| Fortitude Family Office, LLC | 1,531 | $22.4K | 0.00% | +737+92.8% | Added |
| Basecamp Wealth Advisors LLC | 1,459 | $21.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,344 | $19.7K | 0.00% | −3−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,250 | $18.3K | 0.00% | +1,250 | New |
| SBI Securities Co., Ltd. | 1,151 | $16.9K | 0.00% | −188−14.0% | Reduced |
| International Assets Investment Management, LLC | 939 | $13.9K | 0.00% | −19−2.0% | Reduced |
| SJS Investment Consulting Inc. | 906 | $13.3K | 0.00% | +580+177.9% | Added |
| Atlantic Trust, LLC | 888 | $13.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 835 | $12.2K | 0.00% | +19+2.3% | Added |
| CVA Family Office, LLC | 806 | $11.8K | 0.00% | +86+11.9% | Added |
| Parkside Financial Bank & Trust | 799 | $11.7K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 725 | $10.6K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 524 | $7.68K | 0.00% | −3,287−86.3% | Reduced |
| UMA Financial Services, Inc. | 523 | $7.66K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.33K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $7.33K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 484 | $7.09K | 0.00% | +484 | New |
| Cary Street Partner Investment Advisory LLC | 452 | $6.62K | 0.00% | +1+0.2% | Added |
| Action Point Financial Planning, LLC | 451 | $6.58K | 0.00% | +451 | New |
| Farmers & Merchants Investments Inc | 423 | $6.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 416 | $6.09K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 403 | $5.90K | 0.00% | −312−43.6% | Reduced |
| Bangor Savings Bank | 350 | $5.13K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 349 | $5.11K | 0.00% | +9+2.6% | Added |
| JFS Wealth Advisors, LLC | 339 | $4.99K | 0.00% | +104+44.3% | Added |
| Bogart Wealth, LLC | 303 | $4.44K | 0.00% | +303 | New |
| Activest Wealth Management | 291 | $4.26K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 268 | $3.93K | 0.00% | +218+436.0% | Added |
| Cornerstone Planning Group LLC | 234 | $3.40K | 0.00% | +1+0.4% | Added |
| Manchester Capital Management LLC | 229 | $3.35K | 0.00% | +21+10.1% | Added |
| Stone House Investment Management, LLC | 226 | $3.31K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 211 | $3.09K | 0.00% | +106+101.0% | Added |
| Bell Investment Advisors, Inc | 208 | $3.05K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $2.95K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 200 | $2.93K | 0.00% | +200 | New |
| Kilter Group LLC | 193 | $2.83K | 0.00% | +21+12.2% | Added |
| Ameriflex Group, Inc. | 178 | $2.61K | 0.00% | +178 | New |
| JPL Wealth Management, LLC | 172 | $2.52K | 0.00% | +46+36.5% | Added |
| Creative Capital Management Investments LLC | 170 | $2.49K | 0.00% | +170 | New |
| Massmutual Trust Co FSB | 167 | $2.45K | 0.00% | −126−43.0% | Reduced |
| Valued Wealth Advisors LLC | 159 | $2.35K | 0.00% | +159 | New |
| Ares Financial Consulting, LLC | 137 | $2.01K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 128 | $1.88K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 125 | $1.83K | 0.00% | +125 | New |
| Torren Management, LLC | 112 | $1.64K | 0.00% | +1+0.9% | Added |
| DiNuzzo Private Wealth, Inc. | 98 | $1.44K | 0.00% | +8+8.9% | Added |
| Bay Harbor Wealth Management, LLC | 92 | $1.36K | 0.00% | +22+31.4% | Added |
| Raffa Wealth Management, LLC | 90 | $1.32K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $1.30K | 0.00% | +89 | New |
| C M Bidwell & Associates Ltd | 87 | $1.27K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 85 | $1.25K | 0.00% | +43+102.4% | Added |
| Rialto Wealth Management, LLC | 77 | $1.13K | 0.00% | +10+14.9% | Added |
| MV Capital Management, Inc. | 75 | $1.10K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 60 | $879 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 42 | $615 | 0.00% | +16+61.5% | Added |
| Bear Mountain Capital, Inc. | 35 | $510 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $440 | 0.00% | +30 | New |
| Huntington National Bank | 28 | $410 | 0.00% | +28 | New |
| Caitong International Asset Management Co., Ltd | 27 | $396 | 0.00% | −32−54.2% | Reduced |
| SHP Wealth Management | 24 | $352 | 0.00% | +24 | New |
| Transamerica Financial Advisors, Inc. | 22 | $324 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 17 | $252 | 0.00% | +17 | New |
| Medallion Wealth Advisors, LLC | 14 | $205 | 0.00% | +14 | New |
| Silver Grove Financial Group, Inc. | 12 | $176 | 0.00% | +12 | New |
| Harbour Investments, Inc. | 10 | $147 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $147 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $133 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 7 | $103 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 4 | $59 | 0.00% | +4 | New |
| Trust Co of Vermont | 1 | $15 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $15 | 0.00% | +1 | New |
| Avion Wealth | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 39 | $0 | 0.00% | +39 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −517,424−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −479,790−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −240,513−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −227,766−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −158,427−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −101,250−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −79,337−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −69,669−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −66,978−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −58,470−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −35,862−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −49,634−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −47,959−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −36,250−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −32,660−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −31,340−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −29,885−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −18,695−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −16,642−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,834−100.0% | Sold out |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,463−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −13,280−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,811−100.0% | Sold out |
