| Private Wealth Management Group, LLC | 50 | $5.67K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 50 | $5.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $5.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 49 | $5.57K | 0.00% | +49 | New |
| Cornerstone Planning Group LLC | 46 | $5.38K | 0.00% | −10−17.9% | Reduced |
| Sachetta, LLC | 44 | $4.99K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 43 | $4.88K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 40 | $4.54K | 0.00% | +40 | New |
| Caitong International Asset Management Co., Ltd | 39 | $4.42K | 0.00% | −3,510−98.9% | Reduced |
| BankPlus Trust Department | 36 | $4.08K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 35 | $4.07K | 0.00% | −23−39.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 35 | $3.97K | 0.00% | +35 | New |
| McIlrath & Eck, LLC | 35 | $3.97K | 0.00% | +35 | New |
| Colonial Trust Co | 34 | $3.91K | 0.00% | +5+17.2% | Added |
| Raffa Wealth Management, LLC | 34 | $3.86K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 30 | $3.62K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 30 | $3.40K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $3.40K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $3.40K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 29 | $3.29K | 0.00% | −80−73.4% | Reduced |
| Cypress Capital Management LLC (WY) | 28 | $3.23K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 28 | $3.18K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $2.83K | 0.00% | −321−92.8% | Reduced |
| Bellwether Advisors, LLC | 25 | $2.83K | 0.00% | −5−16.7% | Reduced |
| Hollencrest Capital Management | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 25 | $2.83K | 0.00% | +25 | New |
| Salomon & Ludwin, LLC | 25 | $2.77K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 24 | $2.72K | 0.00% | −15−38.5% | Reduced |
| First United Bank Trust | 22 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 22 | $2.28K | 0.00% | +20+1,000.0% | Added |
| Main Street Group, LTD | 20 | $2.27K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 20 | $2.27K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 17 | $1.94K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 17 | $1.93K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 17 | $1.88K | 0.00% | +17 | New |
| Lowe Wealth Advisors, LLC | 15 | $1.70K | 0.00% | −25−62.5% | Reduced |
| Atlantic Trust, LLC | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 15 | $1.70K | 0.00% | +11+275.0% | Added |
| WFA of San Diego, LLC | 15 | $1.70K | 0.00% | +15 | New |
| FSA Wealth Management LLC | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13 | $1.47K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $1.47K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 12 | $1.36K | 0.00% | +12 | New |
| Crewe Advisors LLC | 11 | $1.25K | 0.00% | −2−15.4% | Reduced |
| Cedar Mountain Advisors, LLC | 11 | $1.25K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 11 | $1.25K | 0.00% | +11 | New |
| TFC Financial Management | 10 | $1.14K | 0.00% | −76−88.4% | Reduced |
| Cranbrook Wealth Management, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.14K | 0.00% | +10 | New |
| Catherine Avery Investment Management LLC | 10 | $1.13K | 0.00% | −10−50.0% | Reduced |
| Peterson Wealth Services | 10 | $1.13K | 0.00% | +10 | New |
| Ulland Investment Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 7 | $926 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $908 | 0.00% | +8 | New |
| 1620 Investment Advisors, Inc. | 8 | $907 | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 8 | $907 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $794 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 7 | $794 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 6 | $680 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $577 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $540 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 4 | $483 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $454 | 0.00% | +4 | New |
| GoalVest Advisory LLC | 3 | $340 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3 | $340 | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 4 | $340 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $340 | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 2 | $227 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $227 | 0.00% | +1+100.0% | Added |
| Albion Financial Group | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,660,258−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −3,179,159−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −2,233,000−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −2,036,000−100.0% | Sold out |
| Public Investment Fund | 0 | $0 | 0.00% | −1,610,654−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,112,345−100.0% | Sold out |
| Clear Street Derivatives LLC | 0 | $0 | 0.00% | −878,153−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −708,200−100.0% | Sold out |
| Gladstone Capital Management LLP | 0 | $0 | 0.00% | −572,542−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −551,877−100.0% | Sold out |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 0 | $0 | 0.00% | −540,370−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −523,895−100.0% | Sold out |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −513,722−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −464,743−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −443,258−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −378,358−100.0% | Sold out |
| Blue Pool Management Ltd. | 0 | $0 | 0.00% | −374,500−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −359,118−100.0% | Sold out |
| Shengqi Capital (Hong Kong) Ltd | 0 | $0 | 0.00% | −350,718−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −312,201−100.0% | Sold out |
| Kora Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Ancient Art, L.P. | 0 | $0 | 0.00% | −286,629−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −260,388−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −238,000−100.0% | Sold out |