital Management, LLC | 0 | $0 | 0.00% | −11,020−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −8,605−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,449−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,534−100.0% | Sold out |
| Westwood Wealth Management | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,004−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −5,560−100.0% | Sold out |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | $0 | 0.00% | −4,860−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −5,089−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −5,081−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| Joho Capital LLC | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,274−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| 55 North Private Wealth, LLC | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,419−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Tevis Investment Management | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Opal Capital LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −872−100.0% | Sold out |