| Avion Wealth | 22 | $3.00K | 0.00% | −4−15.4% | Reduced |
| Truvestments Capital LLC | 14 | $2.51K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $2.49K | 0.00% | +1+7.1% | Added |
| Raleigh Capital Management Inc. | 13 | $2.33K | 0.00% | +13 | New |
| Marquette Asset Management, LLC | 12 | $2.15K | 0.00% | +7+140.0% | Added |
| Valued Wealth Advisors LLC | 12 | $2.15K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 12 | $2.15K | 0.00% | +2+20.0% | Added |
| TD Private Client Wealth LLC | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $1.79K | 0.00% | −214−95.5% | Reduced |
| Park Square Financial Group, LLC | 10 | $1.79K | 0.01% | −29−74.4% | Reduced |
| Clayton Financial Group LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $1.79K | 0.00% | +3+42.9% | Added |
| Clear Street Markets LLC | 9 | $1.61K | 0.00% | −72−88.9% | Reduced |
| Manchester Capital Management LLC | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $1.43K | 0.00% | +3+60.0% | Added |
| Intentional Wealth Strategies, LLC | 8 | $1.43K | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $1.25K | 0.00% | −70−90.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 6 | $1.07K | 0.00% | −38−86.4% | Reduced |
| Rossby Financial, LCC | 6 | $1.07K | 0.00% | −2−25.0% | Reduced |
| Highline Wealth Partners LLC | 5 | $901 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 5 | $895 | 0.00% | −1,635−99.7% | Reduced |
| South State Corp. | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $890 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $788 | 0.00% | −5−55.6% | Reduced |
| Clearstead Advisors, LLC | 4 | $716 | 0.00% | −24−85.7% | Reduced |
| SHP Wealth Management | 4 | $716 | 0.00% | −2−33.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $716 | 0.00% | −1−20.0% | Reduced |
| 1015 Capital Partners, LLC | 4 | $716 | 0.00% | −1−20.0% | Reduced |
| TFC Financial Management | 4 | $716 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $716 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $716 | 0.00% | +3+300.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $716 | 0.00% | +4 | New |
| MidFirst Bank | 4 | $716 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $566 | 0.00% | −1−25.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $537 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $358 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2 | $358 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $358 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $358 | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $358 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $358 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $358 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $179 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $179 | 0.00% | +1 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −183,711−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −108,776−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −76,650−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −66,834−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −57,409−100.0% | Sold out |
| Varenne Capital Partners | 0 | $0 | 0.00% | −33,940−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −29,492−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −24,899−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −20,381−100.0% | Sold out |
| Exome Asset Management LLC | 0 | $0 | 0.00% | −17,628−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,425−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −10,758−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −9,376−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −8,010−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −7,795−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −7,315−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,967−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,819−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |
| Unifi Asset Management LP | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,331−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,154−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,004−100.0% | Sold out |
| Retirement Planning Group | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Altar Rock LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |