| Rakuten Securities, Inc. | 12 | $5.11K | 0.00% | −2−14.3% | Reduced |
| Front Row Advisors LLC | 12 | $5.11K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $4.68K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 11 | $4.68K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 10 | $4.25K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $4.25K | 0.01% | +10 | New |
| Jamison Private Wealth Management, Inc. | 9 | $3.90K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9 | $3.83K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8 | $3.51K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $3.40K | 0.00% | −110−93.2% | Reduced |
| Wolff Wiese Magana LLC | 8 | $3.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $3.40K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 8 | $3.40K | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 7 | $2.98K | 0.00% | +7 | New |
| WealthCollab, LLC | 7 | $2.98K | 0.00% | +7 | New |
| Providence Capital Advisors, LLC | 7 | $2.98K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $2.98K | 0.00% | +7 | New |
| Iron Horse Wealth Management, LLC | 6 | $2.55K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6 | $2.55K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $2.13K | 0.00% | −1−16.7% | Reduced |
| Caitlin John, LLC | 5 | $2.13K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5 | $2.13K | 0.00% | +5 | New |
| TSFG, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $1.70K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $1.70K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $1.70K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $1.70K | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 4 | $1.70K | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 4 | $1.69K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $1.28K | 0.00% | −3−50.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $426 | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $425 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $425 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 43,581 | $102 | 0.00% | +43,581 | New |
| Dogwood Wealth Management LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| Independent Franchise Partners LLP | 0 | $0 | 0.00% | −798,525−100.0% | Sold out |
| CDAM (UK) Ltd | 0 | $0 | 0.00% | −145,300−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −48,844−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −41,713−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −31,300−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −28,082−100.0% | Sold out |
| Whitford Management LLC | 0 | $0 | 0.00% | −13,579−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −7,412−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −7,310−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,712−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −5,707−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
| First Trust Bank, Ltd. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,086−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,051−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −1,149−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Retirement Solution Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Diversified Portfolios, Inc. | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Wulff, Hansen & Co. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Fermata Advisors, LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Wynn Capital, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Hyperion Partners, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Novak & Powell Financial Services, Inc. | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Sigma Investment Counselors Inc | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |