| HighMark Wealth Management LLC | 28 | $6.72K | 0.00% | −5−15.2% | Reduced |
| Claris Advisors, LLC | 27 | $6.48K | 0.00% | +27 | New |
| TCTC Holdings, LLC | 26 | $6.24K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 25 | $6.00K | 0.00% | −1,220−98.0% | Reduced |
| City State Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 24 | $5.76K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 23 | $5.52K | 0.00% | +23 | New |
| Proffitt & Goodson Inc | 21 | $5.04K | 0.00% | +21 | New |
| True Wealth Design, LLC | 20 | $4.80K | 0.00% | +12+150.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $4.34K | 0.00% | −3−14.3% | Reduced |
| Tortoise Investment Management, LLC | 18 | $4.32K | 0.00% | +9+100.0% | Added |
| Contravisory Investment Management, Inc. | 18 | $4.32K | 0.00% | +18 | New |
| Carolina Wealth Advisors, LLC | 18 | $4.32K | 0.00% | +18 | New |
| Capital Performance Advisors LLP | 18 | $4.32K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $3.84K | 0.00% | +1+6.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 17 | $3.80K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $3.60K | 0.00% | −2−11.8% | Reduced |
| Naples Money Management LLC | 15 | $3.60K | 0.00% | +1+7.1% | Added |
| Beaird Harris Wealth Management, LLC | 14 | $3.36K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $3.12K | 0.00% | +13 | New |
| ORG Wealth Partners, LLC | 13 | $3.12K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 11 | $2.67K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 11 | $2.64K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 11 | $2.64K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $2.40K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $2.00K | 0.00% | +3+37.5% | Added |
| Cornerstone Planning Group LLC | 7 | $1.79K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 7 | $1.68K | 0.00% | +7 | New |
| TFC Financial Management | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 6 | $1.44K | 0.00% | +6 | New |
| Horizon Financial Services, LLC | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4 | $981 | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $966 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $795 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2 | $480 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $242 | 0.00% | −56−98.2% | Reduced |
| Private Wealth Management Group, LLC | 1 | $241 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $240 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1 | $240 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 0 | $5 | 0.00% | 0 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −295,161−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −139,895−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −113,771−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −102,443−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −87,971−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −62,509−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −57,804−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −45,800−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,972−100.0% | Sold out |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −39,600−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −30,106−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −27,967−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,387−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,041−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −21,171−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −12,969−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −12,557−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −10,274−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −9,939−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −9,342−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,755−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −8,712−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,550−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,966−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −7,960−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,614−100.0% | Sold out |
| Redmond Asset Management, LLC | 0 | $0 | 0.00% | −7,457−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,092−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,904−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −6,451−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −5,527−100.0% | Sold out |
| Colton Groome Financial Advisors, LLC | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −4,494−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,368−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −3,471−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −3,287−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,242−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −7,529−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |