| ORG Wealth Partners, LLC | 25 | $935 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $748 | 0.00% | +2+11.1% | Added |
| Key Financial Inc | 21 | $738 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $711 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 18 | $673 | 0.00% | +18 | New |
| Davis Capital Management | 17 | $636 | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 17 | $635 | 0.00% | +5+41.7% | Added |
| Plante Moran Financial Advisors, LLC | 15 | $561 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 15 | $561 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 15 | $531 | 0.00% | +15 | New |
| Financial Perspectives, Inc | 13 | $486 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $449 | 0.00% | −6−33.3% | Reduced |
| Pacific Center for Financial Services | 12 | $449 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 11 | $411 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $374 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 10 | $374 | 0.00% | +10 | New |
| Breakwater Investment Management | 10 | $374 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $372 | 0.00% | +1+11.1% | Added |
| Islay Capital Management, LLC | 9 | $337 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $302 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $300 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $299 | 0.00% | +4+100.0% | Added |
| Rialto Wealth Management, LLC | 6 | $225 | 0.00% | +3+100.0% | Added |
| Highline Wealth Partners LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $150 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $115 | 0.00% | −201−98.0% | Reduced |
| Albion Financial Group | 2 | $75 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $38 | 0.00% | −99−99.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $38 | 0.00% | +1 | New |
| Asset Planning,Inc | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 0 | $15 | 0.00% | 0 | New |
| Sawyer & Company, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 3,735 | – | – | +3,735 | New |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −5,339,131−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −2,195,736−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −1,256,592−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −1,175,354−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −785,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −589,074−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −525,000−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −442,400−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −420,000−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −357,890−100.0% | Sold out |
| Alden Global Capital LLC | 0 | $0 | 0.00% | −292,011−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −130,400−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −125,923−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −115,206−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −112,193−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −98,750−100.0% | Sold out |
| Anthracite Investment Company, Inc. | 0 | $0 | 0.00% | −98,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −86,480−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −84,935−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −65,105−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −63,696−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −60,510−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −59,015−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −56,494−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −48,098−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −30,957−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,510−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −19,283−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −19,083−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −13,948−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −13,775−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,941−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12,860−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −12,140−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −12,040−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −11,431−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −10,909−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −10,474−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −10,039−100.0% | Sold out |
| Empirical Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −9,347−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −8,409−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −8,407−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,714−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,176−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −7,098−100.0% | Sold out |
| Stablepoint Partners, LLC | 0 | $0 | 0.00% | −7,021−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −6,257−100.0% | Sold out |
| Gillespie Robinson & Grimm Inc | 0 | $0 | 0.00% | −6,025−100.0% | Sold out |
| M & L Capital Management Ltd | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Fullcircle Wealth LLC | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |