| Aventura Private Wealth, LLC | 25 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $2.64K | 0.00% | +3+14.3% | Added |
| High Note Wealth, LLC | 24 | $2.64K | 0.00% | +3+14.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 23 | $2.53K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 23 | $2.53K | 0.01% | +23 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $2.42K | 0.00% | +22 | New |
| Koesten, Hirschmann & Crabtree, INC. | 22 | $2.37K | 0.00% | −102−82.3% | Reduced |
| City State Bank | 21 | $2.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $2.20K | 0.00% | +10+100.0% | Added |
| J.Safra Asset Management Corp | 20 | $2.20K | 0.00% | +20 | New |
| Caitlin John, LLC | 20 | $2.17K | 0.00% | +20 | New |
| Fortis Group Advisors, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $2.09K | 0.00% | +2+11.8% | Added |
| Wealth Watch Advisors, INC | 19 | $2.09K | 0.00% | +19 | New |
| TFC Financial Management | 17 | $1.87K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 17 | $1.87K | 0.00% | +17 | New |
| IMA Wealth, Inc. | 15 | $1.66K | 0.00% | +2+15.4% | Added |
| Stone House Investment Management, LLC | 14 | $1.54K | 0.00% | +14 | New |
| Smallwood Wealth Investment Management, LLC | 13 | $1.43K | 0.00% | +13 | New |
| North Ridge Wealth Advisors, Inc. | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 11 | $1.21K | 0.00% | +11 | New |
| Comprehensive Financial Planning, Inc. | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 10 | $1.09K | 0.00% | +10 | New |
| Lowe Wealth Advisors, LLC | 9 | $990 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $990 | 0.00% | +3+50.0% | Added |
| Texas Capital Bancshares Inc | 9 | $990 | 0.00% | +9 | New |
| New Millennium Group LLC | 8 | $898 | 0.00% | −1−11.1% | Reduced |
| Davis Capital Management | 8 | $880 | 0.00% | +8 | New |
| Bank of New Hampshire | 7 | $770 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 7 | $770 | 0.00% | +7 | New |
| Avalon Trust Co | 5 | $550 | 0.00% | −4−44.4% | Reduced |
| Logan Capital Management Inc | 5 | $550 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $550 | 0.00% | +5 | New |
| Breakwater Investment Management | 4 | $440 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 3 | $330 | 0.00% | −259−98.9% | Reduced |
| Scarborough Advisors, LLC | 3 | $330 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $220 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $110 | 0.00% | −15−93.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SurgoCap Partners LP | 0 | $0 | 0.00% | −1,091,966−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −700,053−100.0% | Sold out |
| Talaria Asset Management Pty Ltd | 0 | $0 | 0.00% | −371,000−100.0% | Sold out |
| Albar Capital Partners LLP | 0 | $0 | 0.00% | −393,118−100.0% | Sold out |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −294,600−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −283,684−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −263,061−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −246,493−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −134,351−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −82,765−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −66,171−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −41,745−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −30,568−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −30,489−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −29,712−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −27,570−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −24,691−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −22,127−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −17,947−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,718−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −15,635−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −14,523−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −11,598−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −11,555−100.0% | Sold out |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −10,063−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −8,896−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,776−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,528−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Sherman Porfolios, LLC | 0 | $0 | 0.00% | −7,896−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −7,282−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −7,179−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −6,769−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,698−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,312−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −6,062−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −5,884−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −5,799−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −5,305−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −5,243−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,124−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −5,004−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −4,671−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −3,954−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,881−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −3,181−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,002−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −2,908−100.0% | Sold out |