| Retirement Group, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Tevis Investment Management | 20 | $3.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 15 | $2.50K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −159,240−100.0% | Reduced |
| Dark Forest Capital Management LP | 12 | $2.00K | 0.00% | −719−98.4% | Reduced |
| Delos Wealth Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 15 | $2.00K | 0.00% | +15 | New |
| CVA Family Office, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Kathleen S. Wright Associates Inc. | 12 | $2.00K | 0.00% | +12 | New |
| William Allan, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Halpern Financial, Inc. | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7 | $1.00K | 0.00% | −250−97.3% | Reduced |
| Private Ocean, LLC | 5 | $1.00K | 0.00% | −139−96.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $1.00K | 0.00% | −56−91.8% | Reduced |
| Bogart Wealth, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| Mass General Brigham, Inc | 5,209 | $1.00K | 0.00% | +5,209 | New |
| GPS Wealth Strategies Group, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | +1 | New |
| Aquire Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | +1 | New |
| First Round Capital Management III, LLC | 4,692 | – | – | +4,692 | New |
| KPCB DGF II Associates, LLC | 0 | $0 | 0.00% | −1,074,178−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −1,061,000−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −411,286−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −222,680−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Thunderbird Partners LLP | 0 | $0 | 0.00% | −102,625−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −90,693−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −83,332−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −55,813−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| SherpaCapital, LLC | 0 | $0 | 0.00% | −49,124−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −47,017−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,296−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −37,226−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −32,670−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −32,442−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −26,390−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −21,232−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −18,139−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,907−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −15,649−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −10,897−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −10,541−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −10,308−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,324−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −8,157−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,478−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −6,831−100.0% | Sold out |
| Disruptive Technology Advisers LLC | 0 | $0 | 0.00% | −6,568−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Greytown Advisors Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Draper Asset Management, LLC | 0 | $0 | 0.00% | −1,991−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −1,318−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| StepStone Group LP | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |