| 1620 Investment Advisors, Inc. | 4 | $2.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $2.27K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4 | $2.27K | 0.00% | +4 | New |
| Clayton Financial Group LLC | 4 | $2.27K | 0.00% | +4 | New |
| Ogorek Anthony Joseph | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 3 | $1.70K | 0.00% | −16−84.2% | Reduced |
| Atlantic Trust, LLC | 3 | $1.70K | 0.00% | −10−76.9% | Reduced |
| S&T Bank | 3 | $1.70K | 0.00% | −6−66.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.14K | 0.00% | −261−99.2% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2 | $1.14K | 0.00% | +1+100.0% | Added |
| Independence Bank of Kentucky | 2 | $1.14K | 0.00% | +2 | New |
| Kingdom Financial Group LLC. | 2 | $1.14K | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $1.14K | 0.00% | −2−50.0% | Reduced |
| SHP Wealth Management | 1 | $721 | 0.00% | +1 | New |
| Trust Co of Vermont | 1 | $568 | 0.00% | −100−99.0% | Reduced |
| United Community Bank | 1 | $568 | 0.00% | −2−66.7% | Reduced |
| Wealth Watch Advisors, INC | 1 | $568 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $568 | 0.00% | −1−50.0% | Reduced |
| Bogart Wealth, LLC | 1 | $568 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $568 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $568 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $568 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $568 | 0.00% | +1 | New |
| Luken Investment Analytics, LLC | 1 | $568 | 0.00% | +1 | New |
| High Note Wealth, LLC | 1 | $568 | 0.00% | +1 | New |
| Concord Wealth Partners | 1 | $568 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $568 | 0.00% | +1 | New |
| Acumen Wealth Advisors, LLC | 1 | $568 | 0.00% | +1 | New |
| Jessup Wealth Management, Inc | 1 | $568 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $568 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $568 | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $568 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $568 | 0.00% | +1 | New |
| Benson Wealth Management INC | 1 | $568 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $567 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $131 | 0.00% | 0 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −281,700−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −137,473−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −73,418−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −58,669−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −42,015−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −14,272−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −9,788−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −9,343−100.0% | Sold out |
| Dilation Capital Management LP | 0 | $0 | 0.00% | −7,596−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −5,937−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −5,313−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | $0 | 0.00% | −2,829−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −2,441−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Western Financial Corp | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Terra Nova Asset Management LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Florida Financial Advisors, LLC | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,718−100.0% | Sold out |
| Alpha Wealth Funds, LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |