| Financial Connections Group, Inc. | 56 | $3.00K | 0.00% | +56 | New |
| Investment Management Corp | 12 | $2.92K | 0.00% | −52−81.3% | Reduced |
| Binnacle Investments Inc | 12 | $2.92K | 0.00% | +12 | New |
| Atwood & Palmer Inc | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $2.44K | 0.00% | +7+233.3% | Added |
| Concord Wealth Partners | 9 | $2.19K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 8 | $1.78K | 0.00% | +3+60.0% | Added |
| PayPay Securities Corp | 7 | $1.75K | 0.10% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.47K | 0.00% | +6 | New |
| Core Alternative Capital | 6 | $1.46K | 0.00% | −12−66.7% | Reduced |
| TFC Financial Management | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.46K | 0.00% | +6 | New |
| Continuum Advisory, LLC | 5 | $1.22K | 0.00% | −7−58.3% | Reduced |
| Kiker Wealth Management, LLC | 5 | $1.22K | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $976 | 0.00% | −80−95.2% | Reduced |
| NVWM, LLC | 4 | $975 | 0.00% | −1−20.0% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $975 | 0.00% | −1−20.0% | Reduced |
| GoalVest Advisory LLC | 4 | $975 | 0.00% | +4 | New |
| Main Street Group, LTD | 3 | $732 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $732 | 0.00% | +3 | New |
| Richardson Financial Services Inc. | 3 | $731 | 0.00% | −1−25.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3 | $731 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $731 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 2 | $488 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 2 | $488 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $488 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $423 | 0.00% | +2 | New |
| Kessler Investment Group, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $244 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −294,789−100.0% | Sold out |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −241,475−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −150,306−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −95,456−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −43,441−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −42,110−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −34,578−100.0% | Sold out |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −33,700−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −29,067−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −21,561−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −19,768−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −17,578−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −17,208−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −15,143−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −14,246−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −13,102−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −12,891−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −11,944−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −11,887−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,735−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −8,766−100.0% | Sold out |
| WT Wealth Management | 0 | $0 | 0.00% | −8,714−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −8,107−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −6,854−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −6,458−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −5,758−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −5,097−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −4,098−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −4,007−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| MWA Asset Management | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| W.H. Cornerstone Investments Inc. | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Persium Advisors, LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Cresta Advisors, Ltd. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |