| J.Safra Asset Management Corp | 50 | $3.80K | 0.00% | +50 | New |
| Sofos Investments, Inc. | 50 | $3.80K | 0.00% | +50 | New |
| Howard Hughes Medical Institute | 49 | $3.73K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 48 | $3.65K | 0.00% | +48 | New |
| Millstone Evans Group, LLC | 48 | $3.65K | 0.00% | +48 | New |
| Country Trust Bank | 46 | $3.50K | 0.00% | +46 | New |
| Colonial Trust Co | 45 | $3.42K | 0.00% | +37+462.5% | Added |
| Cape Investment Advisory, Inc. | 44 | $3.34K | 0.00% | −29−39.7% | Reduced |
| Thompson Investment Management, Inc. | 38 | $2.89K | 0.00% | +38 | New |
| Boreal Capital Management LLC | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 36 | $2.74K | 0.00% | +34+1,700.0% | Added |
| JPL Wealth Management, LLC | 35 | $2.66K | 0.00% | +35 | New |
| TFC Financial Management | 33 | $2.51K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 409 | $2.21K | 0.00% | +380+1,310.3% | Added |
| Cornerstone Planning Group LLC | 28 | $2.18K | 0.00% | +9+47.4% | Added |
| Manchester Capital Management LLC | 27 | $2.05K | 0.00% | −152−84.9% | Reduced |
| Aviso Financial Inc. | 27 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Kilter Group LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 23 | $1.75K | 0.00% | +23 | New |
| Brown, Lisle/Cummings, Inc. | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 21 | $1.60K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.50K | 0.00% | −1−4.5% | Reduced |
| Sachetta, LLC | 19 | $1.45K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 16 | $1.22K | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.06K | 0.00% | +3+27.3% | Added |
| Clark Wealth Partners | 14 | $1.01K | 0.00% | +3+27.3% | Added |
| Highline Wealth Partners LLC | 13 | $988 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 13 | $978 | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 12 | $913 | 0.00% | +9+300.0% | Added |
| S&T Bank | 12 | $912 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 11 | $837 | 0.00% | +11 | New |
| Rise Advisors, LLC | 10 | $760 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $760 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $760 | 0.00% | +3+42.9% | Added |
| WestEnd Advisors, LLC | 10 | $760 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $684 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $539 | 0.00% | +7 | New |
| Bullock Wealth Management Group | 7 | $530 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $457 | 0.00% | +6 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $456 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 5 | $387 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $381 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $380 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 3 | $229 | 0.00% | −47−94.0% | Reduced |
| High Note Wealth, LLC | 2 | $152 | 0.00% | −140−98.6% | Reduced |
| Imprint Wealth LLC | 2 | $152 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 1 | $77 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 0 | $32 | 0.00% | 0 | New |
| Winthrop Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 0 | $0 | 0.00% | −14,309−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −966,257−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −936,418−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −931,841−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −66,297−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −61,486−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −57,835−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −52,406−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −39,144−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −27,508−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −23,125−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,835−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,333−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −9,377−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −6,579−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −6,486−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −6,089−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,855−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −5,138−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −3,881−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,826−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,301−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −1,438−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Investment Management Corp | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |