| High Note Wealth, LLC | 63 | $1.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 63 | $1.30K | 0.00% | +53+530.0% | Added |
| Zions Bancorporation, National Association | 62 | $1.28K | 0.00% | +58+1,450.0% | Added |
| Prestige Wealth Management Group LLC | 57 | $1.18K | 0.00% | +23+67.6% | Added |
| Rakuten Securities, Inc. | 55 | $1.14K | 0.00% | −81−59.6% | Reduced |
| Rialto Wealth Management, LLC | 50 | $1.03K | 0.00% | +23+85.2% | Added |
| Capital Analysts, LLC | 26 | $1.00K | 0.00% | −26−50.0% | Reduced |
| Centerpoint Advisors, LLC | 69 | $1.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 47 | $909 | 0.00% | +47 | New |
| Kozak & Associates, Inc. | 44 | $889 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $806 | 0.00% | −21−35.0% | Reduced |
| Creative Capital Management Investments LLC | 38 | $785 | 0.00% | +38 | New |
| Nvest Wealth Strategies, Inc. | 37 | $765 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $703 | 0.00% | −26−43.3% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $703 | 0.00% | −5−12.8% | Reduced |
| MV Capital Management, Inc. | 34 | $703 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 34 | $703 | 0.00% | +34 | New |
| Creative Financial Designs Inc | 33 | $682 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 33 | $682 | 0.00% | +33 | New |
| MidFirst Bank | 30 | $620 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 30 | $620 | 0.00% | +30 | New |
| South State Corp. | 27 | $559 | 0.00% | +9+50.0% | Added |
| First Pacific Financial | 26 | $538 | 0.00% | +26 | New |
| Financial Gravity Companies, Inc. | 24 | $496 | 0.00% | +24 | New |
| Eastern Bank | 20 | $413 | 0.00% | −1−4.8% | Reduced |
| Ankerstar Wealth, LLC | 19 | $393 | 0.00% | −11−36.7% | Reduced |
| Phillip James Consulting Co. | 18 | $372 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 18 | $372 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 17 | $352 | 0.00% | +3+21.4% | Added |
| Silver Grove Financial Group, Inc. | 17 | $351 | 0.00% | +17 | New |
| Compagnie Lombard Odier SCmA | 15 | $310 | 0.00% | +15 | New |
| Manchester Capital Management LLC | 14 | $290 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 11 | $227 | 0.00% | −100−90.1% | Reduced |
| HFM Investment Advisors, LLC | 9 | $187 | 0.00% | +5+125.0% | Added |
| Torren Management, LLC | 9 | $186 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $166 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 8 | $165 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $165 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 7 | $145 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $129 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $124 | 0.00% | −8−57.1% | Reduced |
| Abound Wealth Management | 5 | $104 | 0.00% | −3−37.5% | Reduced |
| Louisbourg Investments Inc. | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $83 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $81 | 0.00% | +4 | New |
| Archer Investment Corp | 3 | $63 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $63 | 0.00% | +2+200.0% | Added |
| SOA Wealth Advisors, LLC. | 3 | $62 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $62 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $53 | 0.00% | −5−71.4% | Reduced |
| IMA Wealth, Inc. | 2 | $41 | 0.00% | −5−71.4% | Reduced |
| Park Place Capital Corp | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $41 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $21 | 0.00% | −5−83.3% | Reduced |
| First Horizon Corp | 1 | $21 | 0.00% | −5−83.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1 | $21 | 0.00% | −1−50.0% | Reduced |
| Costello Asset Management, INC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $20 | 0.00% | −6−85.7% | Reduced |
| Institute for Wealth Management, LLC. | 0 | $5 | 0.00% | 0 | New |
| BDF-Gestion | 676 | – | – | −76−10.1% | Reduced |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1,565,223−100.0% | Sold out |
| Brightline Capital Management, LLC | 0 | $0 | 0.00% | −1,396,000−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −929,334−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −694,352−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −420,068−100.0% | Sold out |
| Hyperion Capital Advisors LP | 0 | $0 | 0.00% | −303,576−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −71,759−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −53,043−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −52,498−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −46,335−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,393−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −28,548−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −21,935−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −21,056−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −20,605−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −19,471−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −18,402−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −17,978−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,916−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −16,270−100.0% | Sold out |
| BCS Private Wealth Management, Inc. | 0 | $0 | 0.00% | −14,624−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −13,558−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −12,099−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −11,594−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −11,669−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −9,928−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −9,610−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −9,537−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,412−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −9,103−100.0% | Sold out |
| Vann Equity Management LLC | 0 | $0 | 0.00% | −9,018−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −8,814−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −8,515−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −8,402−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −8,339−100.0% | Sold out |
