| Kiker Wealth Management, LLC | 136 | $1.44K | 0.00% | +136 | New |
| PFS Partners, LLC | 135 | $1.43K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 132 | $1.39K | 0.00% | +132 | New |
| Principia Wealth Advisory, LLC | 124 | $1.38K | 0.00% | +51+69.9% | Added |
| N.E.W. Advisory Services LLC | 130 | $1.37K | 0.00% | +130 | New |
| Bell Investment Advisors, Inc | 129 | $1.36K | 0.00% | +46+55.4% | Added |
| Dunhill Financial, LLC | 123 | $1.30K | 0.00% | +18+17.1% | Added |
| MV Capital Management, Inc. | 110 | $1.16K | 0.00% | −8−6.8% | Reduced |
| Cedar Mountain Advisors, LLC | 105 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 104 | $1.10K | 0.00% | −379−78.5% | Reduced |
| SWAN Capital LLC | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $1.05K | 0.00% | +100 | New |
| Resources Management Corp | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 116 | $1.00K | 0.00% | +116 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 94 | $991 | 0.00% | +94 | New |
| Raffa Wealth Management, LLC | 93 | $981 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 90 | $950 | 0.00% | +7+8.4% | Added |
| BFSG, LLC | 77 | $813 | 0.00% | −1,980−96.3% | Reduced |
| LGT Financial Advisors LLC | 77 | $812 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 166 | $802 | 0.00% | +61+58.1% | Added |
| DiNuzzo Private Wealth, Inc. | 76 | $802 | 0.00% | −8−9.5% | Reduced |
| Nova Wealth Management, Inc. | 75 | $791 | 0.00% | −610−89.1% | Reduced |
| PayPay Securities Corp | 61 | $649 | 0.04% | +43+238.9% | Added |
| Pineridge Advisors LLC | 61 | $644 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 56 | $591 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $528 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $528 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $528 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $528 | 0.00% | +50 | New |
| Private Trust Co NA | 49 | $517 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 47 | $496 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $485 | 0.00% | +25+119.0% | Added |
| Grove Bank & Trust | 45 | $475 | 0.00% | −973−95.6% | Reduced |
| TFC Financial Management | 45 | $475 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 46 | $474 | 0.00% | +46 | New |
| Glass Jacobson Investment Advisors llc | 26 | $454 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 42 | $443 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 41 | $433 | 0.00% | +41 | New |
| Rialto Wealth Management, LLC | 40 | $422 | 0.00% | +40 | New |
| Manchester Capital Management LLC | 36 | $380 | 0.00% | +36 | New |
| Asset Planning,Inc | 35 | $369 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $317 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 30 | $309 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $264 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 24 | $253 | 0.00% | +24 | New |
| Greenline Partners, LLC | 22 | $232 | 0.00% | +22 | New |
| Main Street Group, LTD | 20 | $211 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $211 | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 19 | $200 | 0.00% | +19 | New |
| Hurley Capital, LLC | 18 | $190 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 18 | $187 | 0.00% | +6+50.0% | Added |
| Creative Financial Designs Inc | 17 | $179 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $169 | 0.00% | +9+128.6% | Added |
| Transce3nd, LLC | 14 | $148 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 14 | $148 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 11 | $117 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $95 | 0.00% | +9 | New |
| Morton Brown Family Wealth, LLC | 7 | $74 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $64 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6 | $63 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $53 | 0.00% | −4−44.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5 | $53 | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 5 | $53 | 0.00% | +5 | New |
| Strategic Investment Solutions, Inc. | 4 | $42 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $32 | 0.00% | −39−92.9% | Reduced |
| FSA Wealth Management LLC | 3 | $32 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $32 | 0.00% | +3 | New |
| HM Payson & Co | 2 | $22 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1 | $11 | 0.00% | +1 | New |
| Atala Financial Inc | 17,048 | – | – | +16,928+14,106.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −9,554−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −13,539,994−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,124,548−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,049,096−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,161,257−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,016,129−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,493,595−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −1,405,097−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,001,280−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −891,339−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −763,046−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −624,454−100.0% | Sold out |
| Paradoxiom Capital L.P. | 0 | $0 | 0.00% | −561,370−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −543,996−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −467,399−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −415,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −375,538−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −374,406−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −356,036−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −336,844−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −335,959−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −321,264−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −318,338−100.0% | Sold out |