| Anchor Investment Management, LLC | 15 | $5.76K | 0.00% | +15 | New |
| Sachetta, LLC | 15 | $5.76K | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 13 | $5.00K | 0.00% | +13 | New |
| Ameritas Advisory Services, LLC | 13 | $5.00K | 0.00% | −752−98.3% | Reduced |
| Aspect Partners, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 12 | $4.61K | 0.00% | +12 | New |
| West Paces Advisors Inc. | 12 | $4.61K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 11 | $4.23K | 0.00% | −247−95.7% | Reduced |
| Global Trust Asset Management, LLC | 11 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $4.23K | 0.00% | +8+266.7% | Added |
| Synergy Investment Management, LLC | 13 | $4.11K | 0.00% | +13 | New |
| Pittenger & Anderson Inc | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $3.84K | 0.00% | +4+66.7% | Added |
| Princeton Global Asset Management LLC | 10 | $3.84K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $3.46K | 0.00% | +8+800.0% | Added |
| Hughes Financial Services, LLC | 8 | $3.07K | 0.00% | +7+700.0% | Added |
| Manning & Napier Advisors LLC | 7 | $2.79K | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $2.69K | 0.00% | −1−12.5% | Reduced |
| HM Payson & Co | 7 | $2.69K | 0.00% | +7 | New |
| Wealth Enhancement Trust Services, Inc. | 6 | $2.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $2.31K | 0.00% | +6 | New |
| Avion Wealth | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| MCF Advisors LLC | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 5 | $1.92K | 0.01% | +5 | New |
| Kilter Group LLC | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $1.54K | 0.00% | +2+100.0% | Added |
| Cornerstone Financial Management LLC | 4 | $1.54K | 0.00% | +1+33.3% | Added |
| South State Corp. | 3 | $1.15K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3 | $1.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $1.15K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $1.15K | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 2 | $769 | 0.00% | +1+100.0% | Added |
| TD Private Client Wealth LLC | 2 | $769 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $769 | 0.00% | +2 | New |
| Marshall Investment Management, LLC | 2 | $769 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $769 | 0.00% | +2 | New |
| CVA Family Office, LLC | 1 | $384 | 0.00% | −6−85.7% | Reduced |
| Horizon Investments, LLC | 1 | $384 | 0.00% | −1−50.0% | Reduced |
| SHP Wealth Management | 1 | $384 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $384 | 0.00% | +1 | New |
| Proathlete Wealth Management LLC | 1 | $384 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $384 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $384 | 0.00% | +1 | New |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −1,817,947−100.0% | Sold out |
| Atalan Capital Partners, LP | 0 | $0 | 0.00% | −229,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −90,995−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −76,237−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −58,984−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −54,929−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −46,075−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Stenahm Asset Managment Ltd | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −18,490−100.0% | Sold out |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −17,583−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,614−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −17,583−100.0% | Sold out |
| KP Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −8,713−100.0% | Sold out |
| Axon Capital LP | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −7,490−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −6,285−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −5,970−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,951−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,036−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| PensionDanmark Pensionsforsikringsaktieselskab | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Walser Wealth Management Company, A Ltd Liability Co | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| OneAscent Investment Solutions LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Saranac Partners Ltd | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
