| Rosenberg Matthew Hamilton | 36 | $8.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $8.18K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 32 | $7.48K | 0.00% | −15−31.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 29 | $6.78K | 0.00% | +3+11.5% | Added |
| Retirement Wealth Solutions LLC | 28 | $6.55K | 0.00% | +3+12.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 26 | $6.08K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 26 | $6.08K | 0.00% | +26 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $6.00K | 0.00% | +25 | New |
| IMA Wealth, Inc. | 25 | $5.85K | 0.00% | +8+47.1% | Added |
| Private Wealth Management Group, LLC | 25 | $5.85K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 23 | $5.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $5.19K | 0.00% | +4+22.2% | Added |
| Toth Financial Advisory Corp | 18 | $4.21K | 0.00% | +10+125.0% | Added |
| Bare Financial Services, Inc | 18 | $4.21K | 0.00% | +4+28.6% | Added |
| TD Capital Management LLC | 17 | $3.98K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $3.74K | 0.00% | −4−20.0% | Reduced |
| Stone House Investment Management, LLC | 16 | $3.74K | 0.00% | +5+45.5% | Added |
| Creative Capital Management Investments LLC | 16 | $3.74K | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 15 | $3.51K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $3.51K | 0.00% | +15 | New |
| William B. Walkup & Associates, Inc. | 15 | $3.51K | 0.00% | +15 | New |
| Strengthening Families & Communities, LLC | 13 | $3.05K | 0.00% | +8+160.0% | Added |
| Harbour Investments, Inc. | 13 | $3.04K | 0.00% | +13 | New |
| Dogwood Wealth Management LLC | 12 | $2.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.81K | 0.00% | +11+1,100.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 12 | $2.81K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $2.34K | 0.00% | +1+11.1% | Added |
| GHP Investment Advisors, Inc. | 10 | $2.34K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 10 | $2.34K | 0.00% | +1+11.1% | Added |
| Quarry LP | 9 | $2.10K | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 8 | $1.87K | 0.00% | +2+33.3% | Added |
| HFM Investment Advisors, LLC | 8 | $1.87K | 0.00% | +5+166.7% | Added |
| Torren Management, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $1.64K | 0.00% | −27−79.4% | Reduced |
| UMA Financial Services, Inc. | 7 | $1.64K | 0.00% | +2+40.0% | Added |
| Hughes Financial Services, LLC | 7 | $1.64K | 0.00% | +6+600.0% | Added |
| Zions Bancorporation, National Association | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.40K | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $935 | 0.00% | +4 | New |
| Breakwater Investment Management | 3 | $702 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 3 | $701 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $701 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $701 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 2 | $468 | 0.00% | −1−33.3% | Reduced |
| SHP Wealth Management | 2 | $468 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $441 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $234 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $234 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −83,362−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −46,524−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −29,211−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −28,959−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −25,546−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −23,885−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,606−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −19,825−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,157−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,534−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,327−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −8,546−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,144−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,454−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −6,868−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −5,257−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −4,865−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |