| Noble Wealth Management PBC | 120 | $7.72K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 100 | $7.68K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 116 | $7.46K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 115 | $7.40K | 0.00% | +66+134.7% | Added |
| Rakuten Securities, Inc. | 114 | $7.33K | 0.00% | −91−44.4% | Reduced |
| Bare Financial Services, Inc | 114 | $7.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 112 | $7.21K | 0.00% | +112 | New |
| Rothschild Investment LLC | 112 | $7.20K | 0.00% | −13−10.4% | Reduced |
| Kemnay Advisory Services Inc. | 107 | $6.88K | 0.00% | +107 | New |
| Bell Investment Advisors, Inc | 104 | $6.69K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 104 | $6.69K | 0.00% | +104 | New |
| McIlrath & Eck, LLC | 101 | $6.48K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $6.43K | 0.00% | +100 | New |
| Howard Hughes Medical Institute | 96 | $6.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 93 | $5.98K | 0.00% | +37+66.1% | Added |
| Roxbury Financial LLC | 90 | $5.77K | 0.01% | +68+309.1% | Added |
| True Wealth Design, LLC | 86 | $5.55K | 0.00% | +2+2.4% | Added |
| Flagship Harbor Advisors, LLC | 80 | $5.14K | 0.00% | −13,235−99.4% | Reduced |
| EFG International AG | 80 | $5.14K | 0.00% | +80 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 78 | $5.02K | 0.00% | −10−11.4% | Reduced |
| Cornerstone Planning Group LLC | 65 | $4.91K | 0.00% | +12+22.6% | Added |
| Thompson Investment Management, Inc. | 72 | $4.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 65 | $4.18K | 0.00% | −14−17.7% | Reduced |
| First United Bank Trust | 64 | $4.12K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 63 | $4.05K | 0.00% | +63 | New |
| Caldwell Sutter Capital, Inc. | 60 | $3.86K | 0.00% | −36−37.5% | Reduced |
| Cromwell Holdings LLC | 60 | $3.86K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 57 | $3.67K | 0.00% | +17+42.5% | Added |
| Osbon Capital Management LLC | 52 | $3.34K | 0.00% | +52 | New |
| Ankerstar Wealth, LLC | 52 | $3.34K | 0.00% | +52 | New |
| Grove Bank & Trust | 50 | $3.22K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 48 | $3.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 49 | $3.00K | 0.00% | −10−16.9% | Reduced |
| Avion Wealth | 53 | $3.00K | 0.00% | −7−11.7% | Reduced |
| Capital Advisors, Ltd. LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 45 | $2.89K | 0.00% | +8+21.6% | Added |
| South State Corp. | 44 | $2.83K | 0.00% | −44−50.0% | Reduced |
| Parkside Financial Bank & Trust | 44 | $2.83K | 0.00% | +37+528.6% | Added |
| Triumph Capital Management | 44 | $2.83K | 0.00% | +44 | New |
| Cornerstone Financial Management LLC | 41 | $2.64K | 0.00% | +41 | New |
| Torren Management, LLC | 36 | $2.34K | 0.00% | +36 | New |
| Investment Counsel Co of Nevada | 36 | $2.32K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 36 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $2.25K | 0.00% | +26+288.9% | Added |
| Strive Financial Group ,LLC | 33 | $2.12K | 0.00% | +33 | New |
| Essential Partners LLC | 30 | $1.93K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 26 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $1.61K | 0.00% | −7−21.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $1.61K | 0.00% | −1−3.8% | Reduced |
| Morse Asset Management, Inc | 25 | $1.61K | 0.00% | +25 | New |
| Investors Portfolio Services LLC | 24 | $1.55K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 24 | $1.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $1.35K | 0.00% | −1−4.5% | Reduced |
| Financial Management Professionals, Inc. | 20 | $1.29K | 0.00% | −12−37.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.29K | 0.00% | +20 | New |
| Montag A & Associates Inc | 19 | $1.22K | 0.00% | −10−34.5% | Reduced |
| SJS Investment Consulting Inc. | 18 | $1.16K | 0.00% | +10+125.0% | Added |
| Quaker Wealth Management, LLC | 16 | $1.03K | 0.00% | +4+33.3% | Added |
| Optima Capital LLC | 16 | $1.03K | 0.00% | +16 | New |
| Ogorek Anthony Joseph | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $965 | 0.00% | +5+50.0% | Added |
| American Capital Advisory, LLC | 13 | $837 | 0.00% | +2+18.2% | Added |
| Atlantic Private Wealth, LLC | 12 | $773 | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 12 | $772 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11 | $707 | 0.00% | −8−42.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 10 | $643 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $579 | 0.00% | +9 | New |
| High Note Wealth, LLC | 8 | $514 | 0.00% | +4+100.0% | Added |
| North Star Investment Management Corp. | 8 | $514 | 0.00% | +8 | New |
| Fideuram Asset Management (Ireland) dac | 6 | $386 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 4 | $258 | 0.00% | −32−88.9% | Reduced |
| TFC Financial Management | 4 | $258 | 0.00% | −14−77.8% | Reduced |
| MV Capital Management, Inc. | 4 | $258 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $258 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $257 | 0.00% | −4−50.0% | Reduced |
| Davis Capital Management | 4 | $257 | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $193 | 0.00% | −3−50.0% | Reduced |
| Dogwood Wealth Management LLC | 3 | $193 | 0.00% | +3 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 74,748 | – | – | +1,700+2.3% | Added |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −4,922,936−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −918,648−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −117,225−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −114,951−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −77,749−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −70,197−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −68,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −58,847−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −54,477−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −50,472−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −45,472−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −18,057−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −36,330−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −29,752−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −21,453−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −20,150−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |
