| Annis Gardner Whiting Capital Advisors, LLC | 74 | $7.64K | 0.00% | +46+164.3% | Added |
| JFS Wealth Advisors, LLC | 71 | $7.33K | 0.00% | +2+2.9% | Added |
| Pineridge Advisors LLC | 70 | $7.23K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $7.00K | 0.00% | −21−22.6% | Reduced |
| Hemington Wealth Management | 106 | $7.00K | 0.00% | +106 | New |
| Global Retirement Partners, LLC | 67 | $6.92K | 0.00% | −7−9.5% | Reduced |
| Ashton Thomas Securities, LLC | 66 | $6.82K | 0.00% | +66 | New |
| Financial Avengers, Inc. | 65 | $6.71K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 56 | $6.43K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 56 | $5.79K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 52 | $5.37K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 50 | $5.17K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 52 | $5.00K | 0.00% | +6+13.0% | Added |
| First Horizon Advisors, Inc. | 43 | $4.44K | 0.00% | +16+59.3% | Added |
| Prestige Wealth Management Group LLC | 41 | $4.24K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 39 | $4.03K | 0.00% | +3+8.3% | Added |
| Capital Advisors, Ltd. LLC | 37 | $4.00K | 0.00% | −8−17.8% | Reduced |
| True Wealth Design, LLC | 38 | $3.93K | 0.00% | −7,666−99.5% | Reduced |
| MCF Advisors LLC | 37 | $3.82K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 37 | $3.82K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $3.72K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 35 | $3.62K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 31 | $3.18K | 0.00% | +31 | New |
| McIlrath & Eck, LLC | 30 | $3.10K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 28 | $2.89K | 0.00% | −20−41.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.69K | 0.00% | −5−16.1% | Reduced |
| Rothschild Investment LLC | 25 | $2.58K | 0.00% | −5−16.7% | Reduced |
| Hartford Financial Management Inc. | 25 | $2.58K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $2.58K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 38 | $2.56K | 0.00% | −17−30.9% | Reduced |
| Macroview Investment Management LLC | 24 | $2.48K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 24 | $2.48K | 0.00% | +24 | New |
| Dunhill Financial, LLC | 24 | $2.47K | 0.00% | +13+118.2% | Added |
| Cullen/Frost Bankers, Inc. | 23 | $2.38K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $2.07K | 0.00% | −22−52.4% | Reduced |
| Financial Network Wealth Advisors LLC | 20 | $2.07K | 0.00% | −18−47.4% | Reduced |
| Fairscale Capital, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19 | $1.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $1.55K | 0.00% | +10+200.0% | Added |
| Jaffetilchin Investment Partners, LLC | 13 | $1.34K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 11 | $1.14K | 0.00% | +11 | New |
| Raleigh Capital Management Inc. | 10 | $1.03K | 0.00% | −1−9.1% | Reduced |
| DAGCO, Inc. | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +5+41.7% | Added |
| Harvest Fund Management Co., Ltd | 14 | $1.00K | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 8 | $827 | 0.00% | +8 | New |
| CVA Family Office, LLC | 8 | $826 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $724 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $723 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 7 | $723 | 0.00% | +7 | New |
| Legacy Investment Solutions, LLC | 9 | $591 | 0.00% | +9 | New |
| Legacy Wealth Managment, LLC | 9 | $591 | 0.00% | +9 | New |
| Riverview Trust Co | 5 | $517 | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 5 | $517 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $517 | 0.00% | +5 | New |
| Voisard Asset Management Group, Inc. | 5 | $517 | 0.00% | +5 | New |
| Claris Advisors, LLC | 4 | $413 | 0.00% | +4 | New |
| Colonial Trust Co | 3 | $311 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 3 | $310 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $310 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $310 | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 2 | $207 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 1 | $104 | 0.00% | −9−90.0% | Reduced |
| TFC Financial Management | 1 | $104 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $103 | 0.00% | −2−66.7% | Reduced |
| BDF-Gestion | 13,405 | – | – | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −392,960−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −122,500−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −105,340−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −85,800−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −75,347−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −68,867−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −40,248−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −33,400−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −28,540−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −22,893−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −19,494−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −10,848−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −10,786−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,143−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,907−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −4,972−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −4,197−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |