| Marshall Investment Management, LLC | 30 | $4.20K | 0.00% | +30 | New |
| Investment Counsel Co of Nevada | 30 | $4.20K | 0.01% | +30 | New |
| Whipplewood Advisors, LLC | 29 | $4.06K | 0.00% | −192−86.9% | Reduced |
| Strengthening Families & Communities, LLC | 28 | $3.92K | 0.00% | +28 | New |
| Persistent Asset Partners Ltd | 26 | $3.64K | 0.00% | −8,213−99.7% | Reduced |
| S&T Bank | 26 | $3.64K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 26 | $3.64K | 0.00% | +9+52.9% | Added |
| DecisionPoint Financial, LLC | 25 | $3.50K | 0.00% | +11+78.6% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 24 | $3.40K | 0.00% | −91−79.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 23 | $3.23K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 21 | $2.94K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $2.80K | 0.00% | +20 | New |
| Tidemark, LLC | 18 | $2.52K | 0.00% | +5+38.5% | Added |
| Stone House Investment Management, LLC | 17 | $2.38K | 0.00% | +3+21.4% | Added |
| Community Financial Services Group, LLC | 16 | $2.24K | 0.00% | −33−67.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 16 | $2.24K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 15 | $2.10K | 0.00% | +15 | New |
| Seneschal Advisors, LLC | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 13 | $1.82K | 0.00% | +13 | New |
| Atlantic Private Wealth, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 9 | $1.24K | 0.00% | +9 | New |
| Napier Financial, LLC | 8 | $1.12K | 0.00% | −7−46.7% | Reduced |
| Coppell Advisory Solutions LLC | 10,291 | $1.07K | 0.00% | +10,291 | New |
| NorthAvenue LLC | 7 | $980 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 7 | $980 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 7 | $932 | 0.00% | +7 | New |
| HighMark Wealth Management LLC | 6 | $874 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $840 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $703 | 0.00% | +5 | New |
| Tacita Capital Inc | 5 | $700 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 5 | $700 | 0.01% | +4+400.0% | Added |
| IAG Wealth Partners, LLC | 4 | $560 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $560 | 0.00% | +4 | New |
| CGC Financial Services, LLC | 3 | $420 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 3 | $420 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1 | $139 | 0.00% | −2,804−100.0% | Reduced |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −674,674−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −330,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −263,975−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −217,290−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −216,961−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −180,620−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −159,728−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −107,000−100.0% | Sold out |
| RH Tailwind Management, LLC | 0 | $0 | 0.00% | −90,679−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −79,966−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −74,510−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −64,339−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −64,260−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −59,530−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −43,856−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −42,448−100.0% | Sold out |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Boundless Plain Holdings Ltd | 0 | $0 | 0.00% | −37,944−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −28,743−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −20,771−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −20,309−100.0% | Sold out |
| WESPAC Advisors SoCal, LLC | 0 | $0 | 0.00% | −19,319−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −16,452−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −17,657−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −15,739−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −14,673−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,161−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −7,755−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Brickwood Asset Management LLP | 0 | $0 | 0.00% | −7,356−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,329−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −7,249−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| ADAPT Investment Managers SA | 0 | $0 | 0.00% | −5,801−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −5,351−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| SGL Investment Advisors, Inc. | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,247−100.0% | Sold out |
| Steinberg Asset Management LLC | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −3,066−100.0% | Sold out |
| Custos Family Office, LLC | 0 | $0 | 0.00% | −2,647−100.0% | Sold out |
| Asset Allocation & Management Company, LLC | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| TT Capital Management LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
