| Glen Eagle Advisors, LLC | 33 | $10.2K | 0.00% | +23+230.0% | Added |
| Avion Wealth | 33 | $10.0K | 0.00% | +10+43.5% | Added |
| Iron Horse Wealth Management, LLC | 32 | $9.85K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31 | $9.54K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $9.23K | 0.00% | −5−14.3% | Reduced |
| Raffa Wealth Management, LLC | 29 | $8.93K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 29 | $8.93K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 27 | $8.31K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 25 | $8.00K | 0.00% | +25 | New |
| First Pacific Financial | 25 | $7.69K | 0.00% | +1+4.2% | Added |
| IAG Wealth Partners, LLC | 25 | $7.69K | 0.00% | +25 | New |
| Sachetta, LLC | 30 | $7.59K | 0.00% | +5+20.0% | Added |
| DT Investment Partners, LLC | 23 | $7.08K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 23 | $7.08K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 23 | $7.08K | 0.00% | +23 | New |
| Householder Group Estate & Retirement Specialist, LLC | 24 | $7.00K | 0.00% | +10+71.4% | Added |
| WR Wealth Planners, LLC | 22 | $6.77K | 0.00% | +2+10.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 22 | $6.77K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $6.16K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $6.16K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 18 | $6.00K | 0.00% | −63−77.8% | Reduced |
| Godsey & Gibb Associates | 18 | $5.54K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 18 | $5.54K | 0.00% | +18 | New |
| Aspect Partners, LLC | 17 | $5.23K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $4.92K | 0.00% | +16 | New |
| Hollencrest Capital Management | 16 | $4.92K | 0.00% | −102−86.4% | Reduced |
| Frazier Financial Advisors, LLC | 16 | $4.92K | 0.00% | −11−40.7% | Reduced |
| VitalStone Financial, LLC | 16 | $4.92K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 16 | $4.92K | 0.00% | +5+45.5% | Added |
| Quintet Private Bank (Europe) S.A. | 13 | $4.62K | 0.00% | +13 | New |
| HM Payson & Co | 15 | $4.62K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $4.62K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 15 | $4.62K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 15 | $4.62K | 0.00% | +15 | New |
| Alaska Permanent Fund Corp | 17 | $4.55K | 0.00% | +2+13.3% | Added |
| Core Alternative Capital | 14 | $4.31K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $4.31K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 13 | $4.00K | 0.00% | +13 | New |
| Altshuler Shaham Ltd | 12 | $3.69K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $3.69K | 0.00% | +12 | New |
| North Star Investment Management Corp. | 11 | $3.38K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 9 | $2.77K | 0.00% | +5+125.0% | Added |
| Perkins Coie Trust Co | 9 | $2.77K | 0.00% | −5−35.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $2.77K | 0.00% | −1−10.0% | Reduced |
| Abich Financial Wealth Management LLC | 8 | $2.46K | 0.00% | +8 | New |
| Lynx Investment Advisory | 8 | $2.46K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $2.15K | 0.00% | −1−12.5% | Reduced |
| Trust Co of Vermont | 7 | $2.15K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Ancora Advisors, LLC | 6 | $1.99K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $1.54K | 0.00% | −3−37.5% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $1.23K | 0.00% | −12−75.0% | Reduced |
| AlphaMark Advisors, LLC | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $1.00K | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 3 | $924 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $923 | 0.00% | +3 | New |
| Gradient Investments LLC | 3 | $923 | 0.00% | +3 | New |
| Ruedi Wealth Management, Inc. | 3 | $923 | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $822 | 0.00% | +1+50.0% | Added |
| WestEnd Advisors, LLC | 1 | $308 | 0.00% | −1−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $308 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $308 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −429,743−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −164,647−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −136,426−100.0% | Sold out |
| Value Aligned Research Advisors, LLC | 0 | $0 | 0.00% | −129,166−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −108,809−100.0% | Sold out |
| Varenne Capital Partners | 0 | $0 | 0.00% | −94,674−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −56,258−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −55,846−100.0% | Sold out |
| Manchester Global Management (UK) Ltd | 0 | $0 | 0.00% | −50,312−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −44,444−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −39,800−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −36,863−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −33,236−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −24,821−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −23,057−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −17,396−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −13,810−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −11,313−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −10,973−100.0% | Sold out |
| Elite Wealth Management, Inc. | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −10,730−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −7,854−100.0% | Sold out |