| Bell Investment Advisors, Inc | 28 | $6.76K | 0.00% | −4−12.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $6.04K | 0.00% | −27−51.9% | Reduced |
| Cornerstone Planning Group LLC | 29 | $6.03K | 0.00% | −28−49.1% | Reduced |
| Eagle Bay Advisors LLC | 22 | $5.31K | 0.00% | −3−12.0% | Reduced |
| Financial Management Professionals, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $4.83K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 18 | $4.35K | 0.00% | +18 | New |
| Fairfield Financial Advisors, LTD | 18 | $4.35K | 0.00% | +18 | New |
| Atticus Wealth Management, LLC | 17 | $4.11K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 17 | $4.11K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $4.10K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 17 | $4.10K | 0.00% | +16+1,600.0% | Added |
| Archer Investment Corp | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $3.86K | 0.00% | +3+23.1% | Added |
| Barrett & Company, Inc. | 15 | $3.62K | 0.00% | −308−95.4% | Reduced |
| St Germain D J Co Inc | 15 | $3.62K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 15 | $3.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $3.38K | 0.00% | +1+7.7% | Added |
| City State Bank | 14 | $3.38K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $3.38K | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 12 | $2.96K | 0.00% | −4−25.0% | Reduced |
| Private Wealth Management Group, LLC | 12 | $2.90K | 0.00% | −2−14.3% | Reduced |
| Asset Dedication, LLC | 12 | $2.90K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12 | $2.90K | 0.00% | −1−7.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 12 | $2.90K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 11 | $2.66K | 0.00% | −16−59.3% | Reduced |
| Opal Wealth Advisors, LLC | 11 | $2.66K | 0.00% | +11 | New |
| Adirondack Trust Co | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 10 | $2.41K | 0.00% | +10 | New |
| Sachetta, LLC | 10 | $2.31K | 0.00% | +8+400.0% | Added |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| Coston, McIsaac & Partners | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $1.69K | 0.00% | +7 | New |
| Rakuten Securities, Inc. | 7 | $1.69K | 0.00% | +6+600.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.45K | 0.00% | +1+20.0% | Added |
| Unique Wealth Strategies, LLC | 4 | $1.31K | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 5 | $1.21K | 0.00% | +5 | New |
| Key Financial Inc | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $966 | 0.00% | −4−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 4 | $966 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 3 | $725 | 0.00% | −13−81.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $725 | 0.00% | −2−40.0% | Reduced |
| Anchor Investment Management, LLC | 3 | $724 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3 | $724 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $724 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $724 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 2 | $483 | 0.00% | −1−33.3% | Reduced |
| WR Wealth Planners, LLC | 2 | $483 | 0.00% | −1−33.3% | Reduced |
| Gradient Investments LLC | 2 | $483 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 2 | $483 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 2 | $483 | 0.00% | +2 | New |
| Triad Wealth Partners, LLC | 2 | $483 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $242 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $241 | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $241 | 0.00% | +1 | New |
| Redwood Wealth Management Group, LLC | 1 | $241 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −430,686−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −189,000−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −141,958−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −100,300−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −87,255−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −86,495−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −68,295−100.0% | Sold out |
| Loup Funds, LLC | 0 | $0 | 0.00% | −44,119−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −35,400−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −33,351−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,049−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −28,356−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −22,751−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −19,695−100.0% | Sold out |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −19,251−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −17,028−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,906−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −14,723−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −11,970−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,890−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −8,241−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −8,092−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −8,035−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −6,637−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −5,777−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,811−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −4,291−100.0% | Sold out |