| Westside Investment Management, Inc. | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 10 | $5.40K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $5.40K | 0.01% | +10 | New |
| Tradewinds Capital Management, LLC | 9 | $4.86K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 10 | $4.78K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 8 | $4.32K | 0.00% | −15−65.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $4.32K | 0.00% | −8−50.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $4.32K | 0.01% | −2−20.0% | Reduced |
| Hartford Financial Management Inc. | 8 | $4.32K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $4.32K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $4.32K | 0.00% | +3+60.0% | Added |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $3.78K | 0.00% | −10−58.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $3.78K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7 | $3.78K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7 | $3.78K | 0.00% | +7 | New |
| Cedar Wealth Management, LLC | 7 | $3.78K | 0.00% | +7 | New |
| ORG Partners LLC | 7 | $3.72K | 0.01% | +2+40.0% | Added |
| Dunhill Financial, LLC | 7 | $3.68K | 0.00% | +1+16.7% | Added |
| Pacific Center for Financial Services | 6 | $3.24K | 0.00% | +6 | New |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | −819−99.3% | Reduced |
| VitalStone Financial, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 5 | $2.70K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.70K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $2.70K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5 | $2.70K | 0.00% | +5 | New |
| Signature Resources Capital Management, LLC | 4 | $2.22K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $2.16K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $2.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $2.16K | 0.00% | +1+33.3% | Added |
| SRS Capital Advisors, Inc. | 4 | $2.16K | 0.00% | +2+100.0% | Added |
| Winthrop Capital Management, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Core Alternative Capital | 3 | $1.62K | 0.00% | −20−87.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.62K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 3 | $1.62K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.62K | 0.00% | +2+200.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.08K | 0.00% | −22−91.7% | Reduced |
| Salem Investment Counselors Inc | 2 | $1.08K | 0.00% | +2 | New |
| Bellevue Asset Management, LLC | 2 | $1.08K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1 | $1.00K | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 1 | $540 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $540 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1 | $540 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $540 | 0.00% | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −1,022,678−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −76,025−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −31,348−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −25,103−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −22,771−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,026−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −17,318−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,478−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −8,227−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −7,247−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,160−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,497−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −4,854−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −4,848−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −2,094−100.0% | Sold out |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −908−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Broadwater Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Alesco Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Trueblood Wealth Management, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Insight Folios Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
