| Tradewinds Capital Management, LLC | 35 | $6.95K | 0.00% | −20−36.4% | Reduced |
| Compass Financial Services Inc | 35 | $6.95K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 35 | $6.95K | 0.01% | +35 | New |
| Inlight Wealth Management, LLC | 33 | $6.55K | 0.00% | +33 | New |
| CBIZ Investment Advisory Services, LLC | 32 | $6.35K | 0.00% | +7+28.0% | Added |
| Bokf, NA | 31 | $6.15K | 0.00% | −695−95.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 28 | $6.00K | 0.01% | +21+300.0% | Added |
| Brown, Lisle/Cummings, Inc. | 30 | $5.95K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $5.95K | 0.00% | +11+57.9% | Added |
| WealthCollab, LLC | 28 | $5.56K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 28 | $5.56K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $5.36K | 0.00% | +27 | New |
| Cullen/Frost Bankers, Inc. | 26 | $5.16K | 0.00% | +13+100.0% | Added |
| Asset Dedication, LLC | 25 | $4.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $4.76K | 0.00% | +4+20.0% | Added |
| Bell Investment Advisors, Inc | 24 | $4.76K | 0.00% | +5+26.3% | Added |
| Strengthening Families & Communities, LLC | 23 | $4.55K | 0.00% | +2+9.5% | Added |
| First Pacific Financial | 22 | $4.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $3.37K | 0.00% | +7+70.0% | Added |
| Tidemark, LLC | 17 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 16 | $3.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 13 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 12 | $2.35K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $2.21K | 0.00% | +11 | New |
| Zions Bancorporation, National Association | 11 | $2.18K | 0.00% | +11 | New |
| Rossby Financial, LCC | 10 | $2.16K | 0.00% | +10 | New |
| Winthrop Capital Management, LLC | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| HHM Wealth Advisors, LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.80K | 0.00% | +7+350.0% | Added |
| Burkett Financial Services, LLC | 7 | $1.39K | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 6 | $1.21K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $1.19K | 0.00% | +4+200.0% | Added |
| TD Private Client Wealth LLC | 6 | $1.19K | 0.00% | +6 | New |
| Hantz Financial Services, Inc. | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| WealthTrak Capital Management LLC | 5 | $993 | 0.00% | +3+150.0% | Added |
| Sachetta, LLC | 5 | $993 | 0.00% | +5 | New |
| Global Trust Asset Management, LLC | 5 | $992 | 0.00% | −2−28.6% | Reduced |
| Stonebridge Financial Group, LLC | 4 | $794 | 0.00% | −154−97.5% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $794 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $794 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $794 | 0.00% | +1+33.3% | Added |
| AdvisorNet Financial, Inc | 4 | $794 | 0.00% | +2+100.0% | Added |
| Global Financial Private Client, LLC | 4 | $794 | 0.00% | +3+300.0% | Added |
| Cromwell Holdings LLC | 4 | $794 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $596 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $595 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $584 | 0.03% | −1−33.3% | Reduced |
| Winnow Wealth LLC | 3 | $499 | 0.00% | +1+50.0% | Added |
| Umb Bank N A | 2 | $397 | 0.00% | −58−96.7% | Reduced |
| WPG Advisers, LLC | 2 | $397 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $397 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $397 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $396 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $199 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $199 | 0.00% | +1 | New |
| Painted Porch Advisors LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $198 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 0 | $52 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −914,969−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −223,233−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −177,095−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −125,086−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −99,598−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −97,897−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −86,158−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −39,657−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −38,801−100.0% | Sold out |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −33,215−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −32,551−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −26,517−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −25,611−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −18,446−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,434−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −16,522−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −15,201−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −13,877−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,423−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,288−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −11,677−100.0% | Sold out |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −10,361−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,135−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −8,023−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,919−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,898−100.0% | Sold out |