| High Note Wealth, LLC | 60 | $8.99K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 56 | $8.25K | 0.00% | +56 | New |
| GW&K Investment Management, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 52 | $7.79K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 51 | $7.59K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $7.49K | 0.00% | −802−94.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50 | $7.49K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $7.49K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $7.49K | 0.01% | +15+42.9% | Added |
| Hazlett, Burt & Watson, Inc. | 44 | $7.00K | 0.00% | +44 | New |
| RMG Wealth Management LLC | 41 | $6.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $5.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $5.84K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 39 | $5.84K | 0.00% | +37+1,850.0% | Added |
| Sachetta, LLC | 38 | $5.70K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 37 | $5.54K | 0.00% | +2+5.7% | Added |
| Private Wealth Management Group, LLC | 35 | $5.25K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 34 | $5.10K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 34 | $5.09K | 0.00% | +2+6.3% | Added |
| Creekmur Asset Management LLC | 33 | $5.00K | 0.00% | +17+106.3% | Added |
| Cetera Trust Company, N.A | 32 | $4.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $4.80K | 0.00% | +8+33.3% | Added |
| Meeder Asset Management Inc | 30 | $4.50K | 0.00% | +3+11.1% | Added |
| Caitong International Asset Management Co., Ltd | 30 | $4.50K | 0.00% | +6+25.0% | Added |
| Fortitude Family Office, LLC | 29 | $4.35K | 0.00% | +5+20.8% | Added |
| Addison Advisors LLC | 29 | $4.35K | 0.00% | +29 | New |
| Westfuller Advisors, LLC | 29 | $4.35K | 0.00% | +29 | New |
| AdvisorNet Financial, Inc | 27 | $4.05K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 26 | $3.90K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 25 | $3.75K | 0.00% | +25 | New |
| Red Tortoise LLC | 22 | $3.30K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 19 | $2.85K | 0.00% | −185−90.7% | Reduced |
| Marquette Asset Management, LLC | 18 | $2.70K | 0.00% | +18 | New |
| Quarry LP | 15 | $2.25K | 0.00% | −575−97.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $2.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $2.00K | 0.00% | +7+87.5% | Added |
| Cloud Capital Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 13 | $1.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $1.95K | 0.00% | +6+85.7% | Added |
| CBIZ Investment Advisory Services, LLC | 12 | $1.80K | 0.00% | +4+50.0% | Added |
| UMA Financial Services, Inc. | 11 | $1.65K | 0.00% | +4+57.1% | Added |
| Dunhill Financial, LLC | 11 | $1.60K | 0.00% | +1+10.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $1.50K | 0.00% | +5+100.0% | Added |
| SJS Investment Consulting Inc. | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $1.20K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 8 | $1.20K | 0.00% | +2+33.3% | Added |
| Rialto Wealth Management, LLC | 7 | $1.05K | 0.00% | +2+40.0% | Added |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $899 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $899 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $899 | 0.00% | +1+20.0% | Added |
| Quaker Wealth Management, LLC | 4 | $600 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $600 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $600 | 0.00% | +4 | New |
| Rise Advisors, LLC | 4 | $599 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $599 | 0.00% | +1+33.3% | Added |
| Bogart Wealth, LLC | 4 | $599 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $451 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $450 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $450 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 3 | $450 | 0.00% | +3 | New |
| Avalon Trust Co | 3 | $450 | 0.00% | +3 | New |
| Scarborough Advisors, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $300 | 0.00% | +2 | New |
| NVWM, LLC | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $19 | 0.00% | 0 | Unchanged |
| Penserra Capital Management LLC | 6 | $0 | 0.00% | −6−50.0% | Reduced |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −307,966−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −55,844−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −44,993−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −40,545−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,702−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −19,670−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −17,328−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −16,106−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,907−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −13,595−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,356−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,082−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,583−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −6,559−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,096−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −5,515−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,345−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,798−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |