| MCF Advisors LLC | 62 | $4.70K | 0.00% | +33+113.8% | Added |
| SJS Investment Consulting Inc. | 55 | $4.17K | 0.00% | −1−1.8% | Reduced |
| Trust Co of Vermont | 54 | $4.09K | 0.00% | +54 | New |
| Valley National Advisers Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 52 | $3.94K | 0.00% | −53−50.5% | Reduced |
| Jones Financial Companies LLLP | 50 | $3.79K | 0.00% | +50 | New |
| Wetzel Investment Advisors, Inc. | 55 | $3.75K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 59 | $3.73K | 0.00% | +29+96.7% | Added |
| Riggs Asset Managment Co. Inc. | 47 | $3.56K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 42 | $3.19K | 0.00% | +42 | New |
| SYSTM Wealth Solutions LLC | 42 | $3.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $3.18K | 0.00% | +6+16.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $3.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | +2+4.9% | Added |
| City State Bank | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $2.63K | 0.00% | +6+20.7% | Added |
| Opal Wealth Advisors, LLC | 33 | $2.50K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 33 | $2.50K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 31 | $2.35K | 0.00% | +31 | New |
| Asset Dedication, LLC | 29 | $2.20K | 0.00% | +29 | New |
| Nemes Rush Group LLC | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 29 | $2.20K | 0.00% | +29 | New |
| Key Financial Inc | 27 | $2.05K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $2.00K | 0.00% | +14+66.7% | Added |
| Hollencrest Capital Management | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24 | $1.82K | 0.00% | +24 | New |
| Bangor Savings Bank | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 25 | $1.71K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 27 | $1.54K | 0.00% | +27 | New |
| FinTrust Capital Advisors, LLC | 20 | $1.52K | 0.00% | +20 | New |
| Aspire Private Capital, LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $1.44K | 0.00% | +5+35.7% | Added |
| Perkins Coie Trust Co | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $1.06K | 0.00% | +5+55.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $1.06K | 0.00% | +7+100.0% | Added |
| Lazard Asset Management LLC | 20 | $1.00K | 0.00% | −7−25.9% | Reduced |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| Strengthening Families & Communities, LLC | 12 | $1.00K | 0.00% | +12 | New |
| WR Wealth Planners, LLC | 12 | $909 | 0.00% | +12 | New |
| Ruedi Wealth Management, Inc. | 10 | $758 | 0.00% | +10 | New |
| TFC Financial Management | 8 | $607 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $379 | 0.00% | +3+150.0% | Added |
| Lynx Investment Advisory | 5 | $379 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $303 | 0.00% | +4 | New |
| Fortis Group Advisors, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $227 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| CDAM (UK) Ltd | 0 | $0 | 0.00% | −1,440,034−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −640,806−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −340,133−100.0% | Sold out |
| Goodman Financial Corp | 0 | $0 | 0.00% | −249,082−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −143,475−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −99,430−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −94,117−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −73,505−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −67,024−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −65,384−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −68,671−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −45,625−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −45,445−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −37,710−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −32,319−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −23,315−100.0% | Sold out |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −18,154−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −17,483−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −15,521−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −13,988−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −13,077−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −12,073−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −8,574−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −7,901−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,388−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −6,260−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,895−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Harmony Asset Management LLC | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −4,365−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| Nexus Investment Management ULC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |