| Private Wealth Management Group, LLC | 129 | $10.8K | 0.00% | +50+63.3% | Added |
| Aspect Partners, LLC | 129 | $10.8K | 0.00% | +29+29.0% | Added |
| Albion Financial Group | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 117 | $9.81K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 116 | $9.72K | 0.00% | −1,630−93.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 110 | $9.22K | 0.00% | −90−45.0% | Reduced |
| Hughes Financial Services, LLC | 93 | $8.60K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $8.38K | 0.00% | +100 | New |
| Steigerwald, Gordon & Koch Inc. | 100 | $8.38K | 0.00% | +100 | New |
| Montag A & Associates Inc | 98 | $8.21K | 0.00% | +58+145.0% | Added |
| High Note Wealth, LLC | 95 | $7.96K | 0.00% | +1+1.1% | Added |
| Bare Financial Services, Inc | 94 | $7.88K | 0.00% | +7+8.0% | Added |
| MCF Advisors LLC | 92 | $7.71K | 0.00% | −48−34.3% | Reduced |
| Tower View Investment Management & Research LLC | 90 | $7.54K | 0.00% | −10−10.0% | Reduced |
| Inlight Wealth Management, LLC | 82 | $6.87K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 82 | $6.87K | 0.00% | +18+28.1% | Added |
| Asset Dedication, LLC | 75 | $6.29K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $6.29K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 82 | $6.00K | 0.00% | +10+13.9% | Added |
| Performa Ltd (US), LLC | 70 | $5.87K | 0.00% | −55−44.0% | Reduced |
| Sachetta, LLC | 69 | $5.78K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $4.95K | 0.00% | −16−21.3% | Reduced |
| Wealth Watch Advisors, INC | 55 | $4.61K | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 52 | $4.36K | 0.00% | +6+13.0% | Added |
| Stephens Consulting, LLC | 50 | $4.19K | 0.00% | +33+194.1% | Added |
| Flagship Wealth Advisors, LLC | 50 | $4.19K | 0.00% | +50 | New |
| ORG Wealth Partners, LLC | 50 | $4.19K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 48 | $4.02K | 0.00% | +48 | New |
| Capital Advisors, Ltd. LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Fortitude Family Office, LLC | 43 | $3.60K | 0.00% | +12+38.7% | Added |
| Prestige Wealth Management Group LLC | 41 | $3.44K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 40 | $3.35K | 0.00% | +40 | New |
| Anchor Investment Management, LLC | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $3.27K | 0.00% | −51−56.7% | Reduced |
| Rossby Financial, LCC | 38 | $3.26K | 0.00% | +38 | New |
| Cromwell Holdings LLC | 33 | $2.77K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 30 | $2.51K | 0.00% | +30 | New |
| Rakuten Securities, Inc. | 28 | $2.35K | 0.00% | −212−88.3% | Reduced |
| Rialto Wealth Management, LLC | 28 | $2.35K | 0.00% | +4+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $1.94K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 23 | $1.93K | 0.00% | +2+9.5% | Added |
| BankPlus Trust Department | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $1.76K | 0.00% | +9+75.0% | Added |
| Tortoise Investment Management, LLC | 18 | $1.51K | 0.00% | +5+38.5% | Added |
| Raffa Wealth Management, LLC | 16 | $1.34K | 0.00% | +16 | New |
| Cedar Mountain Advisors, LLC | 16 | $1.34K | 0.00% | +16 | New |
| Caitong International Asset Management Co., Ltd | 14 | $1.17K | 0.00% | +11+366.7% | Added |
| Financial Management Professionals, Inc. | 13 | $1.09K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 13 | $1.02K | 0.00% | −17−56.7% | Reduced |
| UMA Financial Services, Inc. | 12 | $1.01K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Ogorek Anthony Joseph | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $839 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $839 | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $838 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $838 | 0.00% | +10 | New |
| Private Wealth Asset Management, LLC | 10 | $838 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 8 | $671 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $670 | 0.00% | +2+33.3% | Added |
| Anfield Capital Management, LLC | 8 | $670 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 7 | $587 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $335 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 3 | $252 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 2 | $168 | 0.00% | +2 | New |
| Comprehensive Financial Planning, Inc. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Turiya Advisors Asia Ltd | 0 | $0 | 0.00% | −772,317−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −660,785−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −252,138−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Twenty Acre Capital LP | 0 | $0 | 0.00% | −196,928−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −175,529−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −105,798−100.0% | Sold out |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −97,090−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −90,100−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −59,630−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −39,075−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −36,127−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −30,207−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −27,003−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −24,058−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −21,536−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −16,482−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −15,228−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,147−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,630−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −11,581−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Integrity Wealth Solutions LLC | 0 | $0 | 0.00% | −10,511−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,136−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −9,036−100.0% | Sold out |