| Marshall & Sterling Wealth Advisors Inc. | 61 | $6.87K | 0.00% | +61 | New |
| Cary Street Partner Investment Advisory LLC | 59 | $6.65K | 0.00% | +58+5,800.0% | Added |
| Cape Investment Advisory, Inc. | 55 | $6.20K | 0.00% | −20−26.7% | Reduced |
| Wolff Wiese Magana LLC | 55 | $6.20K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $5.75K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 51 | $5.75K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $5.63K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $5.63K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 50 | $5.63K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $5.63K | 0.00% | +20+66.7% | Added |
| Vision Financial Markets LLC | 50 | $5.63K | 0.01% | +50 | New |
| JFS Wealth Advisors, LLC | 49 | $5.52K | 0.00% | −30−38.0% | Reduced |
| Nemes Rush Group LLC | 41 | $4.62K | 0.00% | +41 | New |
| LRI Investments, LLC | 41 | $4.61K | 0.00% | +41 | New |
| a16z Perennial Management, L.P. | 40 | $4.51K | 0.00% | −1,000−96.2% | Reduced |
| Trust Co of Vermont | 39 | $4.39K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 35 | $3.94K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 34 | $3.93K | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 32 | $3.61K | 0.00% | +32 | New |
| Continuum Advisory, LLC | 31 | $3.49K | 0.00% | +15+93.8% | Added |
| NewSquare Capital LLC | 31 | $3.49K | 0.00% | +31 | New |
| Tidemark, LLC | 30 | $3.38K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 30 | $3.38K | 0.00% | +30 | New |
| Marshall Investment Management, LLC | 30 | $3.38K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 28 | $3.15K | 0.00% | +5+21.7% | Added |
| Park Place Capital Corp | 27 | $3.04K | 0.00% | +11+68.8% | Added |
| S&T Bank | 27 | $3.04K | 0.00% | +27 | New |
| CX Institutional | 28 | $3.00K | 0.00% | +28 | New |
| Carolina Wealth Advisors, LLC | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $2.82K | 0.00% | +25 | New |
| West Branch Capital LLC | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $2.48K | 0.00% | +22 | New |
| Salem Investment Counselors Inc | 20 | $2.25K | 0.00% | +20 | New |
| Garde Capital, Inc. | 20 | $2.25K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 18 | $2.03K | 0.00% | +1+5.9% | Added |
| Clear Investment Research, LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 17 | $1.92K | 0.00% | +17 | New |
| HHM Wealth Advisors, LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16 | $1.80K | 0.00% | −3−15.8% | Reduced |
| Zions Bancorporation, National Association | 15 | $1.69K | 0.00% | +15 | New |
| Cromwell Holdings LLC | 14 | $1.58K | 0.00% | +14 | New |
| Highline Wealth Partners LLC | 14 | $1.58K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 14 | $1.58K | 0.00% | +7+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.47K | 0.00% | +2+18.2% | Added |
| Dogwood Wealth Management LLC | 13 | $1.47K | 0.00% | +13 | New |
| WealthTrak Capital Management LLC | 11 | $1.24K | 0.00% | +1+10.0% | Added |
| Global Wealth Strategies & Associates | 11 | $1.24K | 0.00% | +11 | New |
| Financial Network Wealth Advisors LLC | 11 | $1.24K | 0.00% | +11 | New |
| Barnes Dennig Private Wealth Management LLC | 11 | $1.24K | 0.00% | +11 | New |
| Rise Advisors, LLC | 10 | $1.13K | 0.00% | +4+66.7% | Added |
| DecisionPoint Financial, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Horrell Capital Management, Inc. | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Activest Wealth Management | 7 | $789 | 0.00% | +6+600.0% | Added |
| Winnow Wealth LLC | 7 | $751 | 0.00% | +2+40.0% | Added |
| Stephens Consulting, LLC | 6 | $677 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 6 | $676 | 0.00% | +6 | New |
| PayPay Securities Corp | 5 | $586 | 0.03% | −1−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $563 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5 | $513 | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 4 | $489 | 0.00% | +4 | New |
| Delta Asset Management LLC | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $450 | 0.00% | +4 | New |
| TD Capital Management LLC | 3 | $338 | 0.00% | +3 | New |
| Horizon Investments, LLC | 3 | $338 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $338 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $113 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $113 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $112 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −845,000−100.0% | Sold out |
| SW Investment Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −121,891−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −120,229−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −98,002−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −86,218−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −61,646−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −38,492−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −26,023−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −20,015−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −17,219−100.0% | Sold out |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,912−100.0% | Sold out |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −12,975−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −12,541−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −11,820−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −9,885−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −9,740−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,328−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −8,279−100.0% | Sold out |
