| Dogwood Wealth Management LLC | 63 | $7.37K | 0.00% | +63 | New |
| Hughes Financial Services, LLC | 50 | $6.29K | 0.00% | +5+11.1% | Added |
| LGT Financial Advisors LLC | 54 | $6.19K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 53 | $6.05K | 0.00% | +3+6.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 49 | $5.65K | 0.00% | −1,121−95.8% | Reduced |
| GHP Investment Advisors, Inc. | 48 | $5.48K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $5.36K | 0.00% | +47 | New |
| Anchor Investment Management, LLC | 45 | $5.14K | 0.00% | +45 | New |
| Red Tortoise LLC | 43 | $4.91K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 41 | $4.68K | 0.00% | +35+583.3% | Added |
| Bruce G. Allen Investments, LLC | 38 | $4.34K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 35 | $4.00K | 0.00% | +10+40.0% | Added |
| Bell Investment Advisors, Inc | 34 | $3.88K | 0.00% | +17+100.0% | Added |
| Gables Capital Management Inc. | 29 | $3.31K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $3.00K | 0.00% | +1+2.9% | Added |
| Hazlett, Burt & Watson, Inc. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $2.97K | 0.00% | −40−60.6% | Reduced |
| Morton Brown Family Wealth, LLC | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $2.85K | 0.00% | +10+66.7% | Added |
| Addison Advisors LLC | 23 | $2.63K | 0.00% | +23 | New |
| Garde Capital, Inc. | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 20 | $2.28K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $2.17K | 0.00% | −14−42.4% | Reduced |
| Rialto Wealth Management, LLC | 16 | $1.83K | 0.00% | −6−27.3% | Reduced |
| Cromwell Holdings LLC | 16 | $1.83K | 0.00% | +10+166.7% | Added |
| Gen-Wealth Partners Inc | 15 | $1.71K | 0.00% | +15 | New |
| Cape Investment Advisory, Inc. | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.34K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $1.25K | 0.00% | +11 | New |
| HighMark Wealth Management LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $1.14K | 0.00% | +10 | New |
| Pension & Wealth Management Advisors, Inc. | 10 | $1.14K | 0.00% | +10 | New |
| Ossiam | 9 | $1.03K | 0.00% | −558−98.4% | Reduced |
| Bokf, NA | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| AdvisorNet Financial, Inc | 8 | $913 | 0.00% | −3−27.3% | Reduced |
| Bare Financial Services, Inc | 8 | $913 | 0.00% | +3+60.0% | Added |
| Parkworth Wealth Management, Inc. | 8 | $913 | 0.00% | +3+60.0% | Added |
| HFM Investment Advisors, LLC | 8 | $913 | 0.00% | +6+300.0% | Added |
| TD Private Client Wealth LLC | 8 | $913 | 0.00% | +8 | New |
| Beacon Capital Management, LLC | 7 | $802 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $688 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 6 | $685 | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 5 | $571 | 0.00% | −5−50.0% | Reduced |
| MV Capital Management, Inc. | 5 | $571 | 0.00% | +4+400.0% | Added |
| Beaird Harris Wealth Management, LLC | 5 | $571 | 0.00% | +5 | New |
| Legacy Investment Solutions, LLC | 5 | $571 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $570 | 0.00% | +2+66.7% | Added |
| Raleigh Capital Management Inc. | 4 | $458 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 3 | $342 | 0.00% | −212−98.6% | Reduced |
| Quaker Wealth Management, LLC | 2 | $229 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $229 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $114 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 0 | $55 | 0.00% | 0 | Unchanged |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −3,800,580−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −353,427−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −247,100−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −208,322−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −110,328−100.0% | Sold out |
| Jackson Hill Advisors, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −89,757−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −70,800−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −62,283−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −60,774−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −56,655−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −56,538−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −51,983−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −43,647−100.0% | Sold out |
| Nokomis Capital, L.L.C. | 0 | $0 | 0.00% | −41,783−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −36,262−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −29,681−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −23,742−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,716−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −24,047−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −21,796−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −21,442−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −20,804−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −20,491−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −19,971−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −19,212−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −18,959−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −18,761−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,934−100.0% | Sold out |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −15,273−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −13,837−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,067−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −10,812−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −10,776−100.0% | Sold out |
| Peak Retirement Planning, Inc. | 0 | $0 | 0.00% | −10,463−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −10,431−100.0% | Sold out |