| Private Trust Co NA | 49 | $9.59K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 47 | $9.20K | 0.00% | +47 | New |
| Rothschild Investment LLC | 37 | $7.25K | 0.00% | +2+5.7% | Added |
| Smartleaf Asset Management LLC | 36 | $7.16K | 0.00% | +10+38.5% | Added |
| Hantz Financial Services, Inc. | 38 | $7.00K | 0.00% | −11−22.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 27 | $5.29K | 0.00% | +27 | New |
| Heartwood Wealth Advisors LLC | 27 | $5.29K | 0.00% | +27 | New |
| South State Corp. | 26 | $5.09K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 25 | $4.89K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 24 | $4.70K | 0.00% | +24 | New |
| Activest Wealth Management | 24 | $4.70K | 0.00% | +23+2,300.0% | Added |
| NVWM, LLC | 23 | $4.50K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 23 | $4.50K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $4.11K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 21 | $4.11K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $4.11K | 0.00% | +1+5.0% | Added |
| Park Place Capital Corp | 20 | $3.92K | 0.00% | −12−37.5% | Reduced |
| Stone House Investment Management, LLC | 20 | $3.92K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $3.92K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $3.92K | 0.00% | +20 | New |
| Toth Financial Advisory Corp | 18 | $3.52K | 0.00% | −17−48.6% | Reduced |
| CVA Family Office, LLC | 17 | $3.33K | 0.00% | +3+21.4% | Added |
| Umb Bank N A | 16 | $3.13K | 0.00% | +7+77.8% | Added |
| Avion Wealth | 17 | $3.00K | 0.00% | −3−15.0% | Reduced |
| Bogart Wealth, LLC | 15 | $2.94K | 0.00% | −104−87.4% | Reduced |
| UMA Financial Services, Inc. | 15 | $2.94K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 15 | $2.94K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 15 | $2.94K | 0.00% | +15 | New |
| Marquette Asset Management, LLC | 14 | $2.74K | 0.00% | +14 | New |
| New England Capital Financial Advisors LLC | 14 | $2.74K | 0.00% | +14 | New |
| Bruce G. Allen Investments, LLC | 13 | $2.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $2.54K | 0.00% | +4+44.4% | Added |
| Security National Bank | 13 | $2.54K | 0.00% | +13 | New |
| MV Capital Management, Inc. | 11 | $2.15K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.96K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $1.96K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $1.96K | 0.00% | +10 | New |
| Essential Partners LLC | 9 | $1.76K | 0.00% | +3+50.0% | Added |
| ORG Partners LLC | 9 | $1.76K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $1.37K | 0.00% | −113−94.2% | Reduced |
| Bare Financial Services, Inc | 7 | $1.37K | 0.00% | +7 | New |
| Mather Group, LLC. | 7 | $1.34K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $1.19K | 0.00% | +6+600.0% | Added |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $979 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $783 | 0.00% | +4 | New |
| Fifth Third Bancorp | 3 | $587 | 0.00% | −5−62.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $587 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $587 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 3 | $587 | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $555 | 0.00% | −11,231−100.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 3 | $551 | 0.00% | +3 | New |
| Gen-Wealth Partners Inc | 2 | $392 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 2 | $392 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 2 | $345 | 0.00% | −2−50.0% | Reduced |
| Davis Capital Management | 1 | $196 | 0.00% | +1 | New |
| Strategic Investment Solutions, Inc. | 50 | $0 | 0.00% | +25+100.0% | Added |
| Spyglass Capital Management LLC | 0 | $0 | 0.00% | −734,570−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −300,494−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −296,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −204,987−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −163,753−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −121,981−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −100,632−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −84,296−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −83,318−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −81,833−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −78,456−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −77,100−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −73,107−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −48,887−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −43,389−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −40,800−100.0% | Sold out |
| Warm Springs Advisors Inc. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −33,132−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −28,581−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −27,766−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −20,188−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −17,758−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −13,825−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −12,696−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,999−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,355−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,763−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −9,532−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −8,950−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −7,875−100.0% | Sold out |
| Revere Asset Management, Inc | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −6,690−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,312−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −5,850−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,835−100.0% | Sold out |