| Owl Creek Wealth Partners LLC | 45 | $33.6K | 0.01% | +5+12.5% | Added |
| Carolina Wealth Advisors, LLC | 42 | $31.3K | 0.01% | +14+50.0% | Added |
| Key Financial Inc | 41 | $30.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $29.8K | 0.00% | +15+60.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 36 | $26.8K | 0.01% | +6+20.0% | Added |
| Rothschild Investment LLC | 34 | $25.3K | 0.00% | −5−12.8% | Reduced |
| Acumen Wealth Advisors, LLC | 33 | $24.6K | 0.01% | −6−15.4% | Reduced |
| Brown Brothers Harriman & Co | 30 | $22.4K | 0.00% | +14+87.5% | Added |
| Spectrum Wealth Advisory Group, LLC | 30 | $22.4K | 0.01% | +30 | New |
| Zions Bancorporation, National Association | 27 | $20.1K | 0.00% | +15+125.0% | Added |
| MCF Advisors LLC | 26 | $19.4K | 0.00% | −30−53.6% | Reduced |
| Private Wealth Management Group, LLC | 25 | $18.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $17.9K | 0.00% | +3+14.3% | Added |
| Covestor Ltd | 22 | $17.0K | 0.01% | −1−4.3% | Reduced |
| Parkside Financial Bank & Trust | 22 | $16.4K | 0.00% | +2+10.0% | Added |
| Strategic Wealth Partners, Ltd. | 22 | $16.4K | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 22 | $16.4K | 0.00% | +22 | New |
| Northwestern Mutual Wealth Management Co | 20 | $14.9K | 0.00% | +15+300.0% | Added |
| Essential Partners LLC | 20 | $14.9K | 0.01% | +5+33.3% | Added |
| Wolverine Asset Management LLC | 20 | $14.9K | 0.00% | +20 | New |
| Kemnay Advisory Services Inc. | 18 | $13.4K | 0.00% | −245−93.2% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $13.4K | 0.00% | −1−5.3% | Reduced |
| Bogart Wealth, LLC | 18 | $13.4K | 0.00% | +8+80.0% | Added |
| Bell Investment Advisors, Inc | 17 | $12.7K | 0.00% | +1+6.3% | Added |
| SJS Investment Consulting Inc. | 16 | $11.9K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 15 | $11.2K | 0.00% | −5−25.0% | Reduced |
| International Assets Investment Management, LLC | 15 | $10.6K | 0.00% | +15 | New |
| Avion Wealth | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $9.69K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 11 | $8.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $8.20K | 0.01% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $7.46K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $7.46K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $7.46K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 10 | $7.46K | 0.00% | +3+42.9% | Added |
| Westfuller Advisors, LLC | 8 | $5.87K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $5.22K | 0.00% | +7 | New |
| National Bank of Canada | 7 | $5.11K | 0.00% | +7 | New |
| Whittier Trust Co of Nevada Inc | 8 | $4.74K | 0.00% | −5−38.5% | Reduced |
| Manchester Capital Management LLC | 6 | $4.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $4.47K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $4.47K | 0.00% | +3+100.0% | Added |
| SHP Wealth Management | 6 | $4.47K | 0.00% | +4+200.0% | Added |
| Hughes Financial Services, LLC | 5 | $3.73K | 0.00% | −2−28.6% | Reduced |
| Clearstead Advisors, LLC | 5 | $3.73K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $3.73K | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $3.73K | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $2.98K | 0.00% | −3−42.9% | Reduced |
| Sachetta, LLC | 4 | $2.98K | 0.00% | +2+100.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $2.98K | 0.00% | +3+300.0% | Added |
| Private Trust Co NA | 4 | $2.98K | 0.00% | +4 | New |
| Continuum Advisory, LLC | 4 | $2.98K | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $2.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $2.24K | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 2 | $1.49K | 0.00% | −1−33.3% | Reduced |
| Kilter Group LLC | 2 | $1.49K | 0.00% | −1−33.3% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $1.49K | 0.00% | −2−50.0% | Reduced |
| Harbour Investments, Inc. | 2 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.49K | 0.00% | +2 | New |
| Spire Wealth Management | 2 | $1.49K | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 2 | $1.49K | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 2 | $1.49K | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $1.49K | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 1 | $746 | 0.00% | −51−98.1% | Reduced |
| Rossby Financial, LCC | 1 | $746 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $746 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1 | $746 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $745 | 0.00% | +1 | New |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −65,762−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −41,170−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,853−100.0% | Sold out |
| M & L Capital Management Ltd | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −5,756−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| SEB Asset Management AB | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Godfrey Financial Associates, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |