| Fortitude Family Office, LLC | 145 | $2.65K | 0.00% | +110+314.3% | Added |
| North Star Investment Management Corp. | 141 | $2.58K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 140 | $2.56K | 0.00% | +109+351.6% | Added |
| Principal Securities, Inc. | 127 | $2.32K | 0.00% | −140−52.4% | Reduced |
| Trust Co of Vermont | 122 | $2.23K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 100 | $1.83K | 0.00% | +100 | New |
| Bear Mountain Capital, Inc. | 99 | $1.78K | 0.00% | +1+1.0% | Added |
| Private Wealth Management Group, LLC | 95 | $1.74K | 0.00% | −16−14.4% | Reduced |
| Winch Advisory Services, LLC | 90 | $1.65K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 89 | $1.63K | 0.00% | −12,562−99.3% | Reduced |
| Bell Investment Advisors, Inc | 82 | $1.50K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 75 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 69 | $1.26K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 65 | $1.19K | 0.00% | +65 | New |
| Kestra Investment Management, LLC | 62 | $1.13K | 0.00% | +62 | New |
| Cheviot Value Management, LLC | 68 | $1.09K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 57 | $1.04K | 0.00% | +44+338.5% | Added |
| TSFG, LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 54 | $988 | 0.00% | +54 | New |
| South State Corp. | 47 | $860 | 0.00% | −65−58.0% | Reduced |
| TFC Financial Management | 45 | $823 | 0.00% | −1−2.2% | Reduced |
| ORG Partners LLC | 45 | $817 | 0.00% | −65−59.1% | Reduced |
| Headlands Technologies LLC | 42 | $768 | 0.00% | +42 | New |
| Massmutual Trust Co FSB | 38 | $695 | 0.00% | −250−86.8% | Reduced |
| Cape Investment Advisory, Inc. | 35 | $640 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $548 | 0.00% | +30 | New |
| Cromwell Holdings LLC | 30 | $548 | 0.00% | +30 | New |
| Pension & Wealth Management Advisors, Inc. | 27 | $503 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 27 | $494 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $457 | 0.00% | +15+150.0% | Added |
| Global Retirement Partners, LLC | 23 | $420 | 0.00% | +23 | New |
| Evolution Wealth Management Inc. | 20 | $366 | 0.00% | +20 | New |
| MV Capital Management, Inc. | 12 | $220 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 12 | $219 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 11 | $201 | 0.00% | −100−90.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 9 | $165 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 7 | $128 | 0.00% | −22−75.9% | Reduced |
| Legacy Wealth Managment, LLC | 6 | $110 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $110 | 0.00% | +6 | New |
| Bernard Wealth Management Corp. | 4 | $74 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $73 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $65 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $55 | 0.00% | −4−57.1% | Reduced |
| Rialto Wealth Management, LLC | 2 | $37 | 0.00% | +2 | New |
| Ancora Advisors, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $18 | 0.00% | +1 | New |
| Hemington Wealth Management | 33 | $0 | 0.00% | +33 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −3,286,406−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,784,563−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −520,886−100.0% | Sold out |
| Sequoia Capital India Operations II, LLC | 0 | $0 | 0.00% | −428,522−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −365,250−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −327,159−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −230,591−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −181,293−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −121,550−100.0% | Sold out |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −82,400−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −74,025−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −58,810−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −65,320−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −49,574−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −47,327−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −46,700−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −43,514−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −40,978−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −35,197−100.0% | Sold out |
| Exane Asset Management | 0 | $0 | 0.00% | −23,088−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −24,087−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −21,068−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −17,954−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −16,207−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −15,411−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −13,740−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −13,043−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −13,026−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −11,740−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −11,914−100.0% | Sold out |
| Letson Investment Management, Inc. | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,671−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,354−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −3,806−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kennebec Savings Bank | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |