| WealthTrak Capital Management LLC | 27 | $5.96K | 0.01% | +27 | New |
| Clark Wealth Partners | 27 | $5.96K | 0.00% | +27 | New |
| NBC Securities, Inc. | 26 | $5.86K | 0.54% | −26,512−99.9% | Reduced |
| Insight Financial Services | 26 | $5.74K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 25 | $5.58K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $5.54K | 0.00% | −3−10.7% | Reduced |
| Oarsman Capital, Inc. | 25 | $5.52K | 0.00% | −10−28.6% | Reduced |
| Crews Bank & Trust | 24 | $5.30K | 0.00% | +24 | New |
| Coston, McIsaac & Partners | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $4.88K | 0.00% | +8+57.1% | Added |
| Cranbrook Wealth Management, LLC | 22 | $4.86K | 0.00% | +22 | New |
| SOA Wealth Advisors, LLC. | 21 | $4.64K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 18 | $3.97K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 17 | $3.82K | 0.01% | +17 | New |
| Global Wealth Strategies & Associates | 17 | $3.75K | 0.00% | −45−72.6% | Reduced |
| Clear Investment Research, LLC | 15 | $3.37K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $3.31K | 0.00% | +3+25.0% | Added |
| Fairway Wealth LLC | 15 | $3.31K | 0.00% | +15 | New |
| Winnow Wealth LLC | 15 | $3.15K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 14 | $3.09K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 14 | $3.09K | 0.00% | +14 | New |
| Robinswood Financial LLC | 13 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $2.87K | 0.00% | +13 | New |
| Missouri Trust & Investment Co | 13 | $2.87K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 12 | $2.65K | 0.00% | +12 | New |
| PayPay Securities Corp | 11 | $2.43K | 0.11% | +11 | New |
| Bank of Jackson Hole Trust | 11 | $2.43K | 0.00% | +11 | New |
| Wolff Wiese Magana LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $2.21K | 0.00% | +10 | New |
| Clal Insurance Enterprises Holdings Ltd | 8 | $2.00K | 0.00% | +8 | New |
| Old Second National Bank of Aurora | 9 | $1.99K | 0.00% | +9 | New |
| Cedar Wealth Management, LLC | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 8 | $1.77K | 0.00% | +8 | New |
| Stance Capital LLC | 8 | $1.77K | 0.00% | +8 | New |
| Financial Avengers, Inc. | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 6 | $1.32K | 0.00% | +6 | New |
| Sherman Asset Management, Inc. | 6 | $1.32K | 0.00% | +6 | New |
| Consultiva Wealth Management, Corp. | 6 | $1.32K | 0.01% | +6 | New |
| Salem Investment Counselors Inc | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $1.10K | 0.00% | +5 | New |
| Comprehensive Financial Planning, Inc. | 5 | $1.10K | 0.00% | +5 | New |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Gen-Wealth Partners Inc | 4 | $883 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4 | $883 | 0.00% | +4 | New |
| Sugar Maple Asset Management, LLC | 4 | $883 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $883 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 4 | $882 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $805 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 3 | $675 | 0.00% | +3 | New |
| Pacific Center for Financial Services | 3 | $663 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $663 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $663 | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3 | $663 | 0.00% | +3 | New |
| JCIC Asset Management Inc. | 3 | $662 | 0.00% | +3 | New |
| Evelyn Partners Investment Management Services Ltd | 2 | $441 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 417 | $252 | 0.00% | +84+25.2% | Added |
| Stephens Consulting, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $221 | 0.00% | +1 | New |
| Innovative Advisory Group, LLC | 0 | $3 | 0.00% | 0 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −1−50.0% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −651,303−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −358,914−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −102,398−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −78,168−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −61,500−100.0% | Sold out |
| BWCP, LP | 0 | $0 | 0.00% | −50,143−100.0% | Sold out |
| Crocodile Capital Partners GmbH | 0 | $0 | 0.00% | −49,014−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −43,174−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −42,848−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −26,995−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −22,344−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −18,593−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −16,164−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −15,983−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −14,509−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −12,416−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −12,327−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Davis Investment Partners, LLC | 0 | $0 | 0.00% | −8,223−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,319−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −7,096−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −5,561−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,536−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,391−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −4,451−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,934−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,639−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Retirement Solution Inc. | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −3,314−100.0% | Sold out |
