| Raffa Wealth Management, LLC | 90 | $8.30K | 0.00% | +72+400.0% | Added |
| Kemnay Advisory Services Inc. | 84 | $7.75K | 0.00% | +84 | New |
| Brown Brothers Harriman & Co | 83 | $7.65K | 0.00% | −5,416−98.5% | Reduced |
| Triumph Capital Management | 83 | $7.65K | 0.00% | +67+418.8% | Added |
| Marquette Asset Management, LLC | 82 | $7.56K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 82 | $7.54K | 0.00% | −21−20.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $7.38K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 79 | $7.29K | 0.00% | +79 | New |
| Cassaday & Co Wealth Management LLC | 77 | $7.10K | 0.00% | +77 | New |
| United Financial Planning Group LLC | 74 | $6.82K | 0.00% | +74 | New |
| Beaird Harris Wealth Management, LLC | 73 | $6.73K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 68 | $6.27K | 0.00% | +2+3.0% | Added |
| International Assets Investment Management, LLC | 68 | $6.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $6.09K | 0.00% | +14+26.9% | Added |
| Capital Advisors, Ltd. LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 65 | $5.99K | 0.00% | −3−4.4% | Reduced |
| Sound Income Strategies, LLC | 65 | $5.90K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 62 | $5.72K | 0.00% | +62 | New |
| Dogwood Wealth Management LLC | 61 | $5.63K | 0.00% | +61 | New |
| First Command Advisory Services, Inc. | 59 | $5.44K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 58 | $5.35K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 57 | $5.26K | 0.00% | +57 | New |
| Rialto Wealth Management, LLC | 56 | $5.16K | 0.00% | +11+24.4% | Added |
| Cornerstone Financial Management LLC | 55 | $5.07K | 0.00% | +17+44.7% | Added |
| JPL Wealth Management, LLC | 54 | $4.98K | 0.00% | +54 | New |
| DiNuzzo Private Wealth, Inc. | 48 | $4.43K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 47 | $4.33K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 46 | $4.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 46 | $4.24K | 0.00% | +13+39.4% | Added |
| Salomon & Ludwin, LLC | 42 | $3.78K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 39 | $3.60K | 0.00% | +9+30.0% | Added |
| RMG Wealth Management LLC | 41 | $3.43K | 0.00% | +41 | New |
| Bay Harbor Wealth Management, LLC | 37 | $3.41K | 0.00% | +12+48.0% | Added |
| Torren Management, LLC | 36 | $3.32K | 0.00% | −246−87.2% | Reduced |
| Private Wealth Management Group, LLC | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $2.86K | 0.00% | −14−31.1% | Reduced |
| Cromwell Holdings LLC | 31 | $2.86K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 27 | $2.49K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 26 | $2.40K | 0.00% | −2,870−99.1% | Reduced |
| South State Corp. | 26 | $2.40K | 0.00% | +5+23.8% | Added |
| Dunhill Financial, LLC | 25 | $2.38K | 0.00% | +20+400.0% | Added |
| Financial Consulate, Inc | 25 | $2.31K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 24 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 24 | $2.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $2.06K | 0.00% | +22 | New |
| N.E.W. Advisory Services LLC | 22 | $2.03K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.03K | 0.00% | +2+10.0% | Added |
| Aventura Private Wealth, LLC | 21 | $1.94K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $1.84K | 0.00% | −24−54.5% | Reduced |
| HFM Investment Advisors, LLC | 16 | $1.48K | 0.00% | +2+14.3% | Added |
| Prestige Wealth Management Group LLC | 15 | $1.38K | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 15 | $1.38K | 0.00% | +15 | New |
| Montag A & Associates Inc | 15 | $1.36K | 0.00% | −2−11.8% | Reduced |
| 1015 Capital Partners, LLC | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $1.20K | 0.00% | +10+333.3% | Added |
| Sachetta, LLC | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.11K | 0.00% | +2+20.0% | Added |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $923 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $923 | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 10 | $922 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $830 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $738 | 0.00% | +1+14.3% | Added |
| UMA Financial Services, Inc. | 7 | $646 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $554 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $554 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 6 | $553 | 0.00% | +6 | New |
| GHP Investment Advisors, Inc. | 5 | $462 | 0.00% | +5 | New |
| Grove Bank & Trust | 5 | $461 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $369 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 4 | $341 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $277 | 0.00% | +1+50.0% | Added |
| Manchester Capital Management LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $184 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −985,312−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −930,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −396,200−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −316,262−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −223,384−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −213,495−100.0% | Sold out |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −206,850−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −138,520−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −121,992−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −98,500−100.0% | Sold out |
| Woodbridge Co Ltd | 0 | $0 | 0.00% | −87,233−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −84,180−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −76,653−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −64,896−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −51,573−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −41,554−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −41,303−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −40,072−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −24,438−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |