| Truvestments Capital LLC | 51 | $19.8K | 0.01% | −43−45.7% | Reduced |
| Morton Brown Family Wealth, LLC | 51 | $19.7K | 0.01% | +51 | New |
| Cambridge Trust Co | 50 | $19.3K | 0.00% | −41−45.1% | Reduced |
| Arlington Partners LLC | 50 | $19.3K | 0.01% | +25+100.0% | Added |
| Cetera Trust Company, N.A | 50 | $19.3K | 0.01% | +50 | New |
| Albion Financial Group | 45 | $17.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 43 | $16.6K | 0.01% | +43 | New |
| Hillsdale Investment Management Inc. | 43 | $16.6K | 0.00% | −170−79.8% | Reduced |
| Scarborough Advisors, LLC | 43 | $16.6K | 0.00% | +43 | New |
| Aspect Partners, LLC | 41 | $15.8K | 0.01% | +41 | New |
| Bourgeon Capital Management LLC | 40 | $15.4K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 38 | $14.8K | 0.00% | −4−9.5% | Reduced |
| Spotlight Asset Group, Inc. | 42 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $13.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $13.5K | 0.00% | +35 | New |
| First Community Trust NA | 34 | $13.1K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 33 | $12.7K | 0.00% | −22,198−99.9% | Reduced |
| Versant Capital Management, Inc | 32 | $12.3K | 0.00% | −206−86.6% | Reduced |
| Tucker Asset Management LLC | 32 | $12.3K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 31 | $12.0K | 0.01% | +31 | New |
| DT Investment Partners, LLC | 30 | $11.6K | 0.00% | +30 | New |
| ClariVest Asset Management LLC | 30 | $11.6K | 0.00% | +1+3.4% | Added |
| Transcendent Capital Group LLC | 30 | $11.6K | 0.01% | +30 | New |
| Cornerstone Planning Group LLC | 29 | $11.2K | 0.00% | −29−50.0% | Reduced |
| Center for Financial Planning, Inc. | 28 | $10.8K | 0.00% | +5+21.7% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 27 | $10.4K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 25 | $9.64K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 25 | $9.48K | 0.01% | +25 | New |
| Valued Wealth Advisors LLC | 29 | $9.47K | 0.01% | +29 | New |
| Red Tortoise LLC | 23 | $8.87K | 0.01% | +10+76.9% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $8.87K | 0.00% | +23 | New |
| First Financial Corp | 23 | $8.87K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $7.78K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $7.72K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 20 | $7.72K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $7.71K | 0.01% | −161−89.0% | Reduced |
| Frank, Rimerman Advisors LLC | 20 | $7.71K | 0.00% | +20 | New |
| Disciplined Equity Management, Inc. | 19 | $7.33K | 0.01% | +19 | New |
| Northwest Financial Advisors | 19 | $7.33K | 0.01% | +19 | New |
| PayPay Securities Corp | 18 | $6.98K | 0.34% | −11−37.9% | Reduced |
| Kapitalo Investimentos Ltda | 16 | $6.17K | 0.00% | +16 | New |
| First PREMIER Bank | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 15 | $5.82K | 0.00% | −301−95.3% | Reduced |
| Piscataqua Savings Bank | 15 | $5.79K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 12 | $4.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $4.61K | 0.00% | +12 | New |
| J.Safra Asset Management Corp | 11 | $4.24K | 0.00% | +11 | New |
| Silicon Valley Capital Partners | 11 | $4.07K | 0.00% | +1+10.0% | Added |
| Pflug Koory, LLC | 10 | $3.86K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $3.86K | 0.00% | +10 | New |
| Carolina Wealth Advisors, LLC | 10 | $3.86K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 8 | $3.26K | 0.00% | −19−70.4% | Reduced |
| Legend Financial Advisors, Inc. | 8 | $3.09K | 0.00% | +8 | New |
| HBC Financial Services, PLLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $2.70K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $2.70K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6 | $2.31K | 0.00% | −47−88.7% | Reduced |
| Logan Capital Management Inc | 6 | $2.31K | 0.00% | −5−45.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 3 | $1.16K | 0.00% | −11−78.6% | Reduced |
| Tfo-TDC, LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $849 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2 | $772 | 0.00% | −7−77.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1 | $386 | 0.00% | +1 | New |
| Ibex Wealth Advisors | 1 | $225 | 0.05% | −802−99.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $24 | 0.00% | 0 | New |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −250,840−100.0% | Sold out |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −98,433−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −92,241−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −53,868−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −38,835−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −35,913−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −29,421−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −27,371−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −24,664−100.0% | Sold out |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −21,059−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,287−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −11,401−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −10,321−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −8,715−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Q Capital Solutions | 0 | $0 | 0.00% | −7,825−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −7,746−100.0% | Sold out |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −7,060−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,722−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −5,640−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −4,943−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,716−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
