| JFS Wealth Advisors, LLC | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $4.05K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 113 | $4.04K | 0.00% | −461−80.3% | Reduced |
| Tennessee Valley Asset Management Partners | 99 | $4.01K | 0.00% | +99 | New |
| Hantz Financial Services, Inc. | 87 | $4.00K | 0.00% | −45−34.1% | Reduced |
| Grove Bank & Trust | 95 | $3.85K | 0.00% | −7−6.9% | Reduced |
| Farther Finance Advisors, LLC | 90 | $3.64K | 0.00% | +73+429.4% | Added |
| Zions Bancorporation, N.A. | 77 | $3.12K | 0.00% | −62−44.6% | Reduced |
| Tradewinds Capital Management, LLC | 75 | $3.04K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 74 | $3.00K | 0.00% | +74 | New |
| TFC Financial Management | 65 | $2.63K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 57 | $2.31K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 55 | $2.23K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 51 | $2.07K | 0.00% | −306−85.7% | Reduced |
| Huntington National Bank | 51 | $2.07K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 50 | $2.02K | 0.00% | +50 | New |
| Ogorek Anthony Joseph | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $1.90K | 0.00% | +47 | New |
| Raffa Wealth Management, LLC | 43 | $1.74K | 0.00% | +23+115.0% | Added |
| AdvisorNet Financial, Inc | 40 | $1.62K | 0.00% | −310−88.6% | Reduced |
| Global Wealth Strategies & Associates | 35 | $1.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 35 | $1.42K | 0.00% | −748−95.5% | Reduced |
| HighMark Wealth Management LLC | 30 | $1.22K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 27 | $1.09K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $1.00K | 0.00% | −17−53.1% | Reduced |
| Covestor Ltd | 27 | $1.00K | 0.00% | +5+22.7% | Added |
| FSA Wealth Management LLC | 26 | $1.00K | 0.00% | +26 | New |
| Wetzel Investment Advisors, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| RFP Financial Group LLC | 24 | $972 | 0.00% | −313−92.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $972 | 0.00% | −79−76.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 23 | $932 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 22 | $891 | 0.00% | +22 | New |
| Planning Capital Management Corp | 22 | $891 | 0.00% | +22 | New |
| Caitlin John, LLC | 21 | $851 | 0.00% | +21 | New |
| Twin Lakes Capital Management, LLC | 20 | $810 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $730 | 0.00% | +13+260.0% | Added |
| Provenance Wealth Advisors, LLC | 18 | $729 | 0.00% | −25−58.1% | Reduced |
| North Star Investment Management Corp. | 18 | $729 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 18 | $729 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 18 | $729 | 0.00% | +18 | New |
| Sanctuary Wealth Management, L.L.C. | 16 | $648 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $608 | 0.00% | +15 | New |
| Gradient Investments LLC | 13 | $527 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 13 | $527 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12 | $486 | 0.00% | −13−52.0% | Reduced |
| Rise Advisors, LLC | 12 | $486 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $486 | 0.00% | +12 | New |
| Johnson Financial Group, Inc. | 11 | $446 | 0.00% | +11 | New |
| CVA Family Office, LLC | 10 | $405 | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 9 | $365 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $324 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $284 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $260 | 0.00% | +1+20.0% | Added |
| Raleigh Capital Management Inc. | 5 | $211 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $203 | 0.00% | −65−92.9% | Reduced |
| Cornerstone Planning Group LLC | 5 | $203 | 0.00% | −13−72.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 5 | $203 | 0.00% | +5 | New |
| Anchor Investment Management, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $51 | 0.00% | +1 | New |
| Macroview Investment Management LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $41 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $41 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 15 | $0 | 0.00% | −11,085−99.9% | Reduced |
| Benjamin Edwards Inc | 8 | $0 | 0.00% | −5−38.5% | Reduced |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −10,356,685−100.0% | Sold out |
| Scge Management, L.P. | 0 | $0 | 0.00% | −2,254,816−100.0% | Sold out |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −914,668−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −852,605−100.0% | Sold out |
| Tree Line Advisors (Hong Kong) Ltd. | 0 | $0 | 0.00% | −770,000−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −678,308−100.0% | Sold out |
| Marcho Partners LLP | 0 | $0 | 0.00% | −491,544−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −476,104−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −356,807−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −352,480−100.0% | Sold out |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −258,577−100.0% | Sold out |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −292,096−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −239,727−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −214,600−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −158,173−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −121,840−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −113,652−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −101,300−100.0% | Sold out |
| Exor Capital LLP | 0 | $0 | 0.00% | −96,985−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −95,641−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −87,200−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 0 | $0 | 0.00% | −77,092−100.0% | Sold out |
| Rip Road Capital Partners LP | 0 | $0 | 0.00% | −73,800−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −60,012−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −47,533−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −43,395−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −42,868−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −37,129−100.0% | Sold out |