| Bell Investment Advisors, Inc | 95 | $4.12K | 0.00% | +22+30.1% | Added |
| WealthCollab, LLC | 93 | $4.03K | 0.00% | +93 | New |
| Brown Brothers Harriman & Co | 92 | $3.99K | 0.00% | +56+155.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 89 | $3.86K | 0.00% | −15−14.4% | Reduced |
| Luken Investment Analytics, LLC | 89 | $3.86K | 0.00% | +89 | New |
| Bare Financial Services, Inc | 86 | $3.73K | 0.00% | −14−14.0% | Reduced |
| Bayban | 83 | $3.60K | 0.00% | +83 | New |
| Rossby Financial, LCC | 74 | $3.21K | 0.00% | +52+236.4% | Added |
| Whittier Trust Co of Nevada Inc | 74 | $3.16K | 0.00% | −26−26.0% | Reduced |
| Creative Financial Designs Inc | 69 | $2.99K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 66 | $2.86K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 66 | $2.86K | 0.00% | +66 | New |
| United Community Bank | 64 | $2.77K | 0.00% | +64 | New |
| Fideuram Asset Management (Ireland) dac | 48 | $2.69K | 0.00% | +48 | New |
| Colonial Trust Co | 61 | $2.66K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 61 | $2.64K | 0.00% | +61 | New |
| Legacy Wealth Managment, LLC | 61 | $2.64K | 0.00% | +61 | New |
| NBC Securities, Inc. | 60 | $2.60K | 0.00% | +5+9.1% | Added |
| Navalign, LLC | 60 | $2.60K | 0.00% | +60 | New |
| JNBA Financial Advisors | 53 | $2.30K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 53 | $2.30K | 0.00% | −7,170−99.3% | Reduced |
| Aventura Private Wealth, LLC | 50 | $2.17K | 0.00% | +30+150.0% | Added |
| Addison Advisors LLC | 48 | $2.08K | 0.00% | +48 | New |
| Retirement Wealth Solutions LLC | 47 | $2.04K | 0.00% | −2−4.1% | Reduced |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 45 | $1.95K | 0.00% | −116−72.0% | Reduced |
| Imprint Wealth LLC | 42 | $1.82K | 0.01% | −132−75.9% | Reduced |
| Ares Financial Consulting, LLC | 39 | $1.69K | 0.00% | +39 | New |
| Kozak & Associates, Inc. | 39 | $1.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.60K | 0.00% | −70−65.4% | Reduced |
| Golden State Wealth Management, LLC | 35 | $1.52K | 0.00% | +35 | New |
| Keating Financial Advisory Services, Inc. | 35 | $1.52K | 0.00% | +35 | New |
| Cromwell Holdings LLC | 34 | $1.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 34 | $1.47K | 0.00% | +34 | New |
| HFM Investment Advisors, LLC | 33 | $1.43K | 0.00% | +25+312.5% | Added |
| Bullock Wealth Management Group | 33 | $1.43K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 33 | $1.43K | 0.00% | +33 | New |
| Rialto Wealth Management, LLC | 29 | $1.26K | 0.00% | −5−14.7% | Reduced |
| Cornerstone Financial Management LLC | 24 | $1.04K | 0.00% | +24 | New |
| Pinnacle Wealth Planning Services, Inc. | 22 | $953 | 0.00% | +22 | New |
| Cullen/Frost Bankers, Inc. | 19 | $823 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $694 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 14 | $607 | 0.00% | −5−26.3% | Reduced |
| Hughes Financial Services, LLC | 12 | $520 | 0.00% | −10−45.5% | Reduced |
| Signature Resources Capital Management, LLC | 12 | $520 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 11 | $477 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 11 | $477 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 9 | $391 | 0.00% | +1+12.5% | Added |
| 1015 Capital Partners, LLC | 9 | $390 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 8 | $346 | 0.00% | −4−33.3% | Reduced |
| Dunhill Financial, LLC | 7 | $299 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $174 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $174 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $173 | 0.00% | −3−42.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 4 | $173 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $131 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1 | $43 | 0.00% | +1 | New |
| Avion Wealth | 23 | $0 | 0.00% | −21−47.7% | Reduced |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −852,134−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −534,739−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −470,000−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −298,403−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −138,869−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −111,915−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −89,992−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −95,014−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −79,424−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −72,688−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −71,693−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −49,038−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −48,702−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −33,558−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −29,858−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −27,540−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −21,636−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −19,775−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −18,953−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −17,871−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −15,638−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −14,420−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −14,236−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −13,109−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −10,094−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −9,737−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,531−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −8,381−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −7,452−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,224−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −5,926−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −5,755−100.0% | Sold out |