| WealthCollab, LLC | 89 | $5.39K | 0.00% | −36−28.8% | Reduced |
| Anfield Capital Management, LLC | 86 | $5.21K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 85 | $5.15K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 85 | $5.15K | 0.01% | +85 | New |
| CGC Financial Services, LLC | 82 | $4.97K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $4.79K | 0.00% | −111−58.4% | Reduced |
| Valued Wealth Advisors LLC | 79 | $4.79K | 0.00% | −56−41.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 78 | $4.73K | 0.01% | +78 | New |
| Rosenberg Matthew Hamilton | 78 | $4.72K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 77 | $4.66K | 0.00% | +77 | New |
| Key Financial Inc | 74 | $4.48K | 0.00% | −1,093−93.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 72 | $4.36K | 0.00% | +54+300.0% | Added |
| Dunhill Financial, LLC | 71 | $4.32K | 0.00% | −40−36.0% | Reduced |
| First United Bank Trust | 70 | $4.24K | 0.00% | −30−30.0% | Reduced |
| Washington Trust Co | 70 | $4.24K | 0.00% | +22+45.8% | Added |
| Harbour Investments, Inc. | 68 | $4.12K | 0.00% | −13−16.0% | Reduced |
| Glen Eagle Advisors, LLC | 68 | $4.12K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 68 | $4.12K | 0.00% | +68 | New |
| Hallmark Capital Management Inc | 67 | $4.06K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 69 | $4.00K | 0.00% | −21−23.3% | Reduced |
| Aventura Private Wealth, LLC | 63 | $3.82K | 0.00% | +63 | New |
| Prestige Wealth Management Group LLC | 56 | $3.39K | 0.00% | −16−22.2% | Reduced |
| Montag A & Associates Inc | 56 | $3.39K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 54 | $3.27K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 52 | $3.15K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $2.97K | 0.00% | +49 | New |
| Your Advocates Ltd., LLP | 47 | $2.85K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 43 | $2.60K | 0.00% | +43 | New |
| Kestra Investment Management, LLC | 43 | $2.60K | 0.00% | +43 | New |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.54K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 42 | $2.54K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 42 | $2.54K | 0.00% | +42 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $2.42K | 0.00% | −52−56.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 36 | $2.18K | 0.00% | −13−26.5% | Reduced |
| TFC Financial Management | 34 | $2.06K | 0.00% | −27−44.3% | Reduced |
| Mondrian Investment Partners LTD | 32 | $2.05K | 0.00% | −1,596,565−100.0% | Reduced |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 31 | $1.85K | 0.00% | −150−82.9% | Reduced |
| Stonebridge Financial Group, LLC | 27 | $1.64K | 0.00% | +27 | New |
| Clark Wealth Partners | 27 | $1.64K | 0.00% | +27 | New |
| WealthTrak Capital Management LLC | 25 | $1.51K | 0.00% | +25 | New |
| Retirement Wealth Solutions LLC | 24 | $1.48K | 0.00% | +24 | New |
| Eagle Bay Advisors LLC | 23 | $1.39K | 0.00% | −45−66.2% | Reduced |
| Continuum Advisory, LLC | 23 | $1.39K | 0.00% | −17−42.5% | Reduced |
| PFG Private Wealth Management, LLC | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $1.39K | 0.00% | +23 | New |
| Highline Wealth Partners LLC | 23 | $1.39K | 0.00% | +23 | New |
| Trifecta Capital Advisors, LLC | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 22 | $1.30K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 19 | $1.15K | 0.00% | +14+280.0% | Added |
| First Financial Corp | 18 | $1.09K | 0.00% | −176−90.7% | Reduced |
| Delta Asset Management LLC | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 18 | $1.09K | 0.00% | +18 | New |
| Sierra Ocean, LLC | 17 | $1.03K | 0.00% | +17 | New |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $909 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $848 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 13 | $788 | 0.00% | −13,327−99.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 13 | $788 | 0.00% | +13 | New |
| New Millennium Group LLC | 12 | $727 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $727 | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 11 | $666 | 0.00% | +11 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $659 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 11 | $639 | 0.00% | +11 | New |
| Tradewinds Capital Management, LLC | 10 | $606 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $545 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $485 | 0.00% | −37−82.2% | Reduced |
| WestEnd Advisors, LLC | 7 | $424 | 0.00% | +1+16.7% | Added |
| REAP Financial Group, LLC | 6 | $382 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $303 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $303 | 0.00% | +5 | New |
| Stance Capital LLC | 5 | $303 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $302 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $242 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $242 | 0.00% | +4 | New |
| Bokf, NA | 1 | $62 | 0.00% | −8−88.9% | Reduced |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,708,163−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,374,318−100.0% | Sold out |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −836,674−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −729,012−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −614,917−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −367,200−100.0% | Sold out |
| C WorldWide Group Holding A/S | 0 | $0 | 0.00% | −312,756−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −301,487−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −236,081−100.0% | Sold out |
| Nitorum Capital, L.P. | 0 | $0 | 0.00% | −231,188−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −144,696−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −111,000−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −88,973−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −77,183−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −72,851−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −71,186−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −67,801−100.0% | Sold out |
| Meridian Management Co | 0 | $0 | 0.00% | −67,371−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −66,347−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −62,973−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −62,571−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −56,282−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −43,891−100.0% | Sold out |
