| Pacific Center for Financial Services | 33 | $7.78K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 32 | $7.59K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $7.07K | 0.00% | −4−11.8% | Reduced |
| Hager Investment Management Services, LLC | 30 | $7.07K | 0.00% | 00.0% | Unchanged |
| Collier Financial | 30 | $7.07K | 0.01% | +30 | New |
| United Community Bank | 30 | $7.07K | 0.00% | +30 | New |
| Strengthening Families & Communities, LLC | 29 | $7.03K | 0.00% | −1−3.3% | Reduced |
| Cloud Capital Management, LLC | 33 | $7.00K | 0.00% | +33 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $6.94K | 0.01% | −529−95.0% | Reduced |
| Copia Wealth Management | 29 | $6.84K | 0.01% | +29 | New |
| American Capital Advisory, LLC | 28 | $6.60K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 28 | $6.60K | 0.00% | +2+7.7% | Added |
| Park Place Capital Corp | 27 | $6.37K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 27 | $6.37K | 0.00% | +3+12.5% | Added |
| Heritage Wealth Advisors | 26 | $6.13K | 0.00% | −1−3.7% | Reduced |
| Hughes Financial Services, LLC | 24 | $6.09K | 0.00% | +6+33.3% | Added |
| MPWM Advisory Solutions, LLC | 25 | $5.89K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 25 | $5.89K | 0.00% | +25 | New |
| Halbert Hargrove Global Advisors, LLC | 24 | $5.66K | 0.00% | +24 | New |
| LGT Financial Advisors LLC | 24 | $5.66K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $5.47K | 0.00% | +3+15.0% | Added |
| Raffa Wealth Management, LLC | 23 | $5.42K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 23 | $5.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $4.95K | 0.00% | −4−16.0% | Reduced |
| Aspect Partners, LLC | 20 | $4.72K | 0.00% | +7+53.8% | Added |
| Marquette Asset Management, LLC | 20 | $4.72K | 0.00% | +20 | New |
| Creative Capital Management Investments LLC | 20 | $4.72K | 0.00% | −21−51.2% | Reduced |
| Rocky Mountain Advisers, LLC | 19 | $4.48K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $4.40K | 0.00% | −46−71.9% | Reduced |
| FSA Wealth Management LLC | 18 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $4.01K | 0.00% | +1+6.3% | Added |
| Main Street Group, LTD | 16 | $3.79K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 15 | $3.54K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 15 | $3.54K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 15 | $3.54K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 15 | $3.53K | 0.00% | −80−84.2% | Reduced |
| Principia Wealth Advisory, LLC | 14 | $3.30K | 0.00% | +3+27.3% | Added |
| Mma Asset Management LLC | 14 | $3.30K | 0.00% | +14 | New |
| Dogwood Wealth Management LLC | 13 | $3.10K | 0.00% | −8−38.1% | Reduced |
| Friedenthal Financial | 12 | $2.83K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 12 | $2.83K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 12 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $2.61K | 0.00% | +3+37.5% | Added |
| Winnow Wealth LLC | 11 | $2.60K | 0.00% | +11 | New |
| Wealth Preservation Advisors, LLC | 11 | $2.59K | 0.00% | −2−15.4% | Reduced |
| WFA of San Diego, LLC | 11 | $2.59K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $2.59K | 0.00% | +2+22.2% | Added |
| Rialto Wealth Management, LLC | 11 | $2.59K | 0.00% | +3+37.5% | Added |
| HighMark Wealth Management LLC | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $2.37K | 0.00% | −7−41.2% | Reduced |
| Atwood & Palmer Inc | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $2.36K | 0.00% | +4+66.7% | Added |
| Chesapeake Asset Management LLC | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 9 | $2.05K | 0.00% | +1+12.5% | Added |
| Stephens Consulting, LLC | 8 | $1.91K | 0.00% | −34−81.0% | Reduced |
| Global Trust Asset Management, LLC | 8 | $1.82K | 0.00% | −45−84.9% | Reduced |
| Texas Capital Bancshares Inc | 7 | $1.65K | 0.00% | +7 | New |
| Core Alternative Capital | 6 | $1.42K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 6 | $1.42K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.42K | 0.00% | +1+20.0% | Added |
| PayPay Securities Corp | 5 | $1.28K | 0.05% | −4−44.4% | Reduced |
| Caitlin John, LLC | 5 | $1.19K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.18K | 0.00% | +2+66.7% | Added |
| Guerra Advisors Inc | 5 | $1.18K | 0.00% | +5 | New |
| Mountain Hill Investment Partners Corp. | 5 | $1.18K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $1.11K | 0.00% | −2−28.6% | Reduced |
| Avalon Trust Co | 4 | $944 | 0.00% | −796−99.5% | Reduced |
| Trifecta Capital Advisors, LLC | 4 | $944 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $944 | 0.00% | +4 | New |
| Islay Capital Management, LLC | 4 | $943 | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 3 | $719 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $708 | 0.00% | +2+200.0% | Added |
| TFC Financial Management | 3 | $708 | 0.00% | +3 | New |
| ESL Trust Services, LLC | 3 | $707 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 2 | $472 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $472 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 1 | $236 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −510,981−100.0% | Sold out |
| Compass Capital Management, Inc | 0 | $0 | 0.00% | −238,749−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −218,251−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −173,179−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −128,500−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −75,700−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −65,081−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −51,516−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −44,877−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −44,618−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| BLI - Banque de Luxembourg Investments | 0 | $0 | 0.00% | −28,190−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −21,311−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −20,376−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −19,501−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −16,810−100.0% | Sold out |
| R.H. Investment Group, LLC | 0 | $0 | 0.00% | −16,566−100.0% | Sold out |