| Golden State Wealth Management, LLC | 55 | $5.38K | 0.00% | +30+120.0% | Added |
| Beacon Capital Management, LLC | 53 | $5.19K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 51 | $4.99K | 0.00% | +8+18.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $4.92K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $4.90K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 50 | $4.89K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 46 | $4.50K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 44 | $4.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $4.21K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 44 | $4.00K | 0.00% | −7,628−99.4% | Reduced |
| Pin Oak Investment Advisors Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 40 | $3.92K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $3.92K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $3.92K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $3.92K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $3.82K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 38 | $3.72K | 0.00% | −2−5.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 35 | $3.43K | 0.00% | +7+25.0% | Added |
| Global Financial Private Client, LLC | 31 | $3.04K | 0.00% | +22+244.4% | Added |
| NBC Securities, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| Bruce G. Allen Investments, LLC | 29 | $2.84K | 0.00% | +7+31.8% | Added |
| Horizon Financial Services, LLC | 25 | $2.45K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 25 | $2.45K | 0.00% | +25 | New |
| Armstrong Advisory Group, Inc | 22 | $2.38K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 24 | $2.35K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $2.25K | 0.00% | +23 | New |
| Silicon Valley Capital Partners | 22 | $2.18K | 0.00% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 22 | $2.15K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 21 | $2.06K | 0.00% | +21 | New |
| Groupe la Francaise | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.96K | 0.00% | −1,331−98.5% | Reduced |
| Painted Porch Advisors LLC | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 19 | $1.86K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 19 | $1.86K | 0.00% | +19 | New |
| FSA Wealth Management LLC | 19 | $1.86K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 16 | $1.57K | 0.00% | +10+166.7% | Added |
| Continuum Advisory, LLC | 16 | $1.57K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.37K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $1.37K | 0.00% | +4+40.0% | Added |
| Hughes Financial Services, LLC | 12 | $1.18K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $1.08K | 0.00% | −9−90.0% | Reduced |
| Addison Advisors LLC | 11 | $1.08K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 11 | $1.08K | 0.00% | +11 | New |
| West Branch Capital LLC | 10 | $980 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $979 | 0.00% | −5−33.3% | Reduced |
| HighMark Wealth Management LLC | 10 | $979 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 10 | $979 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $920 | 0.00% | +1+11.1% | Added |
| Wolff Wiese Magana LLC | 9 | $882 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $881 | 0.00% | +9 | New |
| Financial Perspectives, Inc | 8 | $783 | 0.00% | −5−38.5% | Reduced |
| Spire Wealth Management | 7 | $685 | 0.00% | +7 | New |
| GF Fund Management Co. Ltd. | 7 | $685 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 6 | $587 | 0.00% | +1+20.0% | Added |
| Cromwell Holdings LLC | 6 | $587 | 0.00% | +6 | New |
| Darwin Advisors, LLC | 5 | $540 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $511 | 0.00% | +2+50.0% | Added |
| McIlrath & Eck, LLC | 5 | $490 | 0.00% | −10−66.7% | Reduced |
| HFM Investment Advisors, LLC | 5 | $490 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $489 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 4 | $392 | 0.00% | +4 | New |
| High Note Wealth, LLC | 2 | $196 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $98 | 0.00% | −56−98.2% | Reduced |
| Gen-Wealth Partners Inc | 1 | $98 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $98 | 0.00% | +1 | New |
| Keener Financial Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 7 | $0 | 0.00% | +7 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −1,813,499−100.0% | Sold out |
| Amazon.com, Inc. | 0 | $0 | 0.00% | −1,768,346−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,029,907−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −723,340−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −637,683−100.0% | Sold out |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 0 | $0 | 0.00% | −582,915−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −559,459−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −375,600−100.0% | Sold out |
| Bares Capital Management, Inc. | 0 | $0 | 0.00% | −159,045−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −145,015−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −43,299−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −26,550−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −22,482−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,134−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,372−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −18,118−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −17,970−100.0% | Sold out |