| Kilter Group LLC | 63 | $5.64K | 0.00% | +32+103.2% | Added |
| ZRC Wealth Management, LLC | 61 | $5.46K | 0.00% | −139−69.5% | Reduced |
| Avion Wealth | 60 | $5.00K | 0.00% | −12−16.7% | Reduced |
| West Paces Advisors Inc. | 55 | $4.92K | 0.00% | +55 | New |
| Cassaday & Co Wealth Management LLC | 53 | $4.74K | 0.00% | +8+17.8% | Added |
| MCF Advisors LLC | 50 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $4.29K | 0.00% | +42+700.0% | Added |
| WealthCollab, LLC | 47 | $4.21K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 44 | $4.00K | 0.00% | +14+46.7% | Added |
| Burk Holdings LLC | 42 | $3.76K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $3.40K | 0.00% | +29+322.2% | Added |
| Essential Partners LLC | 38 | $3.40K | 0.00% | +38 | New |
| Kozak & Associates, Inc. | 40 | $3.39K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 37 | $3.31K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $3.31K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 36 | $3.22K | 0.00% | +30+500.0% | Added |
| TD Private Client Wealth LLC | 34 | $3.04K | 0.00% | −76−69.1% | Reduced |
| American Capital Advisory, LLC | 33 | $2.95K | 0.00% | +33 | New |
| Front Row Advisors LLC | 38 | $2.85K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 29 | $2.60K | 0.00% | +29 | New |
| Cape Investment Advisory, Inc. | 29 | $2.60K | 0.00% | +29 | New |
| JPL Wealth Management, LLC | 27 | $2.42K | 0.00% | +4+17.4% | Added |
| Clear Street Markets LLC | 25 | $2.24K | 0.00% | +7+38.9% | Added |
| Torren Management, LLC | 24 | $2.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $2.06K | 0.00% | −14−37.8% | Reduced |
| LifeSteps Financial, Inc. | 23 | $2.06K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 22 | $1.97K | 0.00% | −68−75.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 21 | $1.88K | 0.00% | −10−32.3% | Reduced |
| Gill Capital Partners, LLC | 20 | $1.79K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.79K | 0.00% | +16+400.0% | Added |
| Pinnacle Bancorp, Inc. | 19 | $1.70K | 0.00% | +19 | New |
| Creative Capital Management Investments LLC | 17 | $1.52K | 0.00% | +17 | New |
| Manchester Capital Management LLC | 16 | $1.43K | 0.00% | +16 | New |
| Manning & Napier Advisors LLC | 15 | $1.36K | 0.00% | +15 | New |
| Winch Advisory Services, LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15 | $1.34K | 0.00% | +15 | New |
| Ameriflex Group, Inc. | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $1.25K | 0.00% | +1+7.7% | Added |
| Dunhill Financial, LLC | 13 | $1.19K | 0.00% | −2−13.3% | Reduced |
| SHP Wealth Management | 13 | $1.17K | 0.00% | +13 | Added |
| Cornerstone Planning Group LLC | 14 | $994 | 0.00% | +10+250.0% | Added |
| Caitlin John, LLC | 11 | $984 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $895 | 0.00% | −10−50.0% | Reduced |
| MV Capital Management, Inc. | 10 | $895 | 0.00% | +4+66.7% | Added |
| Ares Financial Consulting, LLC | 9 | $805 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $716 | 0.00% | +2+33.3% | Added |
| Retirement Wealth Solutions LLC | 8 | $716 | 0.00% | +5+166.7% | Added |
| Valley National Advisers Inc | 8 | $716 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 7 | $627 | 0.00% | −16−69.6% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $626 | 0.00% | −6−46.2% | Reduced |
| Cornerstone Financial Management LLC | 7 | $626 | 0.00% | +2+40.0% | Added |
| Horizon Financial Services, LLC | 7 | $626 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $537 | 0.00% | +1+20.0% | Added |
| DecisionPoint Financial, LLC | 6 | $509 | 0.00% | +3+100.0% | Added |
| Synergy Investment Management, LLC | 7 | $474 | 0.00% | +1+16.7% | Added |
| Wolff Wiese Magana LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $447 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 4 | $358 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $358 | 0.00% | +4 | New |
| Tidemark, LLC | 4 | $358 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 3 | $269 | 0.00% | −1−25.0% | Reduced |
| GHP Investment Advisors, Inc. | 3 | $269 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $268 | 0.00% | −21−87.5% | Reduced |
| Bryn Mawr Trust Co | 3 | $268 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 2 | $179 | 0.00% | −1−33.3% | Reduced |
| Wilkerson Advisory Group LLC | 2 | $179 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 2 | $179 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $90 | 0.00% | +1 | New |
| Danske Bank A/S | 1 | $89 | 0.00% | −25,302−100.0% | Reduced |
| Activest Wealth Management | 1 | $89 | 0.00% | −9−90.0% | Reduced |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −572,626−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −386,254−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −287,606−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −273,723−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −235,549−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −228,437−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −220,241−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −203,336−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −159,958−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −104,847−100.0% | Sold out |
| RIHO Partners, LLC | 0 | $0 | 0.00% | −99,387−100.0% | Sold out |
| Mountaineer Partners Management, LLC | 0 | $0 | 0.00% | −98,203−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −97,991−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −91,507−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −89,118−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −84,501−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −81,345−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −72,198−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −70,766−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −68,839−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −60,369−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −60,289−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −43,920−100.0% | Sold out |
| Old West Investment Management, LLC | 0 | $0 | 0.00% | −42,219−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −34,281−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −33,893−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −29,956−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −23,919−100.0% | Sold out |
