| Acumen Wealth Advisors, LLC | 193 | $6.57K | 0.00% | +145+302.1% | Added |
| GWM Advisors LLC | 186 | $6.33K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 185 | $6.30K | 0.00% | +15+8.8% | Added |
| Keating Financial Advisory Services, Inc. | 184 | $6.26K | 0.00% | +149+425.7% | Added |
| Sound Income Strategies, LLC | 169 | $5.67K | 0.00% | −50−22.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 131 | $4.47K | 0.00% | +131 | New |
| SRS Capital Advisors, Inc. | 128 | $4.36K | 0.00% | +31+32.0% | Added |
| Altshuler Shaham Ltd | 123 | $4.19K | 0.00% | +9+7.9% | Added |
| Zions Bancorporation, National Association | 122 | $4.15K | 0.00% | +122 | New |
| CoreCap Advisors, LLC | 115 | $3.92K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 114 | $3.88K | 0.00% | +114 | New |
| Assetmark, Inc | 109 | $3.71K | 0.00% | +17+18.5% | Added |
| Rothschild Investment LLC | 104 | $3.54K | 0.00% | −16−13.3% | Reduced |
| Cedar Mountain Advisors, LLC | 96 | $3.27K | 0.00% | +96 | New |
| Huntington National Bank | 91 | $3.10K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 92 | $3.09K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 90 | $3.06K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 87 | $2.96K | 0.00% | +87 | New |
| True Wealth Design, LLC | 83 | $2.83K | 0.00% | +28+50.9% | Added |
| IMA Wealth, Inc. | 82 | $2.79K | 0.00% | −9−9.9% | Reduced |
| IFP Advisors, Inc | 81 | $2.76K | 0.00% | −61−43.0% | Reduced |
| Fortitude Family Office, LLC | 75 | $2.55K | 0.00% | −2−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $2.42K | 0.00% | −1−1.4% | Reduced |
| Financial Network Wealth Advisors LLC | 65 | $2.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 63 | $2.15K | 0.00% | +63 | New |
| Raleigh Capital Management Inc. | 59 | $2.01K | 0.00% | +59 | New |
| Farmers & Merchants Investments Inc | 52 | $1.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 52 | $1.77K | 0.00% | +15+40.5% | Added |
| WPG Advisers, LLC | 50 | $1.70K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 40 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 40 | $1.36K | 0.00% | +10+33.3% | Added |
| Larson Financial Group LLC | 39 | $1.33K | 0.00% | −201−83.8% | Reduced |
| Wealth Preservation Advisors, LLC | 38 | $1.29K | 0.00% | +38 | New |
| Harvest Fund Management Co., Ltd | 15 | $1.00K | 0.00% | −6,440−99.8% | Reduced |
| JPL Wealth Management, LLC | 25 | $852 | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 25 | $851 | 0.00% | +1+4.2% | Added |
| Central Trust Co | 23 | $784 | 0.00% | 00.0% | Unchanged |
| Trust Co | 23 | $783 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 23 | $772 | 0.00% | +23 | New |
| Rialto Wealth Management, LLC | 22 | $750 | 0.00% | −2−8.3% | Reduced |
| Cornerstone Financial Management LLC | 18 | $613 | 0.00% | +3+20.0% | Added |
| USA Financial Portformulas Corp | 17 | $579 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 17 | $579 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $579 | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 16 | $545 | 0.00% | +6+60.0% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $408 | 0.00% | +1+9.1% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $375 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $340 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 9 | $307 | 0.00% | +6+200.0% | Added |
| DecisionPoint Financial, LLC | 8 | $273 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 7 | $239 | 0.00% | −1−12.5% | Reduced |
| TD Private Client Wealth LLC | 5 | $170 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $170 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $137 | 0.00% | −1−20.0% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $137 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 3 | $102 | 0.00% | −1−25.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $68 | 0.00% | −15−88.2% | Reduced |
| SBI Securities Co., Ltd. | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $59 | 0.00% | −1−50.0% | Reduced |
| Curio Wealth, LLC | 1 | $34 | 0.00% | +1 | New |
| Avion Wealth | 21 | $0 | 0.00% | 00.0% | Unchanged |
| No Street GP LP | 0 | $0 | 0.00% | −735,000−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −518,400−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −213,368−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −181,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −153,790−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −140,038−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −63,367−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −57,494−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −56,489−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −54,574−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −54,300−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −49,858−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −48,267−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −43,597−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −41,912−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −39,494−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −39,360−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −38,205−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −35,468−100.0% | Sold out |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −30,819−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,725−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −16,375−100.0% | Sold out |
| Bosman Wealth Management, LLC | 0 | $0 | 0.00% | −15,871−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −12,766−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −11,947−100.0% | Sold out |
| Scharf Investments, LLC | 0 | $0 | 0.00% | −11,868−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −10,594−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −9,732−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −8,718−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −7,996−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −7,513−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,805−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −6,477−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −6,474−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,397−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
