| Cornerstone Planning Group LLC | 74 | $17.7K | 0.00% | +5+7.2% | Added |
| Trust Co of Vermont | 71 | $17.4K | 0.00% | +14+24.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 71 | $17.4K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 70 | $17.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 66 | $16.1K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 65 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 62 | $15.0K | 0.00% | −50−44.6% | Reduced |
| Optiver Holding B.V. | 61 | $14.9K | 0.00% | +61 | New |
| Geneos Wealth Management Inc. | 60 | $14.7K | 0.00% | −166−73.5% | Reduced |
| Hemington Wealth Management | 63 | $14.0K | 0.00% | +63 | New |
| Chilton Capital Management LLC | 57 | $13.9K | 0.00% | −234−80.4% | Reduced |
| Glen Eagle Advisors, LLC | 57 | $13.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 55 | $13.4K | 0.00% | +42+323.1% | Added |
| Washington Trust Co | 54 | $13.2K | 0.00% | −12−18.2% | Reduced |
| Capital Advisors, Ltd. LLC | 55 | $13.0K | 0.00% | −34−38.2% | Reduced |
| Logan Capital Management Inc | 50 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $12.2K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 46 | $11.2K | 0.00% | −14−23.3% | Reduced |
| Byrne Asset Management LLC | 45 | $11.0K | 0.01% | −10−18.2% | Reduced |
| Provenance Wealth Advisors, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 45 | $11.0K | 0.00% | +45 | New |
| Groupama Asset Managment | 56 | $11.0K | 0.00% | +56 | New |
| Core Alternative Capital | 42 | $10.3K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 40 | $9.78K | 0.00% | +11+37.9% | Added |
| 1620 Investment Advisors, Inc. | 39 | $9.61K | 0.01% | +3+8.3% | Added |
| Christopher J. Hasenberg, Inc | 38 | $9.10K | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 37 | $9.04K | 0.00% | +8+27.6% | Added |
| Deseret Mutual Benefit Administrators | 37 | $9.04K | 0.00% | +7+23.3% | Added |
| AdvisorNet Financial, Inc | 37 | $9.04K | 0.00% | +27+270.0% | Added |
| Stephens Consulting, LLC | 36 | $8.80K | 0.00% | −8−18.2% | Reduced |
| JNBA Financial Advisors | 35 | $8.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $8.31K | 0.00% | +22+183.3% | Added |
| CoreCap Advisors, LLC | 33 | $8.07K | 0.00% | −1−2.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 33 | $8.00K | 0.00% | −222−87.1% | Reduced |
| Global Financial Private Client, LLC | 32 | $7.82K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 28 | $6.84K | 0.00% | +28 | New |
| Cetera Trust Company, N.A | 26 | $6.36K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 25 | $6.11K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 25 | $6.11K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $5.62K | 0.00% | −5−17.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 23 | $5.62K | 0.00% | +23 | New |
| Householder Group Estate & Retirement Specialist, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $4.89K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 20 | $4.89K | 0.00% | +20 | New |
| Clean Yield Group | 18 | $4.40K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $4.14K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $4.00K | 0.00% | +12+171.4% | Added |
| Private Wealth Management Group, LLC | 15 | $3.67K | 0.00% | +1+7.1% | Added |
| Raffa Wealth Management, LLC | 15 | $3.67K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $3.42K | 0.00% | −1−6.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 12 | $2.93K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.69K | 0.00% | +4+57.1% | Added |
| Creekmur Asset Management LLC | 11 | $2.69K | 0.00% | +11 | New |
| Cherry Tree Wealth Management, LLC | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $2.44K | 0.00% | −14−58.3% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $2.44K | 0.00% | +10 | New |
| AlphaMark Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $1.96K | 0.00% | +8 | New |
| Asset Dedication, LLC | 7 | $1.71K | 0.00% | −153−95.6% | Reduced |
| Rosenberg Matthew Hamilton | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $1.71K | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 7 | $1.71K | 0.00% | +5+250.0% | Added |
| Baldwin Brothers Inc | 7 | $1.71K | 0.00% | +7 | New |
| WealthCollab, LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $1.47K | 0.00% | +2+50.0% | Added |
| Toth Financial Advisory Corp | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $1.22K | 0.00% | +5 | New |
| Sanctuary Wealth Management, L.L.C. | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 5 | $1.22K | 0.00% | +5 | New |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | +4 | New |
| Tucker Asset Management LLC | 4 | $978 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3 | $734 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $734 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $733 | 0.00% | +2+200.0% | Added |
| JDM Financial Group LLC | 3 | $733 | 0.00% | +3 | New |
| Claris Advisors, LLC | 2 | $489 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 1 | $245 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Matrix Capital Management Company, LP | 0 | $0 | 0.00% | −1,586,043−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −710,000−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −671,260−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −518,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −205,820−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −185,107−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −184,351−100.0% | Sold out |
| Ami Asset Management Corp | 0 | $0 | 0.00% | −181,844−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −173,137−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −168,439−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −166,233−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −80,996−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −46,114−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −42,100−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −33,294−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −26,284−100.0% | Sold out |