| Fairway Wealth LLC | 46 | $7.78K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 46 | $7.78K | 0.00% | +7+17.9% | Added |
| Silicon Valley Capital Partners | 46 | $7.69K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 45 | $7.61K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 44 | $7.45K | 0.04% | +44 | New |
| Cornerstone Planning Group LLC | 40 | $6.94K | 0.00% | +25+166.7% | Added |
| Anfield Capital Management, LLC | 40 | $6.77K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 35 | $5.92K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 34 | $5.75K | 0.00% | +34 | New |
| Zions Bancorporation, National Association | 32 | $5.41K | 0.00% | +32 | New |
| True Wealth Design, LLC | 31 | $5.25K | 0.00% | −76−71.0% | Reduced |
| High Note Wealth, LLC | 31 | $5.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $5.08K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $5.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $4.91K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 29 | $4.91K | 0.00% | +10+52.6% | Added |
| Frazier Financial Advisors, LLC | 28 | $4.70K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 27 | $4.57K | 0.00% | −1,594−98.3% | Reduced |
| Bank of Jackson Hole Trust | 26 | $4.50K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 23 | $3.89K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $3.38K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $3.21K | 0.00% | +1+5.6% | Added |
| Main Street Group, LTD | 20 | $3.14K | 0.00% | +20 | New |
| Salomon & Ludwin, LLC | 18 | $3.05K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $3.04K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 17 | $2.88K | 0.00% | −4−19.0% | Reduced |
| Iron Horse Wealth Management, LLC | 17 | $2.88K | 0.00% | +17 | New |
| Adirondack Trust Co | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 16 | $2.71K | 0.00% | +16 | New |
| JNBA Financial Advisors | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $2.37K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 14 | $2.37K | 0.00% | +14 | New |
| Boyd Watterson Asset Management LLC | 13 | $2.20K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 13 | $2.20K | 0.00% | +13 | New |
| HHM Wealth Advisors, LLC | 11 | $1.86K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $1.86K | 0.00% | +11 | New |
| Aspect Partners, LLC | 11 | $1.86K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $1.69K | 0.00% | +10 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $1.52K | 0.00% | +1+12.5% | Added |
| Key Financial Inc | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $1.01K | 0.00% | +6 | New |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $846 | 0.00% | −15−75.0% | Reduced |
| Raffa Wealth Management, LLC | 5 | $846 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $846 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $820 | 0.00% | −1−16.7% | Reduced |
| IAG Wealth Partners, LLC | 4 | $677 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $677 | 0.00% | +3+300.0% | Added |
| Highline Wealth Partners LLC | 4 | $677 | 0.00% | +4 | New |
| Transce3nd, LLC | 3 | $508 | 0.00% | −46−93.9% | Reduced |
| Quent Capital, LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $508 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $508 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $508 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $507 | 0.00% | +3 | New |
| Crewe Advisors LLC | 2 | $339 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2 | $339 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $339 | 0.00% | +2 | New |
| Copia Wealth Management | 2 | $338 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $170 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 1 | $169 | 0.00% | −14,543−100.0% | Reduced |
| Quest Partners LLC | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1 | $169 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −79,369−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −27,681−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −24,681−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,049−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −14,444−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,969−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,975−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −7,899−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −7,856−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −7,822−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,608−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −7,125−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,534−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Wahed Invest LLC | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |