| Bogart Wealth, LLC | 62 | $7.26K | 0.00% | +48+342.9% | Added |
| Hazlett, Burt & Watson, Inc. | 55 | $7.00K | 0.00% | +55 | New |
| Capital Analysts, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Clearstead Advisors, LLC | 51 | $5.97K | 0.00% | −419−89.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 50 | $5.85K | 0.00% | +50 | New |
| Geneos Wealth Management Inc. | 50 | $5.85K | 0.00% | +50 | New |
| High Note Wealth, LLC | 49 | $5.74K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 49 | $5.74K | 0.00% | +2+4.3% | Added |
| AXS Investments LLC | 45 | $5.27K | 0.00% | −28−38.4% | Reduced |
| Cedar Mountain Advisors, LLC | 45 | $5.27K | 0.00% | +45 | New |
| Portus Wealth Advisors, LLC | 45 | $5.27K | 0.00% | +45 | New |
| Zions Bancorporation, National Association | 44 | $5.15K | 0.00% | +33+300.0% | Added |
| Chesapeake Asset Management LLC | 43 | $5.03K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $4.68K | 0.00% | +33+471.4% | Added |
| J.Safra Asset Management Corp | 36 | $4.21K | 0.00% | +36 | New |
| Whipplewood Advisors, LLC | 32 | $3.75K | 0.00% | +32 | New |
| Torren Management, LLC | 30 | $3.51K | 0.00% | −1,777−98.3% | Reduced |
| Birchwood Financial Partners, Inc. | 28 | $3.28K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 28 | $3.28K | 0.00% | +12+75.0% | Added |
| Elequin Capital LP | 26 | $3.04K | 0.00% | +26 | New |
| Westside Investment Management, Inc. | 25 | $2.93K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 25 | $2.92K | 0.00% | −3−10.7% | Reduced |
| Financial Consulate, Inc | 23 | $2.69K | 0.00% | +18+360.0% | Added |
| Dunhill Financial, LLC | 22 | $2.59K | 0.00% | +9+69.2% | Added |
| Cornerstone Planning Group LLC | 22 | $2.58K | 0.00% | +22 | New |
| Bryn Mawr Trust Co | 22 | $2.58K | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 21 | $2.46K | 0.00% | +6+40.0% | Added |
| Whittier Trust Co of Nevada Inc | 19 | $2.41K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $2.34K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $2.34K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 20 | $2.34K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 17 | $1.99K | 0.00% | +16+1,600.0% | Added |
| SHP Wealth Management | 16 | $1.87K | 0.00% | +16 | New |
| WPG Advisers, LLC | 14 | $1.64K | 0.00% | −26−65.0% | Reduced |
| Stone House Investment Management, LLC | 13 | $1.52K | 0.00% | +13 | New |
| Salomon & Ludwin, LLC | 11 | $1.42K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $1.41K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 12 | $1.41K | 0.00% | +12 | New |
| IMA Wealth, Inc. | 12 | $1.40K | 0.00% | +12 | New |
| Silicon Valley Capital Partners | 11 | $1.29K | 0.00% | +11 | New |
| Wall Street Financial Group, Inc. | 9 | $1.05K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 8 | $937 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 8 | $937 | 0.00% | +8 | New |
| Marquette Asset Management, LLC | 7 | $820 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $820 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $702 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 6 | $702 | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $481 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $469 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $468 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 3 | $351 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $351 | 0.00% | +3 | New |
| Rossby Financial, LCC | 2 | $241 | 0.00% | +1+100.0% | Added |
| Intentional Wealth Strategies, LLC | 2 | $234 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $234 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 1 | $127 | 0.00% | −112−99.1% | Reduced |
| TFC Financial Management | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $118 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1 | $117 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | +5 | New |
| Strategic Investment Solutions, Inc. | 50 | – | – | +50 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −1,855,800−100.0% | Sold out |
| Nut Tree Capital Management, LP | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −612,205−100.0% | Sold out |
| Avala Global LP | 0 | $0 | 0.00% | −464,600−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −455,965−100.0% | Sold out |
| Tekne Capital Management, LLC | 0 | $0 | 0.00% | −265,000−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −262,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −212,021−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −180,087−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −175,250−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −156,105−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −150,924−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −144,099−100.0% | Sold out |
| Knighthead Capital Management, LLC | 0 | $0 | 0.00% | −125,031−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −110,498−100.0% | Sold out |
| Gem Investment Advisors, LLC | 0 | $0 | 0.00% | −102,383−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −87,273−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −61,999−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −51,891−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −36,925−100.0% | Sold out |
| Dodge & Cox | 0 | $0 | 0.00% | −32,443−100.0% | Sold out |
| Venator Management LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −25,880−100.0% | Sold out |
| Arvin Capital Management LP | 0 | $0 | 0.00% | −25,800−100.0% | Sold out |
| Candelo Capital Management LP | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −15,810−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,417−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −14,293−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −13,868−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −10,914−100.0% | Sold out |
| Guardian Partners Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,014−100.0% | Sold out |