| Harbor Investment Advisory, LLC | 39 | $11.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 38 | $11.7K | 0.00% | −87−69.6% | Reduced |
| Arlington Trust Co LLC | 38 | $11.6K | 0.00% | +31+442.9% | Added |
| Fortitude Family Office, LLC | 37 | $11.3K | 0.01% | +37 | New |
| Wolff Wiese Magana LLC | 36 | $11.1K | 0.01% | −3,340−98.9% | Reduced |
| Gradient Investments LLC | 35 | $10.8K | 0.00% | −26−42.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 35 | $10.7K | 0.00% | +35 | New |
| Pineridge Advisors LLC | 35 | $10.7K | 0.00% | +35 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $10.1K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 33 | $10.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 31 | $9.46K | 0.00% | −14−31.1% | Reduced |
| Manitou Investment Management Ltd. | 27 | $8.23K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26 | $7.93K | 0.00% | +8+44.4% | Added |
| ClariVest Asset Management LLC | 25 | $7.63K | 0.00% | −2−7.4% | Reduced |
| North Star Investment Management Corp. | 25 | $7.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $7.39K | 0.00% | +4+20.0% | Added |
| Washington Trust Advisors, Inc. | 22 | $6.71K | 0.00% | +5+29.4% | Added |
| Hoese & Co LLP | 25 | $6.47K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 20 | $6.10K | 0.00% | +10+100.0% | Added |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $5.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $5.18K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $5.00K | 0.00% | +2+15.4% | Added |
| Sachetta, LLC | 14 | $4.27K | 0.00% | +14 | New |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $4.00K | 0.00% | +13 | New |
| Red Tortoise LLC | 13 | $3.96K | 0.00% | +13 | New |
| Aspect Partners, LLC | 13 | $3.96K | 0.00% | +13 | New |
| Operose Advisors LLC | 12 | $3.66K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $3.66K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 12 | $3.53K | 0.00% | +12 | New |
| Quent Capital, LLC | 11 | $3.35K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $3.34K | 0.00% | +11 | New |
| Ables, Iannone, Moore & Associates, Inc. | 10 | $3.05K | 0.00% | +10 | New |
| Venturi Wealth Management, LLC | 9 | $2.75K | 0.00% | −7−43.8% | Reduced |
| Cornerstone Planning Group LLC | 9 | $2.75K | 0.00% | −2−18.2% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $2.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2.45K | 0.00% | +7+700.0% | Added |
| MCF Advisors LLC | 8 | $2.44K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $2.44K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 8 | $2.44K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $2.44K | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 7 | $2.15K | 0.00% | −1−12.5% | Reduced |
| Frank, Rimerman Advisors LLC | 7 | $2.13K | 0.00% | +7 | New |
| Avion Wealth | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| Eagle Bay Advisors LLC | 6 | $1.83K | 0.00% | −4−40.0% | Reduced |
| Atticus Wealth Management, LLC | 6 | $1.83K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $1.52K | 0.00% | −10−66.7% | Reduced |
| Raleigh Capital Management Inc. | 5 | $1.52K | 0.00% | +5 | New |
| Key Financial Inc | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $1.22K | 0.00% | +4 | New |
| Loomis Sayles & Co L P | 4 | $1.00K | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 3 | $915 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $915 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $841 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $327 | 0.00% | +1+100.0% | Added |
| First Horizon Advisors, Inc. | 1 | $305 | 0.00% | −92−98.9% | Reduced |
| Truvestments Capital LLC | 1 | $305 | 0.00% | −51−98.1% | Reduced |
| Highline Wealth Partners LLC | 1 | $305 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $273 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $214 | 0.00% | −86−98.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −527,800−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −64,991−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −42,305−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −22,606−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −15,562−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −9,707−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −7,989−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,428−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −5,923−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −5,437−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,788−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −4,774−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −4,226−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,998−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,896−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,535−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Rossmore Private Capital | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| Bridgecreek Investment Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −997−100.0% | Sold out |
