| Fortitude Family Office, LLC | 59 | $8.43K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 59 | $8.43K | 0.00% | +59 | New |
| Harbor Investment Advisory, LLC | 56 | $8.00K | 0.00% | −11−16.4% | Reduced |
| Hemington Wealth Management | 56 | $8.00K | 0.00% | +15+36.6% | Added |
| GHP Investment Advisors, Inc. | 54 | $7.72K | 0.00% | −156−74.3% | Reduced |
| Rothschild Investment LLC | 52 | $7.43K | 0.00% | +31+147.6% | Added |
| Kestra Investment Management, LLC | 51 | $7.29K | 0.00% | +51 | New |
| Future Financial Wealth Managment LLC | 50 | $7.14K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $7.14K | 0.01% | +50 | New |
| Clearstead Advisors, LLC | 47 | $6.72K | 0.00% | −44−48.4% | Reduced |
| HM Payson & Co | 47 | $6.72K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 47 | $6.72K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 44 | $6.29K | 0.27% | +44 | New |
| FPC Investment Advisory, Inc. | 38 | $5.42K | 0.00% | +38 | New |
| Carolinas Wealth Consulting LLC | 36 | $5.14K | 0.00% | −47−56.6% | Reduced |
| Decker Retirement Planning Inc. | 35 | $5.00K | 0.00% | +35 | New |
| Laurel Wealth Advisors LLC | 34 | $4.86K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 34 | $4.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $4.72K | 0.00% | +12+57.1% | Added |
| MV Capital Management, Inc. | 33 | $4.72K | 0.00% | +19+135.7% | Added |
| Park Square Financial Group, LLC | 33 | $4.71K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 31 | $4.43K | 0.00% | +21+210.0% | Added |
| Trust Co of Vermont | 30 | $4.29K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 29 | $4.14K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 26 | $3.71K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $3.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $3.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $3.14K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22 | $3.14K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $3.09K | 0.00% | +22 | New |
| West Branch Capital LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 25 | $2.88K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 19 | $2.71K | 0.00% | +19 | New |
| Sierra Ocean, LLC | 19 | $2.71K | 0.00% | +19 | New |
| CBIZ Investment Advisory Services, LLC | 18 | $2.57K | 0.00% | +13+260.0% | Added |
| Cassady Schiller Wealth Management, LLC | 17 | $2.43K | 0.00% | +17 | New |
| Crewe Advisors LLC | 15 | $2.14K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 15 | $2.14K | 0.00% | −73,985−100.0% | Reduced |
| Capital Analysts, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 13 | $1.86K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $1.72K | 0.00% | +2+20.0% | Added |
| Global Wealth Strategies & Associates | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.57K | 0.00% | +4+57.1% | Added |
| Principia Wealth Advisory, LLC | 9 | $1.29K | 0.00% | +9 | New |
| HHM Wealth Advisors, LLC | 8 | $1.14K | 0.00% | +8 | New |
| Avalon Trust Co | 7 | $1.00K | 0.00% | +7 | New |
| American National Bank | 7 | $1.00K | 0.00% | −334−97.9% | Reduced |
| Winthrop Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $801 | 0.00% | +6 | New |
| Atticus Wealth Management, LLC | 5 | $715 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $714 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5 | $714 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $714 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 4 | $572 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $572 | 0.00% | +4 | New |
| First Pacific Financial | 3 | $429 | 0.00% | −32−91.4% | Reduced |
| Abound Wealth Management | 3 | $429 | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 3 | $429 | 0.00% | +3 | New |
| Kohmann Bosshard Financial Services, LLC | 3 | $429 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 2 | $286 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $286 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $286 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $143 | 0.00% | +1 | New |
| AlphaMark Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,632,870−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −839,712−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −391,222−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −333,253−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −226,336−100.0% | Sold out |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −139,600−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −101,930−100.0% | Sold out |
| Oberndorf William E | 0 | $0 | 0.00% | −96,700−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −84,714−100.0% | Sold out |
| Battery Global Advisors, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −69,500−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −65,993−100.0% | Sold out |
| Night Owl Capital Management, LLC | 0 | $0 | 0.00% | −63,206−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −63,095−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −60,997−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −56,042−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −48,500−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −44,693−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −41,401−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −41,299−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −39,623−100.0% | Sold out |
| Cota Capital Management, LLC | 0 | $0 | 0.00% | −37,895−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −35,337−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −33,654−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −25,042−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −21,720−100.0% | Sold out |