| Private Wealth Management Group, LLC | 106 | $5.75K | 0.00% | −205−65.9% | Reduced |
| Center for Financial Planning, Inc. | 106 | $5.75K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 105 | $5.70K | 0.00% | +105 | New |
| Manchester Capital Management LLC | 103 | $5.59K | 0.00% | −11−9.6% | Reduced |
| Curat Global, LLC | 101 | $5.48K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $5.43K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 88 | $4.76K | 0.00% | −1−1.1% | Reduced |
| Anfield Capital Management, LLC | 86 | $4.67K | 0.00% | 00.0% | Unchanged |
| American National Bank | 82 | $4.45K | 0.00% | +82 | New |
| Prestige Wealth Management Group LLC | 78 | $4.23K | 0.00% | +22+39.3% | Added |
| Sachetta, LLC | 73 | $3.96K | 0.00% | +24+49.0% | Added |
| UMA Financial Services, Inc. | 72 | $3.91K | 0.00% | +72 | New |
| Whipplewood Advisors, LLC | 72 | $3.91K | 0.00% | +23+46.9% | Added |
| First United Bank Trust | 70 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 68 | $3.69K | 0.00% | +68 | New |
| Sierra Ocean, LLC | 67 | $3.64K | 0.00% | −20−23.0% | Reduced |
| Wolff Wiese Magana LLC | 67 | $3.64K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 67 | $3.64K | 0.00% | +2+3.1% | Added |
| J.Safra Asset Management Corp | 65 | $3.53K | 0.00% | +65 | New |
| Retirement Wealth Solutions LLC | 64 | $3.47K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 54 | $2.93K | 0.00% | −39−41.9% | Reduced |
| CVA Family Office, LLC | 54 | $2.93K | 0.00% | −11−16.9% | Reduced |
| Salomon & Ludwin, LLC | 85 | $2.87K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 52 | $2.82K | 0.00% | +52 | New |
| Byrne Asset Management LLC | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 47 | $2.55K | 0.00% | +47 | New |
| Your Advocates Ltd., LLP | 47 | $2.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 95 | $2.46K | 0.00% | −153−61.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 43 | $2.33K | 0.00% | −4−8.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 41 | $2.23K | 0.00% | −22−34.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $2.01K | 0.00% | −4−9.8% | Reduced |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 75 | $1.96K | 0.00% | +75 | New |
| GPS Wealth Strategies Group, LLC | 31 | $1.68K | 0.00% | −223−87.8% | Reduced |
| IMG Wealth Management, Inc. | 29 | $1.57K | 0.00% | +29 | New |
| ORG Partners LLC | 26 | $1.47K | 0.00% | +26 | New |
| High Note Wealth, LLC | 24 | $1.30K | 0.00% | +1+4.3% | Added |
| Bay Harbor Wealth Management, LLC | 24 | $1.30K | 0.00% | +15+166.7% | Added |
| Trifecta Capital Advisors, LLC | 22 | $1.20K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 22 | $1.19K | 0.00% | +2+10.0% | Added |
| SBI Securities Co., Ltd. | 22 | $1.19K | 0.00% | +4+22.2% | Added |
| Hughes Financial Services, LLC | 44 | $1.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $1.03K | 0.00% | +7+58.3% | Added |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $995 | 0.00% | −44−71.0% | Reduced |
| Highline Wealth Partners LLC | 18 | $977 | 0.00% | −35−66.0% | Reduced |
| Tortoise Investment Management, LLC | 18 | $977 | 0.00% | +18 | New |
| Wealth Preservation Advisors, LLC | 17 | $923 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $815 | 0.00% | +15 | New |
| Activest Wealth Management | 15 | $814 | 0.00% | −10−40.0% | Reduced |
| Core Alternative Capital | 14 | $760 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $760 | 0.00% | +10+250.0% | Added |
| Tradewinds Capital Management, LLC | 10 | $543 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $543 | 0.00% | +10 | New |
| Bogart Wealth, LLC | 9 | $489 | 0.00% | −27−75.0% | Reduced |
| NVWM, LLC | 9 | $489 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 9 | $489 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 8 | $435 | 0.00% | +4+100.0% | Added |
| REAP Financial Group, LLC | 6 | $326 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $326 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $272 | 0.00% | −10−66.7% | Reduced |
| SJS Investment Consulting Inc. | 5 | $272 | 0.00% | +2+66.7% | Added |
| Parkworth Wealth Management, Inc. | 5 | $271 | 0.00% | −2−28.6% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $217 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $109 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $65 | 0.00% | −5−71.4% | Reduced |
| Soundwatch Capital LLC | 8,107 | – | – | +8,107 | New |
| 8 Knots Management, LLC | 0 | $0 | 0.00% | −3,050,904−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −1,301,660−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,210,949−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −713,896−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −670,578−100.0% | Sold out |
| Vantage Investment Partners, LLC | 0 | $0 | 0.00% | −642,303−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −373,956−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −310,587−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −182,883−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −168,883−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −146,087−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −135,398−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −134,831−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −122,405−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −100,953−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −96,103−100.0% | Sold out |
| High Ground Investment Management LLP | 0 | $0 | 0.00% | −69,203−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −67,475−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −52,727−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −49,346−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,351−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −37,913−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −36,204−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −27,902−100.0% | Sold out |
| Fore Capital, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −24,022−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −20,534−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,502−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −17,312−100.0% | Sold out |
