| MTM Investment Management, LLC | 14 | $4.21K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $4.21K | 0.00% | +4+40.0% | Added |
| Brown, Lisle/Cummings, Inc. | 14 | $4.12K | 0.00% | +7+100.0% | Added |
| Financial Network Wealth Advisors LLC | 13 | $3.92K | 0.00% | −2−13.3% | Reduced |
| Private Trust Co NA | 13 | $3.91K | 0.00% | −62−82.7% | Reduced |
| Cornerstone Financial Management LLC | 13 | $3.91K | 0.00% | +5+62.5% | Added |
| First Pacific Financial | 13 | $3.91K | 0.00% | +13 | New |
| Foster Dykema Cabot & Partners, LLC | 12 | $3.61K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 11 | $3.31K | 0.00% | +11 | New |
| Chilton Capital Management LLC | 10 | $3.01K | 0.00% | −16−61.5% | Reduced |
| Valued Wealth Advisors LLC | 10 | $3.01K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 10 | $3.01K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 10 | $3.01K | 0.00% | +10 | New |
| Armstrong Advisory Group, Inc | 9 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $2.71K | 0.00% | −1−10.0% | Reduced |
| Ares Financial Consulting, LLC | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $2.50K | 0.00% | −41−83.7% | Reduced |
| Rachor Investment Advisory Services, LLC | 8 | $2.41K | 0.00% | −1−11.1% | Reduced |
| First United Bank Trust | 8 | $2.41K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $2.24K | 0.00% | −1,796−99.6% | Reduced |
| Maseco LLP | 7 | $2.11K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.11K | 0.00% | −7−50.0% | Reduced |
| McGuire Capital Advisors Inc | 7 | $2.11K | 0.00% | −3−30.0% | Reduced |
| Key Capital Management, INC | 7 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $2.11K | 0.00% | +5+250.0% | Added |
| Hughes Financial Services, LLC | 7 | $2.11K | 0.00% | +5+250.0% | Added |
| United Financial Planning Group LLC | 7 | $2.11K | 0.00% | +7 | New |
| Atlantic Trust, LLC | 6 | $1.80K | 0.00% | −19−76.0% | Reduced |
| First Eagle Investment Management, LLC | 6 | $1.80K | 0.00% | −4−40.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 6 | $1.80K | 0.00% | −2−25.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $1.80K | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $1.80K | 0.00% | +6 | New |
| SHP Wealth Management | 6 | $1.69K | 0.00% | −7−53.8% | Reduced |
| Rialto Wealth Management, LLC | 5 | $1.50K | 0.00% | −1−16.7% | Reduced |
| Aspect Partners, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.50K | 0.00% | +1+25.0% | Added |
| 1015 Capital Partners, LLC | 5 | $1.50K | 0.00% | +1+25.0% | Added |
| Vermillion Wealth Management, Inc. | 5 | $1.50K | 0.00% | +5 | New |
| Operose Advisors LLC | 5 | $1.50K | 0.00% | +5 | New |
| Marshall Investment Management, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Basepoint Wealth LLC | 4 | $1.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.20K | 0.00% | +3+300.0% | Added |
| Bruce G. Allen Investments, LLC | 4 | $1.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $1.20K | 0.00% | +1+33.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 4 | $1.20K | 0.00% | +4 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | −4−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $903 | 0.00% | −8−72.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 3 | $903 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $902 | 0.00% | −1−25.0% | Reduced |
| Alerus Financial NA | 3 | $902 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $602 | 0.00% | −7−77.8% | Reduced |
| Seneschal Advisors, LLC | 2 | $602 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $602 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $602 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $602 | 0.00% | +1+100.0% | Added |
| Curio Wealth, LLC | 2 | $602 | 0.00% | +2 | New |
| Golden State Equity Partners | 2 | $601 | 0.00% | +2 | New |
| Torren Management, LLC | 1 | $303 | 0.00% | −23−95.8% | Reduced |
| Johnson Financial Group, Inc. | 1 | $301 | 0.00% | −43−97.7% | Reduced |
| TFC Financial Management | 1 | $301 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $301 | 0.00% | +1 | New |
| American National Bank | 1 | $300 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $300 | 0.00% | 00.0% | Unchanged |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −510,000−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −445,280−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −441,845−100.0% | Sold out |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −254,813−100.0% | Sold out |
| Tremblant Capital Group | 0 | $0 | 0.00% | −222,165−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −176,200−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −118,294−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Solel Partners LP | 0 | $0 | 0.00% | −87,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −78,252−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −67,008−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −52,206−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −44,139−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −35,656−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −26,127−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −21,322−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −16,239−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −14,660−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −9,876−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,744−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,794−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,099−100.0% | Sold out |
