| HighMark Wealth Management LLC | 75 | $4.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $4.00K | 0.00% | −4−5.4% | Reduced |
| Ares Financial Consulting, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 75 | $4.00K | 0.00% | +57+316.7% | Added |
| Capital Advisors, Ltd. LLC | 67 | $4.00K | 0.00% | +67 | New |
| Bogart Wealth, LLC | 61 | $3.49K | 0.00% | +61 | New |
| Financial Consulate, Inc | 60 | $3.43K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 59 | $3.38K | 0.00% | +16+37.2% | Added |
| Bell Investment Advisors, Inc | 57 | $3.26K | 0.00% | −102−64.2% | Reduced |
| Rialto Wealth Management, LLC | 56 | $3.21K | 0.00% | +38+211.1% | Added |
| Colonial Trust Co | 56 | $3.20K | 0.00% | +56 | New |
| Silver Grove Financial Group, Inc. | 55 | $3.15K | 0.00% | +55 | New |
| SBI Securities Co., Ltd. | 52 | $2.98K | 0.00% | −2−3.7% | Reduced |
| Creative Capital Management Investments LLC | 50 | $2.86K | 0.00% | +50 | New |
| ZRC Wealth Management, LLC | 47 | $2.69K | 0.00% | −353−88.3% | Reduced |
| Cromwell Holdings LLC | 47 | $2.69K | 0.00% | +13+38.2% | Added |
| Synergy Investment Management, LLC | 35 | $2.15K | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $2.00K | 0.00% | +22+169.2% | Added |
| Montag A & Associates Inc | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 32 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $1.83K | 0.00% | +7+28.0% | Added |
| Pacific Center for Financial Services | 30 | $1.72K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 28 | $1.60K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 28 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $1.49K | 0.00% | −1−3.7% | Reduced |
| CoreCap Advisors, LLC | 23 | $1.32K | 0.00% | +15+187.5% | Added |
| Millstone Evans Group, LLC | 22 | $1.26K | 0.00% | −40−64.5% | Reduced |
| HFM Investment Advisors, LLC | 21 | $1.20K | 0.00% | +11+110.0% | Added |
| American Capital Advisory, LLC | 20 | $1.15K | 0.00% | +15+300.0% | Added |
| Sachetta, LLC | 18 | $1.03K | 0.00% | +18 | New |
| Manchester Capital Management LLC | 16 | $916 | 0.00% | −29−64.4% | Reduced |
| Cordant, Inc. | 16 | $916 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 16 | $916 | 0.00% | +16 | New |
| Kilter Group LLC | 16 | $916 | 0.00% | +16 | New |
| SHP Wealth Management | 15 | $858 | 0.00% | +1+7.1% | Added |
| Hughes Financial Services, LLC | 15 | $858 | 0.00% | +8+114.3% | Added |
| South State Corp. | 14 | $802 | 0.00% | −15−51.7% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $801 | 0.00% | +14 | New |
| Dunhill Financial, LLC | 12 | $697 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $573 | 0.00% | −125−92.6% | Reduced |
| North Star Investment Management Corp. | 10 | $572 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 9 | $515 | 0.00% | −1−10.0% | Reduced |
| Key Financial Inc | 9 | $515 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $515 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 8 | $458 | 0.00% | −2−20.0% | Reduced |
| Signature Equity Partners, LLC | 7 | $401 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 7 | $401 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 5 | $290 | 0.00% | +5 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4 | $229 | 0.00% | −26,284−100.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $229 | 0.00% | −4−50.0% | Reduced |
| Toronto Dominion Bank | 3 | $160 | 0.00% | −1,001−99.7% | Reduced |
| Maryland Capital Advisors Inc. | 2 | $115 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $114 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $114 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $58 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $58 | 0.00% | +1 | New |
| Trust Co | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $57 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $57 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $46 | 0.00% | +1 | New |
| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 10 | – | – | +10 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,199,206−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −716,523−100.0% | Sold out |
| Novo Holdings A/S | 0 | $0 | 0.00% | −660,000−100.0% | Sold out |
| Braidwell LP | 0 | $0 | 0.00% | −497,020−100.0% | Sold out |
| Rubric Capital Management LP | 0 | $0 | 0.00% | −440,560−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −324,939−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −207,796−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −194,226−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −56,334−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −49,345−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −49,308−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −44,179−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −43,355−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −38,479−100.0% | Sold out |
| Collaborative Fund Advisors, LLC | 0 | $0 | 0.00% | −36,312−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −33,497−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −30,726−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,096−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −20,772−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −18,504−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −17,104−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −12,997−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −12,997−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,426−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,954−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −8,719−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −7,516−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −6,767−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −6,297−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −6,115−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −6,115−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
