| WealthCollab, LLC | 47 | $4.84K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 46 | $4.73K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 40 | $4.12K | 0.00% | −171−81.0% | Reduced |
| Grove Bank & Trust | 40 | $4.12K | 0.00% | +40 | New |
| Motiv8 Investments LLC | 40 | $4.00K | 0.00% | +40 | New |
| Front Row Advisors LLC | 38 | $3.91K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 37 | $3.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $3.81K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $3.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $3.50K | 0.00% | −34−50.0% | Reduced |
| CoreCap Advisors, LLC | 33 | $3.40K | 0.00% | −245−88.1% | Reduced |
| First Horizon Corp | 33 | $3.40K | 0.00% | −29−46.8% | Reduced |
| Costello Asset Management, INC | 32 | $3.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $3.19K | 0.00% | +3+10.7% | Added |
| Capital Advisors, Ltd. LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 28 | $2.88K | 0.00% | +10+55.6% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $2.88K | 0.00% | −2−6.7% | Reduced |
| Rothschild Investment LLC | 28 | $2.88K | 0.00% | +23+460.0% | Added |
| Howard Hughes Medical Institute | 24 | $2.47K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 24 | $2.47K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $2.06K | 0.00% | −10−33.3% | Reduced |
| ORG Partners LLC | 20 | $2.05K | 0.00% | −3−13.0% | Reduced |
| Park Square Financial Group, LLC | 13 | $1.86K | 0.01% | +13 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $1.85K | 0.00% | −54−75.0% | Reduced |
| Abound Wealth Management | 17 | $1.75K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 17 | $1.75K | 0.00% | +17 | New |
| Manchester Capital Management LLC | 16 | $1.65K | 0.00% | +10+166.7% | Added |
| Winch Advisory Services, LLC | 15 | $1.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.44K | 0.00% | +10+250.0% | Added |
| Bruce G. Allen Investments, LLC | 13 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 13 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $1.29K | 0.00% | −27−71.1% | Reduced |
| Aspect Partners, LLC | 12 | $1.24K | 0.00% | −15−55.6% | Reduced |
| Retirement Wealth Solutions LLC | 12 | $1.24K | 0.00% | +2+20.0% | Added |
| Signature Resources Capital Management, LLC | 12 | $1.24K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 11 | $1.13K | 0.00% | −23−67.6% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $1.13K | 0.00% | +1+10.0% | Added |
| MV Capital Management, Inc. | 10 | $1.03K | 0.00% | −562−98.3% | Reduced |
| True Wealth Design, LLC | 9 | $927 | 0.00% | −3−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $926 | 0.00% | +1+12.5% | Added |
| Ares Financial Consulting, LLC | 9 | $926 | 0.00% | +9 | New |
| Greenline Wealth Management LLC | 8 | $792 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 7 | $721 | 0.00% | −5−41.7% | Reduced |
| Clayton Financial Group LLC | 7 | $721 | 0.00% | +7 | New |
| Lodestone Wealth Management LLC | 7 | $720 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $618 | 0.00% | −2−25.0% | Reduced |
| Colonial Trust Co | 6 | $617 | 0.00% | −2−25.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6 | $617 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $566 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $515 | 0.00% | −15−75.0% | Reduced |
| South State Corp. | 5 | $515 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $515 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $515 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $515 | 0.00% | +2+66.7% | Added |
| Luken Investment Analytics, LLC | 5 | $514 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 5 | $514 | 0.00% | +5 | New |
| Motco | 4 | $412 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $412 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $412 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 4 | $412 | 0.00% | +4 | New |
| SHP Wealth Management | 3 | $311 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $309 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 3 | $309 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $284 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $206 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $206 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $0 | 0.00% | −10−55.6% | Reduced |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,469,801−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −685,587−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −226,386−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −218,654−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −137,154−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −126,309−100.0% | Sold out |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −102,154−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −97,019−100.0% | Sold out |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −57,196−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −53,345−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −52,196−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −48,674−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −37,995−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −37,133−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −27,324−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −26,278−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −24,120−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −22,616−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −22,361−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −22,130−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,766−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −13,526−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,365−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −13,035−100.0% | Sold out |
| Hershey Financial Advisers, LLC | 0 | $0 | 0.00% | −10,954−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −9,363−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,771−100.0% | Sold out |