| Maseco LLP | 24 | $4.73K | 0.00% | 00.0% | Unchanged |
| Trust Co | 23 | $4.54K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 23 | $4.54K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 22 | $4.34K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $4.34K | 0.00% | +4+22.2% | Added |
| Avion Wealth | 21 | $4.00K | 0.00% | −9−30.0% | Reduced |
| Entrust Financial LLC | 20 | $3.95K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $3.95K | 0.00% | +20 | New |
| MBM Wealth Consultants, LLC | 20 | $3.94K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $3.75K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 18 | $3.55K | 0.00% | −142−88.8% | Reduced |
| Bullock Wealth Management Group | 17 | $3.39K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $2.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.76K | 0.00% | +3+27.3% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $2.76K | 0.00% | +2+16.7% | Added |
| Center for Financial Planning, Inc. | 13 | $2.56K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $2.37K | 0.00% | −1−7.7% | Reduced |
| Red Tortoise LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $1.97K | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.97K | 0.00% | −29−74.4% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 10 | $1.97K | 0.00% | +1+11.1% | Added |
| South State Corp. | 9 | $1.78K | 0.00% | −17−65.4% | Reduced |
| Golden State Wealth Management, LLC | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $1.58K | 0.00% | +2+33.3% | Added |
| Seneschal Advisors, LLC | 7 | $1.38K | 0.00% | −1−12.5% | Reduced |
| Clayton Financial Group LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.35K | 0.00% | +1+20.0% | Added |
| Wall Street Financial Group, Inc. | 6 | $1.18K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $1.18K | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trium Capital LLP | 5 | $986 | 0.00% | −9,495−99.9% | Reduced |
| NVWM, LLC | 5 | $986 | 0.00% | −1−16.7% | Reduced |
| HFM Investment Advisors, LLC | 5 | $986 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $986 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $986 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 4 | $789 | 0.00% | −48−92.3% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $789 | 0.00% | −2−33.3% | Reduced |
| AdvisorNet Financial, Inc | 4 | $789 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $789 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4 | $789 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $789 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4 | $789 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $789 | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 4 | $789 | 0.00% | +4 | New |
| PayPay Securities Corp | 4 | $767 | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $592 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2 | $395 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $318 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $201 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $197 | 0.00% | −114−99.1% | Reduced |
| MidFirst Bank | 1 | $197 | 0.00% | −6−85.7% | Reduced |
| IMA Wealth, Inc. | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $197 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $197 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $197 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −443,731−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −325,100−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −235,504−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −204,250−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −117,500−100.0% | Sold out |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −115,600−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −91,584−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −83,150−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −78,761−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −68,000−100.0% | Sold out |
| Riposte Capital LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −61,500−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −54,538−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −41,424−100.0% | Sold out |
| Plustick Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −38,077−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −36,217−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −35,214−100.0% | Sold out |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −28,265−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,221−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −25,242−100.0% | Sold out |
| Loup Funds, LLC | 0 | $0 | 0.00% | −25,126−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −22,632−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −20,303−100.0% | Sold out |