| True Wealth Design, LLC | 18 | $3.54K | 0.00% | −89−83.2% | Reduced |
| TFC Financial Management | 17 | $3.43K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $3.43K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 17 | $3.43K | 0.00% | +17 | New |
| Guardian Wealth Management, Inc. | 16 | $3.32K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 16 | $3.23K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 15 | $3.03K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 15 | $3.02K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $2.82K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 14 | $2.82K | 0.00% | 00.0% | Unchanged |
| Motco | 14 | $2.82K | 0.00% | +1+7.7% | Added |
| Principia Wealth Advisory, LLC | 13 | $2.80K | 0.00% | +5+62.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 13 | $2.64K | 0.00% | +13 | New |
| Main Street Group, LTD | 13 | $2.62K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 11 | $2.22K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $1.98K | 0.11% | −8−47.1% | Reduced |
| WealthTrak Capital Management LLC | 9 | $1.81K | 0.00% | −1−10.0% | Reduced |
| Cedar Wealth Management, LLC | 9 | $1.81K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 8 | $1.61K | 0.00% | +8 | New |
| Binnacle Investments Inc | 8 | $1.61K | 0.00% | +8 | New |
| Toth Financial Advisory Corp | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.41K | 0.00% | +7 | New |
| SWAN Capital LLC | 7 | $1.41K | 0.00% | +7 | New |
| Winnow Wealth LLC | 7 | $1.38K | 0.00% | +2+40.0% | Added |
| Strengthening Families & Communities, LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 6 | $1.21K | 0.00% | +6 | New |
| Blume Capital Management, Inc. | 6 | $1.21K | 0.00% | +6 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.21K | 0.00% | +6 | New |
| Barnes Dennig Private Wealth Management LLC | 6 | $1.21K | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Investors Research Corp | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 4 | $807 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $623 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $606 | 0.00% | +3 | New |
| Clear Investment Research, LLC | 2 | $404 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $403 | 0.00% | +1+100.0% | Added |
| GoalVest Advisory LLC | 2 | $403 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $403 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $202 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $202 | 0.00% | +1 | New |
| Legacy Bridge, LLC | 1 | $128 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −1,737,526−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −379,100−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −345,332−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −166,200−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −140,786−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −125,779−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −106,716−100.0% | Sold out |
| Two Seas Capital LP | 0 | $0 | 0.00% | −98,463−100.0% | Sold out |
| Avala Global LP | 0 | $0 | 0.00% | −95,018−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −66,700−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −61,788−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −53,512−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −47,118−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −45,134−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −39,347−100.0% | Sold out |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −25,701−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,004−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −18,895−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −17,107−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −15,457−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −15,107−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −14,236−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −13,289−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −12,250−100.0% | Sold out |
| First National Bank of Mount Dora, Trust Investment Services | 0 | $0 | 0.00% | −10,115−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| Ripple Effect Asset Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −9,711−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −8,890−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −8,641−100.0% | Sold out |
| FCG Investment Co | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| Wahed Invest LLC | 0 | $0 | 0.00% | −7,872−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −7,660−100.0% | Sold out |
| Gladstone Capital Management LLP | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| Kapstone Financial Advisors LLC | 0 | $0 | 0.00% | −5,238−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −6,739−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −6,645−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −6,614−100.0% | Sold out |
| Terra Nova Asset Management LLC | 0 | $0 | 0.00% | −6,597−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −5,358−100.0% | Sold out |