| Bullock Wealth Management Group | 6 | $698 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $686 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $686 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 6 | $685 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $685 | 0.00% | +1+20.0% | Added |
| Hughes Financial Services, LLC | 6 | $685 | 0.00% | +3+100.0% | Added |
| Cornerstone Financial Management LLC | 5 | $571 | 0.00% | −6−54.5% | Reduced |
| Salem Investment Counselors Inc | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $571 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $571 | 0.00% | +5 | New |
| Northstar Asset Management LLC | 4 | $458 | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $457 | 0.00% | −309−98.7% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $457 | 0.00% | −5−55.6% | Reduced |
| Rialto Wealth Management, LLC | 4 | $457 | 0.00% | −5−55.6% | Reduced |
| TFC Financial Management | 4 | $457 | 0.00% | −4−50.0% | Reduced |
| South State Corp. | 4 | $457 | 0.00% | −2−33.3% | Reduced |
| Hilltop National Bank | 4 | $457 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $457 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 4 | $457 | 0.00% | +2+100.0% | Added |
| Bare Financial Services, Inc | 4 | $457 | 0.00% | +4 | New |
| Provenance Wealth Advisors, LLC | 3 | $343 | 0.00% | −56−94.9% | Reduced |
| Advocate Investing Services LLC | 3 | $343 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $343 | 0.00% | +1+50.0% | Added |
| Cape Investment Advisory, Inc. | 3 | $343 | 0.00% | +3 | New |
| Kingdom Financial Group LLC. | 2 | $228 | 0.00% | −27−93.1% | Reduced |
| Cheviot Value Management, LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $228 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $117 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $115 | 0.00% | −4−80.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $115 | 0.00% | −2−66.7% | Reduced |
| Montag A & Associates Inc | 1 | $115 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $115 | 0.00% | +1 | New |
| Silvant Capital Management LLC | 1 | $114 | 0.00% | −4,220−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1 | $114 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $114 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $114 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $114 | 0.00% | +1 | New |
| Gen-Wealth Partners Inc | 1 | $114 | 0.00% | +1 | New |
| Sims Investment Management, LLC | 1 | $114 | 0.00% | +1 | New |
| Cordant, Inc. | 1 | $99 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $84 | 0.00% | 0 | New |
| GFS Advisors, LLC | 140 | – | – | +140 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −980,568−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −598,867−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −97,093−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −88,335−100.0% | Sold out |
| Intercapital, LLC | 0 | $0 | 0.00% | −87,000−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −77,472−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −76,749−100.0% | Sold out |
| Pacific Heights Asset Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −72,146−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −71,936−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −71,067−100.0% | Sold out |
| Tyro Capital Management LLC | 0 | $0 | 0.00% | −62,544−100.0% | Sold out |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −50,442−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −37,218−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −35,157−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −33,342−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −31,630−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −31,540−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −24,777−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −24,452−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −22,124−100.0% | Sold out |
| Leibman Financial Services, Inc. | 0 | $0 | 0.00% | −19,930−100.0% | Sold out |
| BLI - Banque de Luxembourg Investments | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −18,941−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −18,035−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −16,885−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,322−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| one8zero8, LLC | 0 | $0 | 0.00% | −14,520−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,336−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −14,114−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −14,102−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −13,576−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −13,335−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −12,470−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −9,341−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −8,341−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| Monte Financial Group, LLC | 0 | $0 | 0.00% | −8,216−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −6,953−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −6,783−100.0% | Sold out |
