| Pinnacle Wealth Planning Services, Inc. | 15 | $4.74K | 0.00% | −16−51.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $4.42K | 0.00% | +6+75.0% | Added |
| Hughes Financial Services, LLC | 13 | $4.11K | 0.00% | +8+160.0% | Added |
| Zions Bancorporation, National Association | 12 | $3.79K | 0.00% | −4−25.0% | Reduced |
| CoreCap Advisors, LLC | 12 | $3.79K | 0.00% | +12 | New |
| Atlantic Trust, LLC | 11 | $3.47K | 0.00% | +6+120.0% | Added |
| Aventura Private Wealth, LLC | 11 | $3.47K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $3.16K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 9 | $2.84K | 0.00% | −89−90.8% | Reduced |
| Bare Financial Services, Inc | 9 | $2.84K | 0.00% | −1−10.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $2.53K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 8 | $2.53K | 0.00% | +8 | New |
| Roble, Belko & Company, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $1.90K | 0.00% | −2−25.0% | Reduced |
| Johnson Financial Group, Inc. | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $1.90K | 0.00% | +3+100.0% | Added |
| Dunhill Financial, LLC | 5 | $1.78K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $1.58K | 0.00% | −1−16.7% | Reduced |
| Bellevue Asset Management, LLC | 5 | $1.58K | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 4 | $1.26K | 0.00% | −101−96.2% | Reduced |
| First Horizon Corp | 4 | $1.26K | 0.00% | −26−86.7% | Reduced |
| Marquette Asset Management, LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $950 | 0.00% | −84−96.6% | Reduced |
| South State Corp. | 3 | $948 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $947 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $632 | 0.00% | −6−75.0% | Reduced |
| Harbour Investments, Inc. | 2 | $632 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $632 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $632 | 0.00% | +2 | New |
| Ares Financial Consulting, LLC | 2 | $632 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $632 | 0.00% | +2 | New |
| HighMark Wealth Management LLC | 2 | $473 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $316 | 0.00% | −6−85.7% | Reduced |
| Manchester Capital Management LLC | 1 | $316 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1 | $316 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $316 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 1 | $316 | 0.00% | +1 | New |
| Freestone Grove Partners LP | 1 | $316 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $316 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $316 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $316 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $316 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −840,427−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −203,434−100.0% | Sold out |
| Braidwell LP | 0 | $0 | 0.00% | −105,352−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −97,135−100.0% | Sold out |
| Sand Grove Capital Management LLP | 0 | $0 | 0.00% | −86,758−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −79,898−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −68,986−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| PSquared Asset Management AG | 0 | $0 | 0.00% | −42,785−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −41,700−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −25,975−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −23,696−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −19,701−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −12,267−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −9,088−100.0% | Sold out |
| Vazirani Asset Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −5,879−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,264−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −735−100.0% | Sold out |
