| Highline Wealth Partners LLC | 89 | $14.7K | 0.00% | +57+178.1% | Added |
| IMG Wealth Management, Inc. | 87 | $14.5K | 0.01% | +87 | New |
| Smallwood Wealth Investment Management, LLC | 86 | $14.3K | 0.01% | +3+3.6% | Added |
| Rossby Financial, LCC | 84 | $14.0K | 0.01% | +24+40.0% | Added |
| Bayforest Capital Ltd | 81 | $13.5K | 0.01% | −412−83.6% | Reduced |
| Luminist Capital LLC | 78 | $13.3K | 0.01% | +78 | New |
| McCarthy Grittinger Financial Group, LLC | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 71 | $11.7K | 0.00% | −476−87.0% | Reduced |
| Howard Hughes Medical Institute | 68 | $11.3K | 0.00% | +68 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 67 | $11.1K | 0.00% | +67 | New |
| Bellwether Advisors, LLC | 65 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 63 | $10.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 62 | $10.0K | 0.00% | −421−87.2% | Reduced |
| Total Investment Management Inc | 57 | $9.47K | 0.00% | +57 | New |
| Tidemark, LLC | 56 | $9.30K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 53 | $8.80K | 0.01% | −2,150−97.6% | Reduced |
| TFC Financial Management | 51 | $8.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $8.45K | 0.00% | +21+72.4% | Added |
| Redmont Wealth Advisors LLC | 50 | $8.31K | 0.01% | +50 | New |
| WealthTrak Capital Management LLC | 49 | $8.14K | 0.01% | +13+36.1% | Added |
| Ridgewood Investments LLC | 49 | $8.08K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 48 | $7.97K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 48 | $7.97K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $6.98K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 42 | $6.98K | 0.00% | +29+223.1% | Added |
| Orion Capital Management LLC | 40 | $6.64K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 40 | $6.64K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $6.43K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 38 | $6.31K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 35 | $5.81K | 0.01% | −653−94.9% | Reduced |
| Kilter Group LLC | 32 | $5.32K | 0.00% | +32 | New |
| JNBA Financial Advisors | 31 | $5.15K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $4.49K | 0.00% | +23+575.0% | Added |
| Hager Investment Management Services, LLC | 25 | $4.15K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $4.15K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 25 | $4.15K | 0.00% | +25 | New |
| Penserra Capital Management LLC | 27 | $4.00K | 0.00% | −4,241−99.4% | Reduced |
| Valued Wealth Advisors LLC | 22 | $3.69K | 0.00% | −21−48.8% | Reduced |
| Anchor Investment Management, LLC | 22 | $3.65K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 22 | $3.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $3.49K | 0.00% | +17+425.0% | Added |
| Bay Harbor Wealth Management, LLC | 19 | $3.16K | 0.00% | +13+216.7% | Added |
| Affinity Wealth LLC | 19 | $3.16K | 0.00% | +19 | New |
| Dunhill Financial, LLC | 17 | $2.90K | 0.00% | −60−77.9% | Reduced |
| WealthCollab, LLC | 17 | $2.82K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 16 | $2.69K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $2.66K | 0.00% | −1−5.9% | Reduced |
| Anfield Capital Management, LLC | 16 | $2.66K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 15 | $2.55K | 0.00% | −41−73.2% | Reduced |
| Hollencrest Capital Management | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $2.16K | 0.00% | +7+116.7% | Added |
| Principia Wealth Advisory, LLC | 13 | $2.16K | 0.00% | +9+225.0% | Added |
| Evelyn Partners Asset Management Ltd | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 11 | $1.83K | 0.00% | +2+22.2% | Added |
| Quaker Wealth Management, LLC | 10 | $1.66K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $1.66K | 0.00% | −10−50.0% | Reduced |
| Richard W. Paul & Associates, LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $1.53K | 0.00% | +9 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 7 | $1.16K | 0.06% | −10−58.8% | Reduced |
| NVWM, LLC | 6 | $997 | 0.00% | −7−53.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 6 | $997 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $997 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 5 | $895 | 0.00% | −5−50.0% | Reduced |
| DecisionPoint Financial, LLC | 5 | $850 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 3 | $499 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1 | $0 | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −467,533−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −397,021−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −299,071−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −160,181−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −105,698−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −101,367−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −78,360−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −72,671−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −70,479−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −44,609−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −38,722−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −35,058−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −34,133−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −28,780−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −29,665−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −27,363−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −25,470−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,790−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −16,885−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −15,646−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,374−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,663−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,546−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −8,182−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −7,451−100.0% | Sold out |