| Bayban | 41 | $3.12K | 0.00% | +41 | New |
| 1620 Investment Advisors, Inc. | 40 | $3.04K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.59K | 0.00% | +30+750.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 33 | $2.51K | 0.00% | +33 | New |
| South State Corp. | 31 | $2.36K | 0.00% | +21+210.0% | Added |
| N.E.W. Advisory Services LLC | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $1.82K | 0.00% | +1+4.3% | Added |
| Rossby Financial, LCC | 24 | $1.82K | 0.00% | +11+84.6% | Added |
| Zions Bancorporation, National Association | 24 | $1.82K | 0.00% | +24 | New |
| Ameriflex Group, Inc. | 20 | $1.52K | 0.00% | −20−50.0% | Reduced |
| SageView Advisory Group, LLC | 20 | $1.52K | 0.00% | +20 | New |
| Signature Resources Capital Management, LLC | 18 | $1.37K | 0.00% | +18 | New |
| Bogart Wealth, LLC | 17 | $1.29K | 0.00% | −23−57.5% | Reduced |
| Financial Network Wealth Advisors LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 17 | $1.29K | 0.00% | +17 | New |
| Coastline Trust Co | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 16 | $1.22K | 0.00% | +16 | New |
| Roble, Belko & Company, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 13 | $989 | 0.00% | +13 | New |
| High Note Wealth, LLC | 12 | $912 | 0.00% | −13−52.0% | Reduced |
| Lodestone Wealth Management LLC | 11 | $836 | 0.00% | +11 | New |
| Strategic Advocates LLC | 10 | $768 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $761 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $760 | 0.00% | −23−69.7% | Reduced |
| Meeder Asset Management Inc | 10 | $760 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $760 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 10 | $760 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $760 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 9 | $684 | 0.00% | −104−92.0% | Reduced |
| Blume Capital Management, Inc. | 8 | $609 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 8 | $608 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 8 | $608 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $533 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $532 | 0.00% | +7 | New |
| Wealth Watch Advisors, INC | 7 | $532 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 6 | $457 | 0.00% | +1+20.0% | Added |
| Fortitude Family Office, LLC | 6 | $456 | 0.00% | −57−90.5% | Reduced |
| Creative Financial Designs Inc | 6 | $456 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $381 | 0.00% | +1+25.0% | Added |
| Acumen Wealth Advisors, LLC | 5 | $381 | 0.00% | +5 | New |
| Gen-Wealth Partners Inc | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $304 | 0.00% | −15−78.9% | Reduced |
| AdvisorNet Financial, Inc | 4 | $304 | 0.00% | −12−75.0% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $229 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $152 | 0.00% | +1+100.0% | Added |
| Strive Financial Group ,LLC | 2 | $152 | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $152 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $150 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 1 | $77 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $77 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $76 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −609,079−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −538,348−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −466,968−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −314,538−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −241,262−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −201,528−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −151,573−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −90,962−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −86,000−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −77,004−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −71,490−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −64,859−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −54,790−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −51,751−100.0% | Sold out |
| Ithaka Group LLC | 0 | $0 | 0.00% | −44,135−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −36,433−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −28,492−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −26,381−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,649−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −17,909−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,359−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −13,175−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −11,014−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,861−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,598−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −7,537−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −7,281−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −6,478−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −6,198−100.0% | Sold out |