| Financial Management Professionals, Inc. | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 65 | $8.09K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $8.00K | 0.00% | +48+252.6% | Added |
| Raffa Wealth Management, LLC | 64 | $7.97K | 0.00% | −374−85.4% | Reduced |
| Arlington Trust Co LLC | 61 | $7.59K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 57 | $7.09K | 0.00% | +57 | New |
| Avion Wealth | 59 | $7.00K | 0.00% | +20+51.3% | Added |
| Simplex Trading, LLC | 62 | $7.00K | 0.00% | +62 | New |
| Trifecta Capital Advisors, LLC | 55 | $6.85K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $6.35K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 49 | $6.10K | 0.00% | −49−50.0% | Reduced |
| Larson Financial Group LLC | 46 | $5.73K | 0.00% | +46 | New |
| Carolina Wealth Advisors, LLC | 46 | $5.73K | 0.00% | +46 | New |
| Dunhill Financial, LLC | 46 | $5.71K | 0.00% | +21+84.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 44 | $5.48K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 40 | $5.28K | 0.00% | −78−66.1% | Reduced |
| FSA Wealth Management LLC | 39 | $4.86K | 0.00% | +39 | New |
| Global Financial Private Client, LLC | 39 | $4.86K | 0.00% | +39 | New |
| Golden State Equity Partners | 37 | $4.61K | 0.00% | +37 | New |
| Eagle Bay Advisors LLC | 36 | $4.48K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 36 | $4.48K | 0.00% | +10+38.5% | Added |
| WR Wealth Planners, LLC | 36 | $4.48K | 0.00% | +14+63.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $4.36K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $3.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $3.86K | 0.00% | +1+3.3% | Added |
| Pacifica Partners Inc. | 29 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $3.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $3.36K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 26 | $3.24K | 0.00% | +26 | New |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $3.11K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 25 | $3.11K | 0.00% | +25 | New |
| Concord Wealth Partners | 24 | $2.99K | 0.00% | −96−80.0% | Reduced |
| Hoey Investments, Inc | 32 | $2.85K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 19 | $2.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $2.12K | 0.00% | +4+30.8% | Added |
| Carolinas Wealth Consulting LLC | 17 | $2.12K | 0.00% | +5+41.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $2.12K | 0.00% | −81−82.7% | Reduced |
| Sound Income Strategies, LLC | 16 | $1.99K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14 | $1.74K | 0.00% | +14 | New |
| Versant Capital Management, Inc | 13 | $1.62K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 12 | $1.49K | 0.00% | +12 | New |
| Core Alternative Capital | 11 | $1.37K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $1.35K | 0.00% | −300−96.5% | Reduced |
| North Star Investment Management Corp. | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 8 | $996 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 8 | $996 | 0.00% | +8 | New |
| Annapolis Financial Services, LLC | 7 | $872 | 0.00% | +7 | New |
| Rakuten Securities, Inc. | 7 | $871 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 7 | $871 | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 7 | $871 | 0.00% | +7 | New |
| Foster Dykema Cabot & Partners, LLC | 6 | $747 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 5 | $623 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $622 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $622 | 0.00% | +5 | New |
| NVWM, LLC | 4 | $498 | 0.00% | +4 | New |
| Voisard Asset Management Group, Inc. | 4 | $498 | 0.00% | +4 | New |
| Creekmur Asset Management LLC | 3 | $373 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $249 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $125 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $125 | 0.00% | +1 | New |
| Westend Capital Management, LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,561 | – | – | −230−6.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | – | – | −496−99.6% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −501,111−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −413,200−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −336,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −291,930−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −113,423−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −96,380−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −72,195−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −44,584−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −38,078−100.0% | Sold out |
| Masterton Capital Management, LP | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,384−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,231−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −11,545−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −9,473−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −8,204−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −7,192−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −6,633−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,349−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,144−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −5,080−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −4,531−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,363−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,291−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,263−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| Treynor Bancshares, Inc. | 0 | $0 | 0.00% | −2,698−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |