| MRP Capital Investments, LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 25 | $4.07K | 0.18% | +5+25.0% | Added |
| Criterion Capital Advisors, LLC | 17 | $4.01K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 24 | $3.90K | 0.00% | +24 | New |
| Winch Advisory Services, LLC | 23 | $3.67K | 0.00% | −21−47.7% | Reduced |
| WealthTrak Capital Management LLC | 22 | $3.58K | 0.00% | +22 | New |
| Kozak & Associates, Inc. | 20 | $3.40K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 20 | $3.25K | 0.00% | +20 | New |
| Legacy Investment Solutions, LLC | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 18 | $2.93K | 0.00% | +18 | New |
| Winnow Wealth LLC | 18 | $2.92K | 0.00% | +18 | New |
| FLP Wealth Management, LLC | 17 | $2.84K | 0.01% | +17 | New |
| Legacy Bridge, LLC | 17 | $2.77K | 0.00% | −85−83.3% | Reduced |
| New Age Alpha Advisors, LLC | 15 | $2.44K | 0.00% | −32−68.1% | Reduced |
| TD Capital Management LLC | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 13 | $2.13K | 0.00% | −8−38.1% | Reduced |
| Vermillion Wealth Management, Inc. | 13 | $2.11K | 0.00% | +13 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $1.79K | 0.00% | −1−8.3% | Reduced |
| Parkworth Wealth Management, Inc. | 11 | $1.79K | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $1.79K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 10 | $1.63K | 0.00% | +10 | New |
| Riverview Trust Co | 9 | $1.46K | 0.00% | −3−25.0% | Reduced |
| DecisionPoint Financial, LLC | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 9 | $1.46K | 0.00% | +9 | New |
| New Wave Wealth Advisors LLC | 7 | $1.14K | 0.00% | −1,784−99.6% | Reduced |
| Your Advocates Ltd., LLP | 6 | $981 | 0.00% | +1+20.0% | Added |
| NBC Securities, Inc. | 5 | $832 | 0.08% | −3,704−99.9% | Reduced |
| Iron Horse Wealth Management, LLC | 5 | $813 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $813 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $651 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $651 | 0.00% | +4 | New |
| Lavaca Capital LLC | 4 | $651 | 0.00% | +4 | New |
| Pacific Center for Financial Services | 0 | $7 | 0.00% | 0 | Unchanged |
| Union Bancaire Privee, UBP SA | 94,098 | – | – | +94,098 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −1,710,890−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −242,814−100.0% | Sold out |
| Value Aligned Research Advisors, LLC | 0 | $0 | 0.00% | −241,604−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −168,769−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −80,603−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −68,669−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −64,872−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −63,584−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −56,526−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −54,981−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −45,782−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −45,649−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −44,927−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −41,296−100.0% | Sold out |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Dnca Finance | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −24,145−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −23,654−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,371−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −20,205−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −17,481−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,609−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −16,191−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −15,984−100.0% | Sold out |
| Whitford Management LLC | 0 | $0 | 0.00% | −15,966−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,522−100.0% | Sold out |
| Milestones Administradora de Recursos Ltda. | 0 | $0 | 0.00% | −12,950−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −12,535−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −9,143−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,689−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −8,575−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −8,524−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −8,465−100.0% | Sold out |
| Roof Eidam & Maycock | 0 | $0 | 0.00% | −8,080−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,065−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −5,548−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Park Edge Advisors, LLC | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
