| SWAN Capital LLC | 20 | $1.91K | 0.00% | +20 | New |
| MCF Advisors LLC | 18 | $1.72K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18 | $1.72K | 0.00% | +18 | New |
| Whittier Trust Co of Nevada Inc | 18 | $1.72K | 0.00% | −215−92.3% | Reduced |
| Signature Resources Capital Management, LLC | 15 | $1.43K | 0.00% | −1,780−99.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $1.37K | 0.00% | −36−72.0% | Reduced |
| Addison Advisors LLC | 13 | $1.24K | 0.00% | −175−93.1% | Reduced |
| Atlantic Trust, LLC | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.15K | 0.00% | −49−80.3% | Reduced |
| Oakworth Capital, Inc. | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $1.06K | 0.00% | +11 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $965 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $955 | 0.00% | −437−97.8% | Reduced |
| Bray Capital Advisors | 10 | $955 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $955 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 9 | $864 | 0.00% | −94−91.3% | Reduced |
| TFC Financial Management | 9 | $860 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8 | $765 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $765 | 0.00% | +8 | New |
| RFP Financial Group LLC | 8 | $764 | 0.00% | +3+60.0% | Added |
| Johnson Financial Group, Inc. | 7 | $672 | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 7 | $669 | 0.00% | −10−58.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $669 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $582 | 0.00% | −4−40.0% | Reduced |
| American Capital Advisory, LLC | 4 | $578 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $574 | 0.00% | −2−25.0% | Reduced |
| Tradewinds Capital Management, LLC | 6 | $574 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $573 | 0.00% | −4−40.0% | Reduced |
| Bokf, NA | 5 | $478 | 0.00% | −13−72.2% | Reduced |
| Continuum Advisory, LLC | 4 | $382 | 0.00% | +2+100.0% | Added |
| Transcendent Capital Group LLC | 4 | $382 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 3 | $289 | 0.00% | +3 | New |
| NVWM, LLC | 3 | $288 | 0.00% | +2+200.0% | Added |
| True Wealth Design, LLC | 3 | $287 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $192 | 0.00% | +2 | New |
| Unique Wealth Strategies, LLC | 1 | $132 | 0.00% | +1 | New |
| Bullock Wealth Management Group | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1 | $96 | 0.00% | −68−98.6% | Reduced |
| Gradient Investments LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital International Investors | 0 | $0 | 0.00% | −1,935,867−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −240,688−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −71,229−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −41,895−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −34,200−100.0% | Sold out |
| Halter Ferguson Financial Inc. | 0 | $0 | 0.00% | −31,345−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −30,687−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −24,260−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −24,118−100.0% | Sold out |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −23,468−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −22,437−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −22,245−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −21,992−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −21,915−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −19,640−100.0% | Sold out |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −17,850−100.0% | Sold out |
| B & T Capital Management DBA Alpha Capital Management | 0 | $0 | 0.00% | −15,676−100.0% | Sold out |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −15,566−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −15,323−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −13,709−100.0% | Sold out |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −10,936−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,086−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −9,527−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −9,244−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −8,485−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,969−100.0% | Sold out |
| Geo Capital Gestora de Recursos Ltd | 0 | $0 | 0.00% | −7,795−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −7,148−100.0% | Sold out |
| Farrow Financial Inc. | 0 | $0 | 0.00% | −6,632−100.0% | Sold out |
| WP Advisors, LLC | 0 | $0 | 0.00% | −6,124−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,677−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −7,413−100.0% | Sold out |
| Ted Buchan & Co | 0 | $0 | 0.00% | −5,410−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −4,943−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Novare Capital Management LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −3,644−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,447−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |