| Caitlin John, LLC | 50 | $5.22K | 0.00% | +50 | New |
| Allianz SE | 48 | $5.01K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $5.01K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 48 | $5.00K | 0.00% | +48 | New |
| Central Trust Co | 46 | $4.80K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 45 | $4.70K | 0.00% | +15+50.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 45 | $4.70K | 0.00% | +45 | New |
| Ridgewood Investments LLC | 41 | $4.28K | 0.00% | +41 | New |
| Glen Eagle Advisors, LLC | 39 | $4.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $3.80K | 0.00% | +17+121.4% | Added |
| Prestige Wealth Management Group LLC | 36 | $3.76K | 0.00% | +2+5.9% | Added |
| Financial Network Wealth Advisors LLC | 35 | $3.65K | 0.00% | +35 | New |
| Private Wealth Management Group, LLC | 34 | $3.55K | 0.00% | −16−32.0% | Reduced |
| Zions Bancorporation, N.A. | 32 | $3.34K | 0.00% | −6−15.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 32 | $3.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $3.24K | 0.00% | −11−26.2% | Reduced |
| Pittenger & Anderson Inc | 30 | $3.13K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $3.13K | 0.00% | +4+15.4% | Added |
| Abich Financial Wealth Management LLC | 30 | $3.13K | 0.00% | +27+900.0% | Added |
| Fairscale Capital, LLC | 24 | $3.01K | 0.00% | +24 | New |
| Belmont Capital, LLC | 28 | $2.92K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 28 | $2.92K | 0.00% | +28 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.82K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $2.71K | 0.00% | −14−35.0% | Reduced |
| Abound Wealth Management | 26 | $2.71K | 0.00% | −4−13.3% | Reduced |
| Bell Investment Advisors, Inc | 26 | $2.71K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $2.61K | 0.00% | +13+108.3% | Added |
| Westside Investment Management, Inc. | 25 | $2.61K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 22 | $2.30K | 0.00% | −14−38.9% | Reduced |
| Montag A & Associates Inc | 20 | $2.08K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 21 | $2.00K | 0.00% | +15+250.0% | Added |
| Dunhill Financial, LLC | 18 | $1.87K | 0.00% | +4+28.6% | Added |
| Key Financial Inc | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 16 | $1.67K | 0.00% | +16 | New |
| Toth Financial Advisory Corp | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $1.57K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 13 | $1.50K | 0.00% | −2−13.3% | Reduced |
| Colonial Trust Advisors | 14 | $1.46K | 0.00% | −2−12.5% | Reduced |
| NVWM, LLC | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 13 | $1.36K | 0.00% | +13 | New |
| SOA Wealth Advisors, LLC. | 12 | $1.25K | 0.00% | −220−94.8% | Reduced |
| RFP Financial Group LLC | 12 | $1.25K | 0.00% | −2−14.3% | Reduced |
| Signature Resources Capital Management, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $1.15K | 0.10% | +1+10.0% | Added |
| SWAN Capital LLC | 11 | $1.15K | 0.00% | +11 | New |
| USA Financial Portformulas Corp | 10 | $1.04K | 0.00% | −105−91.3% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.04K | 0.00% | +5+100.0% | Added |
| Pin Oak Investment Advisors Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | −5−27.8% | Reduced |
| Avion Wealth | 17 | $1.00K | 0.00% | +9+112.5% | Added |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8 | $835 | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 7 | $731 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $731 | 0.00% | +3+75.0% | Added |
| Tucker Asset Management LLC | 7 | $731 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $627 | 0.00% | +1+20.0% | Added |
| Gen-Wealth Partners Inc | 6 | $626 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $522 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $522 | 0.00% | −1−16.7% | Reduced |
| Gradient Investments LLC | 5 | $522 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $522 | 0.00% | +5 | New |
| Core Alternative Capital | 4 | $418 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $314 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $313 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $312 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $209 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $209 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 4 | $0 | 0.00% | +4 | New |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −330,758−100.0% | Sold out |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 0 | $0 | 0.00% | −243,777−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −124,352−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −52,815−100.0% | Sold out |
| Bender Robert & Associates | 0 | $0 | 0.00% | −45,990−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −36,294−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −32,968−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −32,818−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −32,535−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −30,807−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −30,665−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −30,435−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,988−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −28,803−100.0% | Sold out |
| Czech National Bank | 0 | $0 | 0.00% | −27,941−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −23,344−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −22,546−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,368−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −20,677−100.0% | Sold out |
| Windward Capital Management Co | 0 | $0 | 0.00% | −18,764−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −18,073−100.0% | Sold out |
| Sector Gamma AS | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −12,406−100.0% | Sold out |