| Compass Financial Services Inc | 35 | $6.31K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 34 | $6.13K | 0.00% | +1+3.0% | Added |
| Kestra Investment Management, LLC | 34 | $6.13K | 0.00% | +34 | New |
| ORG Partners LLC | 33 | $5.95K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $5.41K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 30 | $5.41K | 0.00% | +30 | New |
| WealthCollab, LLC | 28 | $5.05K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 28 | $5.05K | 0.00% | +27+2,700.0% | Added |
| Golden State Wealth Management, LLC | 28 | $5.05K | 0.00% | +28 | New |
| Pathway Financial Advisers, LLC | 26 | $4.69K | 0.00% | +26 | New |
| Asset Dedication, LLC | 25 | $4.51K | 0.00% | −50−66.7% | Reduced |
| Clarity Asset Management, Inc. | 25 | $4.51K | 0.00% | +25 | New |
| CBIZ Investment Advisory Services, LLC | 25 | $4.51K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $4.00K | 0.00% | +5+26.3% | Added |
| First Pacific Financial | 22 | $3.97K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 20 | $3.61K | 0.00% | +4+25.0% | Added |
| Bell Investment Advisors, Inc | 19 | $3.43K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 19 | $3.43K | 0.00% | +19 | New |
| Ameriflex Group, Inc. | 16 | $3.24K | 0.00% | +16 | New |
| Tidemark, LLC | 17 | $3.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 13 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $2.35K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 12 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 12 | $2.17K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.80K | 0.00% | +5+100.0% | Added |
| HHM Wealth Advisors, LLC | 10 | $1.80K | 0.00% | +10 | New |
| Caldwell Sutter Capital, Inc. | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7 | $1.26K | 0.00% | −93−93.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $1.00K | 0.00% | +6+600.0% | Added |
| Hoey Investments, Inc | 5 | $903 | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 4 | $722 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $722 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $722 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $542 | 0.00% | +1+50.0% | Added |
| Rothschild Investment LLC | 3 | $541 | 0.00% | +1+50.0% | Added |
| PayPay Securities Corp | 3 | $541 | 0.02% | +1+50.0% | Added |
| Whipplewood Advisors, LLC | 3 | $541 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 2 | $382 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 2 | $367 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $361 | 0.00% | +1+100.0% | Added |
| Van Hulzen Asset Management, LLC | 2 | $361 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $361 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $361 | 0.00% | +2 | New |
| WPG Advisers, LLC | 2 | $361 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $307 | 0.00% | +2 | New |
| Core Alternative Capital | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $180 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $180 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 0 | $47 | 0.00% | 0 | Unchanged |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −627,896−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −399,516−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −329,719−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −116,667−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −93,500−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −45,849−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −43,940−100.0% | Sold out |
| Cota Capital Management, LLC | 0 | $0 | 0.00% | −29,242−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −29,029−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −28,997−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −18,311−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,309−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −15,860−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −10,923−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,453−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −10,371−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −285,299−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −9,030−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −8,627−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −8,423−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −8,109−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| KP Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −6,920−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,097−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −5,918−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,375−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,941−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |