| Bruce G. Allen Investments, LLC | 103 | $4.25K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 92 | $3.80K | 0.00% | −575−86.2% | Reduced |
| CVA Family Office, LLC | 84 | $3.47K | 0.00% | +72+600.0% | Added |
| Wealth Preservation Advisors, LLC | 80 | $3.30K | 0.00% | +80 | New |
| Manchester Capital Management LLC | 79 | $3.26K | 0.00% | +9+12.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 78 | $3.22K | 0.00% | +71+1,014.3% | Added |
| Cornerstone Planning Group LLC | 58 | $2.87K | 0.00% | −38−39.6% | Reduced |
| Marquette Asset Management, LLC | 68 | $2.81K | 0.00% | +68 | New |
| Caitlin John, LLC | 63 | $2.60K | 0.00% | +1+1.6% | Added |
| TD Private Client Wealth LLC | 62 | $2.56K | 0.00% | −1,297−95.4% | Reduced |
| Rakuten Securities, Inc. | 58 | $2.39K | 0.00% | +57+5,700.0% | Added |
| WealthCollab, LLC | 57 | $2.35K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $2.27K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 55 | $2.27K | 0.00% | +55 | New |
| Twin Peaks Wealth Advisors, LLC | 52 | $2.15K | 0.00% | +52 | New |
| Armstrong Advisory Group, Inc | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 30 | $1.98K | 0.00% | +30 | New |
| Hollencrest Capital Management | 39 | $1.60K | 0.00% | +1+2.6% | Added |
| DiNuzzo Private Wealth, Inc. | 38 | $1.57K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 37 | $1.55K | 0.00% | −226−85.9% | Reduced |
| Brown Brothers Harriman & Co | 37 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $1.49K | 0.00% | +1+2.9% | Added |
| Dunhill Financial, LLC | 35 | $1.45K | 0.00% | +32+1,066.7% | Added |
| Golden State Equity Partners | 35 | $1.44K | 0.00% | +35 | New |
| Whipplewood Advisors, LLC | 33 | $1.36K | 0.00% | +33 | New |
| South State Corp. | 27 | $1.11K | 0.00% | −5−15.6% | Reduced |
| SHP Wealth Management | 22 | $908 | 0.00% | −27−55.1% | Reduced |
| Colonial Trust Advisors | 20 | $825 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 20 | $825 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 20 | $825 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 19 | $778 | 0.00% | −212−91.8% | Reduced |
| Bell Investment Advisors, Inc | 18 | $743 | 0.00% | −12−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $743 | 0.00% | +3+20.0% | Added |
| Horizon Investments, LLC | 18 | $743 | 0.00% | +18 | New |
| Bare Financial Services, Inc | 15 | $619 | 0.00% | −59−79.7% | Reduced |
| Cromwell Holdings LLC | 15 | $619 | 0.00% | −13−46.4% | Reduced |
| Hilton Head Capital Partners, LLC | 15 | $619 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 14 | $578 | 0.00% | +14 | New |
| Rachor Investment Advisory Services, LLC | 13 | $554 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $537 | 0.00% | +3+30.0% | Added |
| Financial Consulate, Inc | 13 | $537 | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 13 | $536 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 12 | $496 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $495 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $454 | 0.00% | +1+10.0% | Added |
| Rialto Wealth Management, LLC | 10 | $413 | 0.00% | −17−63.0% | Reduced |
| Kilter Group LLC | 10 | $413 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $371 | 0.00% | −44−83.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 6 | $248 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $207 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $207 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $206 | 0.00% | −3−37.5% | Reduced |
| CoreCap Advisors, LLC | 5 | $206 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 4 | $165 | 0.00% | −32−88.9% | Reduced |
| Alerus Financial NA | 3 | $124 | 0.00% | −445−99.3% | Reduced |
| American Capital Advisory, LLC | 3 | $124 | 0.00% | −5−62.5% | Reduced |
| AdvisorNet Financial, Inc | 3 | $124 | 0.00% | +2+200.0% | Added |
| Quaker Wealth Management, LLC | 2 | $83 | 0.00% | −3−60.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $83 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $42 | 0.00% | −1−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +2+100.0% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −3,972,352−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −3,812,615−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −984,103−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −975,795−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −255,400−100.0% | Sold out |
| VR Advisory Services Ltd | 0 | $0 | 0.00% | −108,747−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −88,175−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −62,809−100.0% | Sold out |
| SWP Investment Management LLC | 0 | $0 | 0.00% | −59,996−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −55,962−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −50,787−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −44,529−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −43,719−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −40,617−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −40,004−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −36,813−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −35,234−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −31,124−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −30,578−100.0% | Sold out |
| Brian Low Financial Group, LLC | 0 | $0 | 0.00% | −29,763−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −29,603−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −25,725−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −23,266−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −21,378−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −18,682−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,126−100.0% | Sold out |
| American Alpha Advisors, LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −15,723−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,006−100.0% | Sold out |
| Arena Capital Advisors, LLC- CA | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −14,365−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −13,349−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −13,098−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −11,178−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,019−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −10,646−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 0 | $0 | 0.00% | −10,607−100.0% | Sold out |
