| WealthCollab, LLC | 487 | $37.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 472 | $36.5K | 0.00% | −59−11.1% | Reduced |
| Glen Eagle Advisors, LLC | 450 | $34.8K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 326 | $25.2K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 316 | $24.4K | 0.00% | −12,500−97.5% | Reduced |
| Creative Financial Designs Inc | 315 | $24.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 305 | $23.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 302 | $23.4K | 0.00% | +302 | New |
| St Germain D J Co Inc | 300 | $23.2K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 292 | $22.6K | 0.02% | +292 | New |
| CIBC Private Wealth Group, LLC | 337 | $21.3K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 269 | $20.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 215 | $16.6K | 0.00% | −550−71.9% | Reduced |
| Wealth Preservation Advisors, LLC | 211 | $16.3K | 0.01% | +211 | New |
| Luminist Capital LLC | 196 | $15.1K | 0.02% | +196 | New |
| TruNorth Capital Management, LLC | 192 | $14.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 162 | $12.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 144 | $10.8K | 0.00% | −84−36.8% | Reduced |
| CNB Bank | 135 | $10.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 126 | $9.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 125 | $9.67K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 125 | $9.67K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 105 | $8.12K | 0.00% | +16+18.0% | Added |
| Sunbelt Securities, Inc. | 100 | $7.73K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $7.73K | 0.00% | – | New |
| Winch Advisory Services, LLC | 96 | $7.42K | 0.00% | +96 | New |
| EverSource Wealth Advisors, LLC | 87 | $6.73K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 75 | $5.80K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 62 | $4.79K | 0.00% | +62 | New |
| Safe Harbor Fiduciary, LLC | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 50 | $3.87K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 42 | $3.24K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 37 | $2.86K | 0.00% | +6+19.4% | Added |
| WFA Asset Management Corp | 35 | $2.76K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 28 | $2.17K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $1.93K | 0.00% | +25 | New |
| Parallel Advisors, LLC | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $928 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $696 | 0.00% | −13−59.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8 | $620 | 0.00% | −5,347−99.9% | Reduced |
| Legacy Wealth Managment, LLC | 5 | $387 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $309 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4 | $301 | 0.00% | +4 | New |
| FSC Wealth Advisors, LLC | 100 | $252 | 0.00% | +100 | New |
| Game Plan Financial Advisors, LLC | 2 | $155 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $77 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −322,956−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −116,509−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −12,683−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −12,022−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −8,280−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −5,412−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −4,999−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Ascent Capital Management, LLC | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,726−100.0% | Sold out |
| St. Johns Investment Management Company, LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −13,347−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Mainstream Capital Management LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |