| HWG Holdings LP | 10 | $10.1K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $10.1K | 0.01% | +10 | New |
| Rocky Mountain Advisers, LLC | 9 | $9.10K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $9.10K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $8.72K | 0.00% | +1+12.5% | Added |
| Raleigh Capital Management Inc. | 8 | $8.57K | 0.00% | +7+700.0% | Added |
| Bogart Wealth, LLC | 8 | $8.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $8.00K | 0.00% | +1+14.3% | Added |
| Cedar Wealth Management, LLC | 7 | $7.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $7.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $7.08K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $7.08K | 0.01% | +7 | New |
| Rakuten Securities, Inc. | 7 | $7.08K | 0.01% | +7 | New |
| Fairman Group, LLC | 7 | $7.08K | 0.01% | +7 | New |
| Tradition Wealth Management, LLC | 7 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $6.73K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $6.52K | 0.00% | +3+100.0% | Added |
| Baystate Wealth Management LLC | 6 | $6.29K | 0.00% | +6 | New |
| Lee Financial Co | 6 | $6.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $6.07K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $6.07K | 0.00% | +6 | New |
| Long Island Wealth Management, Inc. | 6 | $6.00K | 0.00% | +6 | New |
| LGT Financial Advisors LLC | 5 | $5.06K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $5.06K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $5.06K | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 5 | $5.06K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $4.05K | 0.00% | −1−20.0% | Reduced |
| Hollencrest Capital Management | 4 | $4.05K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4 | $4.05K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $4.05K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4 | $4.05K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $4.05K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $4.05K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4 | $4.00K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $3.13K | 0.00% | +3 | New |
| Creative Financial Designs Inc | 3 | $3.04K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $3.04K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 3 | $3.04K | 0.00% | +3 | New |
| Frank, Rimerman Advisors LLC | 3 | $3.04K | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $3.04K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 3 | $3.03K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2 | $2.02K | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $1.86K | 0.00% | +2 | New |
| Sofos Investments, Inc. | 1 | $1.77K | 0.00% | +1 | Added |
| LM Advisors LLC | 1 | $1.48K | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $1.05K | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $1.01K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $1.01K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $1.01K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $1.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.01K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $1.01K | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 1 | $1.01K | 0.00% | +1 | New |
| Plato Investment Management Ltd | 1 | $1.01K | 0.00% | +1 | New |
| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −436,740−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −61,010−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −14,821−100.0% | Sold out |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −8,689−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −5,567−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −5,398−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cat Rock Capital Management LP | 0 | $0 | 0.00% | −4,438−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Long Path Partners LP | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,147−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |