| SJS Investment Consulting Inc. | 3 | $626 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $626 | 0.00% | +3 | New |
| Coppell Advisory Solutions LLC | 3 | $620 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $418 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $418 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $417 | 0.00% | −12−85.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 2 | $417 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $417 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $417 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $332 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $209 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $209 | 0.00% | +1 | New |
| SWAN Capital LLC | 1 | $209 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $209 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $209 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $209 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $209 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 1 | $208 | 0.00% | −2−66.7% | Reduced |
| Chesapeake Asset Management LLC | 1 | $208 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1 | $208 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −800,408−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −534,629−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −326,361−100.0% | Sold out |
| Rock Springs Capital Management LP | 0 | $0 | 0.00% | −114,500−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −60,386−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −53,154−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −39,243−100.0% | Sold out |
| VeriStar Capital Management LP | 0 | $0 | 0.00% | −28,474−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −23,179−100.0% | Sold out |
| Exome Asset Management LLC | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Robocap Asset Management Ltd | 0 | $0 | 0.00% | −15,761−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,783−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −13,146−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |
| Pictet North America Advisors SA | 0 | $0 | 0.00% | −8,143−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −7,261−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −7,182−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −7,120−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,852−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,542−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −5,255−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −3,849−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,083−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −2,762−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −2,017−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| WD Rutherford LLC | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Dohj, LLC | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Callahan Advisors, LLC | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Continental Investors Services, Inc. | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |