| Fortitude Family Office, LLC | 67 | $10.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 63 | $10.0K | 0.00% | +13+26.0% | Added |
| Harbor Investment Advisory, LLC | 60 | $9.53K | 0.00% | −34−36.2% | Reduced |
| Cornerstone Planning Group LLC | 42 | $8.05K | 0.00% | −25−37.3% | Reduced |
| Barrett & Company, Inc. | 50 | $7.94K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 49 | $7.78K | 0.00% | +49 | New |
| Creative Financial Designs Inc | 45 | $7.15K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 45 | $7.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 44 | $6.99K | 0.00% | +44 | New |
| Asset Dedication, LLC | 41 | $6.51K | 0.00% | −114−73.5% | Reduced |
| Private Wealth Management Group, LLC | 40 | $6.35K | 0.00% | −10−20.0% | Reduced |
| Anchor Investment Management, LLC | 37 | $5.88K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 36 | $5.72K | 0.00% | +36 | New |
| Johnson Financial Group, Inc. | 35 | $5.56K | 0.00% | −374−91.4% | Reduced |
| Tradewinds Capital Management, LLC | 35 | $5.56K | 0.00% | +5+16.7% | Added |
| ORG Partners LLC | 35 | $5.56K | 0.00% | +35 | New |
| Private Trust Co NA | 33 | $5.24K | 0.00% | −56−62.9% | Reduced |
| FinTrust Capital Advisors, LLC | 33 | $5.24K | 0.00% | −35−51.5% | Reduced |
| Hollencrest Capital Management | 31 | $4.92K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 30 | $4.76K | 0.00% | −34−53.1% | Reduced |
| Ancora Advisors, LLC | 26 | $4.13K | 0.00% | −13−33.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 26 | $4.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $4.00K | 0.00% | +2+8.0% | Added |
| City Holding Co | 25 | $3.97K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $3.97K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $3.49K | 0.00% | −14−38.9% | Reduced |
| Coppell Advisory Solutions LLC | 21 | $3.39K | 0.00% | −225−91.5% | Reduced |
| Continuum Advisory, LLC | 13 | $3.25K | 0.00% | +1+8.3% | Added |
| Pacifica Partners Inc. | 20 | $3.18K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $3.18K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $3.18K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $3.00K | 0.00% | +21 | New |
| Bogart Wealth, LLC | 17 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $2.54K | 0.00% | −11−40.7% | Reduced |
| Criterion Capital Advisors, LLC | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15 | $2.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $2.22K | 0.00% | +2+16.7% | Added |
| Provenance Wealth Advisors, LLC | 14 | $2.22K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 13 | $2.06K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $1.93K | 0.00% | −69−85.2% | Reduced |
| Raffa Wealth Management, LLC | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $1.75K | 0.00% | −40−78.4% | Reduced |
| Park Place Capital Corp | 10 | $1.59K | 0.00% | −576−98.3% | Reduced |
| ESL Trust Services, LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 9 | $1.43K | 0.00% | +9 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.27K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8 | $1.27K | 0.00% | +8 | New |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $953 | 0.00% | −1−14.3% | Reduced |
| Cedar Wealth Management, LLC | 6 | $953 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 6 | $953 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $953 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $795 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $794 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $794 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $794 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $794 | 0.00% | +5 | New |
| Ashton Thomas Securities, LLC | 4 | $635 | 0.00% | +4 | New |
| GPS Wealth Strategies Group, LLC | 4 | $635 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 3 | $585 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $477 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $476 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3 | $476 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 2 | $318 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $318 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 2 | $318 | 0.00% | +2 | New |
| Pineridge Advisors LLC | 2 | $318 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −2,056,544−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −156,234−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −134,612−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −127,515−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −124,727−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −106,462−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −74,234−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −57,346−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −37,443−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −26,440−100.0% | Sold out |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0 | $0 | 0.00% | −24,105−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −23,853−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −22,478−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −21,866−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −13,765−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −13,417−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −13,239−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,793−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −11,343−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −11,131−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −10,877−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −9,960−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −9,710−100.0% | Sold out |