| Capital Advisors, Ltd. LLC | 72 | $5.00K | 0.00% | +72 | New |
| Davis Capital Management | 78 | $4.88K | 0.00% | +78 | New |
| Hilltop National Bank | 75 | $4.70K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 64 | $4.01K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 60 | $3.76K | 0.00% | +60 | New |
| GoalVest Advisory LLC | 58 | $3.63K | 0.00% | +58 | New |
| Bruce G. Allen Investments, LLC | 49 | $3.07K | 0.00% | +49 | New |
| HM Payson & Co | 46 | $2.88K | 0.00% | +4+9.5% | Added |
| LifeSteps Financial, Inc. | 46 | $2.88K | 0.00% | +46 | New |
| Beaird Harris Wealth Management, LLC | 45 | $2.82K | 0.00% | +45 | New |
| Highland Investment Advisors LLC | 42 | $2.63K | 0.00% | +42 | New |
| West Paces Advisors Inc. | 41 | $2.57K | 0.00% | +41 | New |
| IFG Advisory, LLC | 40 | $2.50K | 0.00% | +40 | New |
| Strive Financial Group ,LLC | 39 | $2.44K | 0.00% | −10−20.4% | Reduced |
| Horizon Financial Services, LLC | 39 | $2.44K | 0.00% | +39 | New |
| Pinnacle Wealth Planning Services, Inc. | 36 | $2.25K | 0.00% | −24−40.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 35 | $2.19K | 0.00% | +35 | New |
| Bokf, NA | 34 | $2.13K | 0.00% | +34 | New |
| Action Point Financial Planning, LLC | 34 | $2.07K | 0.00% | +34 | New |
| Bessemer Group Inc | 32 | $2.00K | 0.00% | +11+52.4% | Added |
| ZRC Wealth Management, LLC | 30 | $1.88K | 0.00% | +30 | New |
| True Wealth Design, LLC | 26 | $1.63K | 0.00% | −72−73.5% | Reduced |
| Massmutual Trust Co FSB | 26 | $1.63K | 0.00% | +11+73.3% | Added |
| Atlantic Trust, LLC | 25 | $1.57K | 0.00% | −5−16.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 21 | $1.31K | 0.00% | +2+10.5% | Added |
| Fortis Group Advisors, LLC | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $1.13K | 0.00% | +8+80.0% | Added |
| Cullen/Frost Bankers, Inc. | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 17 | $1.06K | 0.00% | +17 | New |
| Anchor Bay Capital, Inc. | 15 | $1.01K | 0.00% | +15 | New |
| South State Corp. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $1.00K | 0.00% | +5+20.0% | Added |
| Bogart Wealth, LLC | 15 | $939 | 0.00% | −14−48.3% | Reduced |
| IMA Wealth, Inc. | 15 | $939 | 0.00% | +6+66.7% | Added |
| Manning & Napier Advisors LLC | 12 | $912 | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 14 | $877 | 0.00% | +14 | New |
| Activest Wealth Management | 13 | $814 | 0.00% | −22−62.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 13 | $814 | 0.00% | +1+8.3% | Added |
| Proathlete Wealth Management LLC | 13 | $814 | 0.00% | +13 | New |
| Zions Bancorporation, National Association | 12 | $752 | 0.00% | −15−55.6% | Reduced |
| Retirement Wealth Solutions LLC | 12 | $752 | 0.00% | −2−14.3% | Reduced |
| NVWM, LLC | 12 | $752 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $752 | 0.00% | +4+50.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $626 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 10 | $626 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 10 | $626 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 8 | $501 | 0.00% | +6+300.0% | Added |
| Manchester Capital Management LLC | 7 | $439 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 6 | $376 | 0.00% | −12−66.7% | Reduced |
| SJS Investment Consulting Inc. | 6 | $376 | 0.00% | +1+20.0% | Added |
| Hughes Financial Services, LLC | 5 | $313 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $313 | 0.00% | +2+66.7% | Added |
| Montag A & Associates Inc | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $251 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $188 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $188 | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 3 | $185 | 0.00% | +3 | New |
| Kerr Financial Planning Corp | 2 | $126 | 0.00% | −1−33.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2 | $125 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 1 | $63 | 0.00% | +1 | New |
| Pacer Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Anatole Investment Management Ltd | 0 | $0 | 0.00% | −1,212,292−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −1,205,610−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −985,107−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −651,241−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −213,796−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −204,000−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −177,984−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −145,483−100.0% | Sold out |
| 1888 Investments, LLC | 0 | $0 | 0.00% | −121,821−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −81,801−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −80,063−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −75,686−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −72,670−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −58,409−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| Oriental Harbor Investment Fund | 0 | $0 | 0.00% | −31,714−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −29,073−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −28,464−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −25,074−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −19,904−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −17,622−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −16,419−100.0% | Sold out |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −13,428−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −13,098−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −13,847−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −11,508−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −11,205−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,210−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,669−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −8,699−100.0% | Sold out |
| SLT Holdings LLC | 0 | $0 | 0.00% | −8,525−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −8,356−100.0% | Sold out |
| FirstWave Capital Management LLC | 0 | $0 | 0.00% | −8,075−100.0% | Sold out |
