| Darwin Advisors, LLC | 97 | $4.47K | 0.00% | +1+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $4.37K | 0.00% | −20−17.5% | Reduced |
| Mosley Wealth Management | 90 | $4.12K | 0.00% | +90 | New |
| Proathlete Wealth Management LLC | 89 | $4.09K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 88 | $4.05K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 86 | $3.95K | 0.00% | +86 | New |
| Barnes Dennig Private Wealth Management LLC | 85 | $3.91K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $3.59K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $3.49K | 0.00% | +45+145.2% | Added |
| Principia Wealth Advisory, LLC | 73 | $3.36K | 0.00% | +39+114.7% | Added |
| Clayton Financial Group LLC | 71 | $3.26K | 0.00% | −109−60.6% | Reduced |
| Burk Holdings LLC | 71 | $3.26K | 0.00% | +71 | New |
| Frazier Financial Advisors, LLC | 68 | $3.13K | 0.00% | −207−75.3% | Reduced |
| Retirement Wealth Solutions LLC | 68 | $3.13K | 0.00% | +68 | New |
| Lodestone Wealth Management LLC | 65 | $2.99K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 64 | $2.94K | 0.00% | −18−22.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 63 | $2.90K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 61 | $2.80K | 0.00% | −135−68.9% | Reduced |
| Abound Financial, LLC | 58 | $2.67K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 55 | $2.53K | 0.00% | −141−71.9% | Reduced |
| Aventus Investment Advisors, Inc. | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 45 | $2.07K | 0.00% | −89−66.4% | Reduced |
| Quaker Wealth Management, LLC | 43 | $1.98K | 0.00% | +7+19.4% | Added |
| WestEnd Advisors, LLC | 41 | $1.89K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 39 | $1.79K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 37 | $1.70K | 0.00% | +37 | New |
| TopTier Wealth Management, LLC | 34 | $1.56K | 0.00% | +34 | New |
| 1015 Capital Partners, LLC | 32 | $1.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $1.43K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 31 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 25 | $1.15K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 21 | $966 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 21 | $965 | 0.00% | +21 | New |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $920 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 16 | $743 | 0.00% | +16 | New |
| Davis Capital Management | 12 | $552 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 12 | $552 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 11 | $506 | 0.00% | +11 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $460 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 10 | $460 | 0.00% | +10 | New |
| First Pacific Financial | 9 | $414 | 0.00% | +9 | New |
| MidFirst Bank | 9 | $414 | 0.00% | +9 | New |
| Y.D. More Investments Ltd | 2,648 | $385 | 0.00% | −675−20.3% | Reduced |
| West Branch Capital LLC | 7 | $322 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $184 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 3 | $138 | 0.00% | +3 | New |
| Worth Financial Advisory Group, LLC | 825 | – | – | +825 | New |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −3,428,488−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,649,165−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −765,774−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −534,985−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −405,978−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −180,271−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −178,783−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −177,473−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −133,908−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −117,760−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −114,463−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −89,579−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −87,944−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −84,965−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −83,200−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −80,993−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −79,533−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −63,343−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −62,866−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −61,110−100.0% | Sold out |
| Woodbridge Co Ltd | 0 | $0 | 0.00% | −57,999−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −52,391−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −51,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −48,306−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −47,800−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −35,891−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,255−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −32,029−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −23,715−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −21,085−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Weaver C. Barksdale & Associates, Inc. | 0 | $0 | 0.00% | −18,822−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −18,710−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −18,709−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −18,096−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −16,659−100.0% | Sold out |
| Cane Capital Partners, LLC | 0 | $0 | 0.00% | −17,384−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −16,657−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −14,852−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −14,726−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −13,434−100.0% | Sold out |
| Barr E S & Co | 0 | $0 | 0.00% | −12,961−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −12,731−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −10,629−100.0% | Sold out |
| South Shore Capital Advisors | 0 | $0 | 0.00% | −10,592−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| Clark Financial Services Group Inc | 0 | $0 | 0.00% | −9,540−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −9,266−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,979−100.0% | Sold out |
