| Continuum Advisory, LLC | 18 | $1.60K | 0.00% | +6+50.0% | Added |
| CVA Family Office, LLC | 15 | $1.34K | 0.00% | +10+200.0% | Added |
| Highline Wealth Partners LLC | 15 | $1.34K | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 13 | $1.16K | 0.00% | +5+62.5% | Added |
| Berkshire Capital Holdings Inc | 10 | $891 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 10 | $891 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 10 | $891 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $891 | 0.00% | +10 | New |
| Harbour Investments, Inc. | 8 | $713 | 0.00% | −12−60.0% | Reduced |
| Hughes Financial Services, LLC | 7 | $639 | 0.00% | +7 | New |
| Ronald Blue Trust, Inc. | 7 | $624 | 0.00% | −1,852−99.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 7 | $624 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 6 | $535 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $446 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $417 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 4 | $356 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 3 | $268 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $268 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $268 | 0.00% | +3 | New |
| Steward Partners Investment Advisory, LLC | 3 | $267 | 0.00% | −1−25.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2 | $179 | 0.00% | +2 | New |
| Rothschild Investment LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2 | $178 | 0.00% | +2 | New |
| Vision Financial Markets LLC | 2 | $178 | 0.00% | +2 | New |
| Cromwell Holdings LLC | 2 | $178 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 1 | $90 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $89 | 0.00% | −2−66.7% | Reduced |
| Cornerstone Planning Group LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 0 | $26 | 0.00% | 0 | New |
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −359,283−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −318,671−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −228,555−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −159,857−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −110,387−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −79,051−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −64,136−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −49,141−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,234−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −21,133−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −20,588−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,477−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,568−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,939−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| LB Partners LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,947−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,104−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −6,505−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −4,969−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −4,811−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,479−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −4,265−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,031−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| EnRich Financial Partners LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Fernwood Investment Management, LLC | – | – | – | – | Not filed |
| River & Mercantile Asset Management LLP | – | – | – | – | Not filed |
| Avitas Wealth Management LLC | – | – | – | – | Not filed |
| Natixis Investment Managers International | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
