| Carolinas Wealth Consulting LLC | 22 | $4.67K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $4.67K | 0.00% | +2+10.0% | Added |
| Bogart Wealth, LLC | 21 | $4.46K | 0.00% | +4+23.5% | Added |
| Ameriflex Group, Inc. | 21 | $4.46K | 0.00% | +21 | New |
| Trust Co of Vermont | 20 | $4.24K | 0.00% | −126−86.3% | Reduced |
| Sachetta, LLC | 19 | $4.03K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $3.82K | 0.00% | +2+12.5% | Added |
| Hughes Financial Services, LLC | 17 | $3.68K | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 17 | $3.61K | 0.00% | +2+13.3% | Added |
| Aspect Partners, LLC | 17 | $3.61K | 0.00% | +17 | New |
| Zions Bancorporation, National Association | 14 | $2.97K | 0.00% | +14 | New |
| Spire Wealth Management | 13 | $2.76K | 0.00% | −12−48.0% | Reduced |
| Pacific Center for Financial Services | 13 | $2.76K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 13 | $2.76K | 0.00% | +13 | New |
| Continuum Advisory, LLC | 12 | $2.55K | 0.00% | −1−7.7% | Reduced |
| Raffa Wealth Management, LLC | 12 | $2.55K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $2.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $2.55K | 0.00% | +12 | New |
| ESL Trust Services, LLC | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 9 | $1.95K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 9 | $1.91K | 0.00% | +1+12.5% | Added |
| Principia Wealth Advisory, LLC | 9 | $1.89K | 0.00% | +5+125.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 8 | $1.70K | 0.00% | +8 | New |
| Rossby Financial, LCC | 7 | $1.60K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.49K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7 | $1.49K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $1.27K | 0.00% | +6 | New |
| Signature Resources Capital Management, LLC | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 5 | $1.06K | 0.00% | +5 | New |
| Decker Retirement Planning Inc. | 4 | $849 | 0.00% | −17,969−100.0% | Reduced |
| Kestra Investment Management, LLC | 4 | $849 | 0.00% | −228−98.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $849 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $849 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $637 | 0.00% | −5−62.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $637 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3 | $637 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $637 | 0.00% | +3 | New |
| PayPay Securities Corp | 2 | $618 | 0.04% | −8−80.0% | Reduced |
| Bear Mountain Capital, Inc. | 2 | $457 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $425 | 0.00% | −3−60.0% | Reduced |
| Blume Capital Management, Inc. | 2 | $425 | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 2 | $424 | 0.00% | −20−90.9% | Reduced |
| Richardson Financial Services Inc. | 2 | $424 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $424 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $424 | 0.00% | +2 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $424 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $424 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $367 | 0.00% | −58−96.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $238 | 0.00% | +1 | New |
| Sandy Spring Bank | 1 | $213 | 0.00% | −37−97.4% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $212 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −1,575,546−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −702,369−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −496,185−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −400,545−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −199,600−100.0% | Sold out |
| Voyager Global Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −86,160−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −51,268−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −38,263−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −34,452−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −34,192−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −31,573−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −31,046−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −29,250−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −13,476−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,958−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,958−100.0% | Sold out |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −10,573−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,717−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −8,544−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −7,699−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −7,120−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −6,492−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −6,145−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,865−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −5,747−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,757−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |