| Kozak & Associates, Inc. | 11 | $5.87K | 0.00% | +11 | New |
| West Branch Capital LLC | 11 | $5.63K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $5.62K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $5.11K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $4.60K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $4.60K | 0.00% | +5+125.0% | Added |
| Founders Capital Management | 9 | $4.60K | 0.00% | +9 | New |
| Gradient Investments LLC | 8 | $4.09K | 0.00% | −1−11.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 8 | $4.09K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $4.09K | 0.00% | +8 | New |
| PFG Private Wealth Management, LLC | 7 | $3.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $3.07K | 0.00% | −3−33.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6 | $3.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $3.07K | 0.00% | +1+20.0% | Added |
| Provenance Wealth Advisors, LLC | 6 | $3.07K | 0.00% | +6 | New |
| Thompson Siegel & Walmsley LLC | 5 | $3.00K | 0.00% | +5 | New |
| PayPay Securities Corp | 5 | $2.56K | 0.12% | −1−16.7% | Reduced |
| Dakota Community Bank & Trust NA | 5 | $2.56K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $2.04K | 0.00% | −2−33.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 4 | $2.04K | 0.00% | −2−33.3% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $2.04K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4 | $2.04K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 4 | $2.04K | 0.00% | +4 | New |
| LGT Financial Advisors LLC | 4 | $2.04K | 0.00% | +4 | New |
| Centerpoint Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.53K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3 | $1.53K | 0.00% | +3 | New |
| Flaharty Asset Management, LLC | 3 | $1.53K | 0.00% | +3 | New |
| Register Financial Advisors LLC | 3 | $1.53K | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $1.02K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1 | $511 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $511 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $511 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 48,617 | – | – | +45,996+1,754.9% | Added |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −2,777,029−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −1,053,352−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −68,471−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −65,750−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −64,710−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −63,387−100.0% | Sold out |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −58,585−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −46,204−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −31,466−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −29,704−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −26,437−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,693−100.0% | Sold out |
| Tenere Capital LLC | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −11,541−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −10,339−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,228−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −7,196−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,832−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,396−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −6,071−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Resonate Capital, LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,745−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,046−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,431−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Orchard Capital Managment, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Peterson Wealth Management | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −513−100.0% | Sold out |
