| Legacy Wealth Managment, LLC | 59 | $7.15K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 47 | $6.04K | 0.00% | +47 | New |
| WealthCollab, LLC | 47 | $5.70K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 46 | $5.58K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 45 | $5.46K | 0.00% | −309−87.3% | Reduced |
| Itau Unibanco Holding S.A. | 45 | $5.46K | 0.00% | +45 | New |
| Proffitt & Goodson Inc | 39 | $4.73K | 0.00% | +39 | New |
| Front Row Advisors LLC | 38 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 37 | $4.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $4.49K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $4.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $4.24K | 0.00% | −4−9.5% | Reduced |
| Atlantic Trust, LLC | 35 | $4.24K | 0.00% | +27+337.5% | Added |
| DiNuzzo Private Wealth, Inc. | 30 | $4.16K | 0.00% | −1−3.2% | Reduced |
| Financial Management Professionals, Inc. | 34 | $4.12K | 0.00% | +22+183.3% | Added |
| Capital Advisors, Ltd. LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 40 | $3.98K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 32 | $3.88K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $3.52K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 28 | $3.40K | 0.00% | +28 | New |
| AdvisorNet Financial, Inc | 28 | $3.40K | 0.00% | +15+115.4% | Added |
| Aspect Partners, LLC | 27 | $3.27K | 0.00% | +13+92.9% | Added |
| Avion Wealth | 30 | $3.00K | 0.00% | −310−91.2% | Reduced |
| Cloud Capital Management, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Howard Hughes Medical Institute | 24 | $2.91K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 24 | $2.91K | 0.00% | +24 | New |
| Binnacle Investments Inc | 23 | $2.79K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 23 | $2.79K | 0.00% | +6+35.3% | Added |
| Meeder Asset Management Inc | 22 | $2.67K | 0.00% | −2−8.3% | Reduced |
| Sachetta, LLC | 20 | $2.42K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $2.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $2.00K | 0.00% | +18 | New |
| Winch Advisory Services, LLC | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $1.58K | 0.00% | −5−27.8% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $1.58K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 13 | $1.58K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $1.58K | 0.00% | +11+550.0% | Added |
| True Wealth Design, LLC | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $1.46K | 0.00% | +2+20.0% | Added |
| Principia Wealth Advisory, LLC | 10 | $1.21K | 0.00% | +1+11.1% | Added |
| Retirement Wealth Solutions LLC | 10 | $1.21K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $970 | 0.00% | −14−63.6% | Reduced |
| HFM Investment Advisors, LLC | 8 | $970 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $970 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 7 | $849 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $849 | 0.00% | +7 | New |
| Park Place Capital Corp | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $728 | 0.00% | +1+20.0% | Added |
| Texas Capital Bancshares Inc | 6 | $728 | 0.00% | +6 | New |
| Greykasell Wealth Strategies, Inc. | 6 | $728 | 0.00% | +6 | New |
| South State Corp. | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $607 | 0.00% | +5 | New |
| Ancora Advisors, LLC | 5 | $606 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $606 | 0.00% | +5 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $606 | 0.00% | +5 | New |
| IMG Wealth Management, Inc. | 5 | $606 | 0.00% | +5 | New |
| Wealth Watch Advisors, INC | 5 | $606 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $485 | 0.00% | −19−82.6% | Reduced |
| Motco | 4 | $485 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $485 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $485 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $381 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $364 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $364 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $364 | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 2 | $253 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $243 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $122 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Coliseum Capital Management, LLC | 0 | $0 | 0.00% | −638,210−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −487,707−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −317,858−100.0% | Sold out |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −262,628−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −262,341−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −199,819−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −195,000−100.0% | Sold out |
| Dendur Capital LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −151,668−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −149,966−100.0% | Sold out |
| Atlantic Investment Management, Inc. | 0 | $0 | 0.00% | −119,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −113,804−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −96,300−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −87,300−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −85,065−100.0% | Sold out |
| Inherent Management Corp. | 0 | $0 | 0.00% | −84,297−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −76,938−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −74,297−100.0% | Sold out |
| Kailix Advisors LLC | 0 | $0 | 0.00% | −63,495−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −49,428−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |