| Avion Wealth | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 43 | $4.94K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 43 | $4.94K | 0.00% | +31+258.3% | Added |
| Private Wealth Management Group, LLC | 42 | $4.82K | 0.00% | −28−40.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 41 | $4.71K | 0.00% | −47−53.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $4.61K | 0.01% | −6−13.0% | Reduced |
| Northwest Capital Management Inc | 37 | $4.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $3.90K | 0.00% | +3+9.7% | Added |
| BOK Financial Private Wealth, Inc. | 32 | $3.67K | 0.00% | −43−57.3% | Reduced |
| Kiker Wealth Management, LLC | 32 | $3.67K | 0.00% | +32 | New |
| CoreCap Advisors, LLC | 31 | $3.56K | 0.00% | +31 | New |
| Carolina Wealth Advisors, LLC | 30 | $3.44K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 30 | $3.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $3.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.98K | 0.00% | −4−13.3% | Reduced |
| Evermay Wealth Management LLC | 25 | $2.87K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $2.87K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 25 | $2.87K | 0.00% | +25 | New |
| Hughes Financial Services, LLC | 24 | $2.75K | 0.00% | +24 | New |
| ORG Partners LLC | 24 | $2.75K | 0.00% | +23+2,300.0% | Added |
| Estabrook Capital Management | 23 | $2.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $2.47K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $2.41K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 21 | $2.41K | 0.00% | +21 | New |
| Activest Wealth Management | 20 | $2.30K | 0.00% | −21−51.2% | Reduced |
| Bellevue Asset Management, LLC | 20 | $2.29K | 0.00% | +2+11.1% | Added |
| Dogwood Wealth Management LLC | 19 | $2.18K | 0.00% | +19 | New |
| Capital Advisors, Ltd. LLC | 20 | $2.00K | 0.00% | +11+122.2% | Added |
| Hantz Financial Services, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 17 | $1.95K | 0.00% | +17 | New |
| New Millennium Group LLC | 17 | $1.95K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $1.84K | 0.00% | +4+33.3% | Added |
| NVWM, LLC | 16 | $1.84K | 0.00% | +16 | New |
| High Note Wealth, LLC | 16 | $1.84K | 0.00% | +16 | New |
| WealthTrak Capital Management LLC | 15 | $1.72K | 0.00% | +15 | New |
| Comprehensive Financial Planning, Inc. | 15 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $1.61K | 0.00% | −12−46.2% | Reduced |
| Ancora Advisors, LLC | 14 | $1.55K | 0.00% | +3+27.3% | Added |
| Principia Wealth Advisory, LLC | 14 | $1.52K | 0.00% | +9+180.0% | Added |
| Clark Wealth Partners | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 12 | $1.38K | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10 | $1.15K | 0.00% | +10 | New |
| Chesapeake Asset Management LLC | 10 | $1.15K | 0.00% | +10 | New |
| TFC Financial Management | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 8 | $918 | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 8 | $918 | 0.00% | +8 | New |
| Winnow Wealth LLC | 7 | $776 | 0.00% | +2+40.0% | Added |
| Blume Capital Management, Inc. | 6 | $689 | 0.00% | +6 | New |
| Wealth Preservation Advisors, LLC | 6 | $689 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 5 | $574 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $574 | 0.00% | +3+150.0% | Added |
| Creative Financial Designs Inc | 5 | $574 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 5 | $574 | 0.00% | +5 | New |
| Binnacle Investments Inc | 5 | $574 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $573 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 4 | $459 | 0.00% | −10−71.4% | Reduced |
| Crewe Advisors LLC | 3 | $345 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 3 | $345 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3 | $344 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $344 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 2 | $230 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $219 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −1,717,903−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −920,282−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −395,605−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −304,940−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −223,117−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −147,583−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −143,827−100.0% | Sold out |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −123,938−100.0% | Sold out |
| Hardman Johnston Global Advisors LLC | 0 | $0 | 0.00% | −104,700−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −97,113−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −86,708−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −73,544−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −71,999−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −65,968−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −61,266−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −44,464−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −40,741−100.0% | Sold out |
| Sophron Capital Management L.P. | 0 | $0 | 0.00% | −39,130−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −33,456−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −32,458−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −27,231−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −23,617−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −22,871−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −20,380−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −20,340−100.0% | Sold out |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −16,034−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −15,471−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −14,341−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −13,257−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −11,274−100.0% | Sold out |