| Garde Capital, Inc. | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | −885−99.3% | Reduced |
| Avion Wealth | 5 | $1.00K | 0.00% | −8−61.5% | Reduced |
| Hughes Financial Services, LLC | 4 | $949 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $890 | 0.00% | −1−20.0% | Reduced |
| UMA Financial Services, Inc. | 3 | $657 | 0.00% | −2−40.0% | Reduced |
| TFC Financial Management | 3 | $657 | 0.00% | +2+200.0% | Added |
| WestEnd Advisors, LLC | 3 | $656 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $656 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $656 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $552 | 0.00% | −17−89.5% | Reduced |
| Bellwether Advisors, LLC | 2 | $438 | 0.00% | −5,271−100.0% | Reduced |
| Grove Bank & Trust | 2 | $438 | 0.00% | −21−91.3% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $438 | 0.00% | −3−60.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $438 | 0.00% | −2−50.0% | Reduced |
| Bogart Wealth, LLC | 2 | $438 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $438 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $438 | 0.00% | +2 | New |
| NVWM, LLC | 2 | $438 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $438 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $437 | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 1 | $219 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $219 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $219 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $219 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $219 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $219 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $219 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $219 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $219 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $219 | 0.00% | +1 | New |
| Copeland Capital Management, LLC | 0 | $19 | 0.00% | −149−100.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −390,678−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −253,252−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −138,871−100.0% | Sold out |
| LTS One Management LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −18,568−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −17,128−100.0% | Sold out |
| Quest Investment Management LLC | 0 | $0 | 0.00% | −15,709−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −10,870−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,912−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −7,670−100.0% | Sold out |
| Terra Alpha Investments LLC | 0 | $0 | 0.00% | −7,057−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −6,768−100.0% | Sold out |
| Settian Capital LP | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,334−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −4,921−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −4,829−100.0% | Sold out |
| Harfst & Associates, Inc. | 0 | $0 | 0.00% | −3,732−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Bath Savings Trust Co | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |