| First Pacific Financial | 49 | $13.4K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 47 | $12.8K | 0.00% | +7+17.5% | Added |
| Colonial Trust Co | 46 | $12.5K | 0.00% | +4+9.5% | Added |
| Johnson Financial Group, Inc. | 45 | $12.3K | 0.00% | −75−62.5% | Reduced |
| Provenance Wealth Advisors, LLC | 45 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 45 | $12.3K | 0.00% | +45 | New |
| Front Row Advisors LLC | 43 | $11.7K | 0.00% | −63−59.4% | Reduced |
| Core Alternative Capital | 42 | $11.5K | 0.00% | −8−16.0% | Reduced |
| Anchor Investment Management, LLC | 41 | $11.2K | 0.00% | +41 | New |
| Oakworth Capital, Inc. | 39 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 39 | $10.6K | 0.00% | +39 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 40 | $10.1K | 0.00% | +40 | New |
| JNBA Financial Advisors | 35 | $9.55K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34 | $9.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $9.00K | 0.00% | +34 | New |
| Global Financial Private Client, LLC | 32 | $8.72K | 0.00% | +32 | New |
| Arlington Trust Co LLC | 30 | $8.18K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 30 | $8.18K | 0.00% | +30 | New |
| Plante Moran Financial Advisors, LLC | 29 | $7.91K | 0.00% | −44−60.3% | Reduced |
| New Covenant Trust Company, N.A. | 29 | $7.91K | 0.01% | +29 | New |
| Macroview Investment Management LLC | 27 | $7.37K | 0.01% | +27 | New |
| First Financial Corp | 27 | $7.36K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 27 | $7.36K | 0.00% | +27 | New |
| Davidson Capital Management Inc. | 26 | $7.09K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 26 | $7.09K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 25 | $6.82K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 25 | $6.82K | 0.01% | +25 | New |
| Glen Eagle Advisors, LLC | 24 | $6.55K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $6.27K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 22 | $6.00K | 0.00% | +22 | New |
| South State Corp. | 21 | $5.73K | 0.00% | +21 | New |
| Gradient Investments LLC | 20 | $5.46K | 0.00% | −8−28.6% | Reduced |
| FSA Wealth Management LLC | 20 | $5.46K | 0.00% | +20 | New |
| Beacon Capital Management, LLC | 19 | $5.18K | 0.00% | −72−79.1% | Reduced |
| Private Wealth Management Group, LLC | 18 | $4.91K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $4.91K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 15 | $4.09K | 0.00% | −7−31.8% | Reduced |
| Raffa Wealth Management, LLC | 15 | $4.09K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $4.00K | 0.00% | −1−8.3% | Reduced |
| MV Capital Management, Inc. | 14 | $3.82K | 0.00% | +5+55.6% | Added |
| Manchester Capital Management LLC | 13 | $3.55K | 0.00% | +2+18.2% | Added |
| Sachetta, LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $3.27K | 0.00% | +3+33.3% | Added |
| Atwood & Palmer Inc | 12 | $3.27K | 0.00% | +12 | New |
| Hazlett, Burt & Watson, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $2.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $2.18K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $1.91K | 0.00% | +7 | New |
| Rosenberg Matthew Hamilton | 7 | $1.91K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $1.64K | 0.00% | −79−92.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.36K | 0.00% | −7−58.3% | Reduced |
| Hexagon Capital Partners LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 5 | $1.30K | 0.00% | +5 | New |
| First Manhattan Co | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 4 | $1.09K | 0.00% | +4 | New |
| Rothschild Investment LLC | 3 | $818 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $791 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $546 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $546 | 0.00% | +1+100.0% | Added |
| Sofos Investments, Inc. | 1 | $308 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $273 | 0.00% | −72−98.6% | Reduced |
| TFC Financial Management | 1 | $273 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −235,949−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −88,770−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −56,889−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −53,548−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −50,057−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −42,919−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −32,578−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −32,275−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −29,735−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −27,142−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,154−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −24,833−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −21,575−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −21,054−100.0% | Sold out |
| Sterling Group Wealth Management, LLC | 0 | $0 | 0.00% | −20,940−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −19,128−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −17,606−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,343−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −13,857−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −10,194−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,925−100.0% | Sold out |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −9,715−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −9,545−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,703−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −7,423−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −6,554−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |