| High Note Wealth, LLC | 42 | $3.86K | 0.00% | +17+68.0% | Added |
| Colonial Trust Co | 40 | $3.68K | 0.00% | −13−24.5% | Reduced |
| Zions Bancorporation, National Association | 37 | $3.40K | 0.00% | +37 | New |
| Leonteq Securities AG | 33 | $3.03K | 0.00% | −1,384−97.7% | Reduced |
| Optima Capital LLC | 32 | $2.94K | 0.00% | +32 | New |
| Battery Global Advisors, LLC | 32 | $2.94K | 0.00% | +32 | New |
| LRI Investments, LLC | 30 | $2.72K | 0.00% | +30 | New |
| Toth Financial Advisory Corp | 28 | $2.57K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 28 | $2.57K | 0.00% | +28 | New |
| MV Capital Management, Inc. | 27 | $2.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 26 | $2.39K | 0.00% | +26 | New |
| Atlantic Trust, LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23 | $2.12K | 0.00% | −186−89.0% | Reduced |
| Avion Wealth | 28 | $2.00K | 0.00% | −5−15.2% | Reduced |
| Manchester Capital Management LLC | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 20 | $1.84K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $1.66K | 0.00% | +6+50.0% | Added |
| Cornerstone Planning Group LLC | 13 | $1.62K | 0.00% | +4+44.4% | Added |
| Central Trust Co | 17 | $1.56K | 0.00% | +17 | New |
| Activest Wealth Management | 17 | $1.56K | 0.00% | +1+6.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $1.38K | 0.00% | +15 | New |
| Creative Financial Designs Inc | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $1.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $1.10K | 0.00% | +1+9.1% | Added |
| UMA Financial Services, Inc. | 12 | $1.10K | 0.00% | +5+71.4% | Added |
| Financial Management Professionals, Inc. | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $919 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10 | $919 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $828 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 9 | $828 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 8 | $735 | 0.00% | +4+100.0% | Added |
| Trust Co | 8 | $735 | 0.00% | +8 | New |
| South State Corp. | 6 | $552 | 0.00% | +6 | New |
| Basecamp Wealth Advisors LLC | 6 | $551 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 5 | $460 | 0.00% | −2−28.6% | Reduced |
| HFM Investment Advisors, LLC | 5 | $460 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $460 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $459 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $459 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 4 | $367 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $211 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $184 | 0.00% | +1+100.0% | Added |
| Toronto Dominion Bank | 1 | $134 | 0.00% | +1 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $92 | 0.00% | −3,013−100.0% | Reduced |
| TD Private Client Wealth LLC | 1 | $92 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $92 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $92 | 0.00% | +1 | New |
| Analog Century Management LP | 0 | $0 | 0.00% | −631,343−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −173,353−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −165,800−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −103,073−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −41,532−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −34,162−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −29,371−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −27,046−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −23,920−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −20,443−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −19,110−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −16,315−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −11,042−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −8,025−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,221−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,770−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −5,374−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −4,356−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −4,292−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,037−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −2,049−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |