| Highline Wealth Partners LLC | 194 | $7.62K | 0.00% | +27+16.2% | Added |
| Orion Capital Management LLC | 191 | $7.48K | 0.00% | −2,000−91.3% | Reduced |
| Burkett Financial Services, LLC | 187 | $7.33K | 0.00% | −27−12.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 186 | $7.28K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 186 | $7.28K | 0.00% | +186 | New |
| True Wealth Design, LLC | 180 | $7.05K | 0.00% | +38+26.8% | Added |
| PrairieView Partners, LLC | 192 | $7.00K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 175 | $6.85K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 170 | $6.66K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 165 | $6.46K | 0.00% | +165 | New |
| Newbridge Financial Services Group, Inc. | 164 | $6.41K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 155 | $6.07K | 0.00% | −1,042−87.1% | Reduced |
| Icon Advisers Inc | 150 | $5.87K | 0.00% | +150 | New |
| Stone House Investment Management, LLC | 149 | $5.83K | 0.00% | −74−33.2% | Reduced |
| Vista Private Wealth Partners. LLC | 148 | $5.80K | 0.00% | −14,663−99.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 137 | $5.37K | 0.00% | −504−78.6% | Reduced |
| Camelot Portfolios, LLC | 134 | $5.25K | 0.00% | +134 | New |
| PayPay Securities Corp | 131 | $5.13K | 0.43% | +5+4.0% | Added |
| Roble, Belko & Company, Inc | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 122 | $4.74K | 0.00% | −25,077−99.5% | Reduced |
| Eukles Asset Management | 120 | $4.70K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 117 | $4.58K | 0.00% | −200−63.1% | Reduced |
| Bellevue Asset Management, LLC | 114 | $4.46K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 111 | $4.35K | 0.00% | +111 | New |
| NewSquare Capital LLC | 100 | $3.93K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $3.92K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 100 | $3.92K | 0.00% | +100 | New |
| ZynergyRetirementPlanningLLC | 97 | $3.80K | 0.00% | +97 | New |
| Chesapeake Asset Management LLC | 96 | $3.76K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 81 | $3.17K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 74 | $2.90K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 68 | $2.66K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 66 | $2.58K | 0.00% | +1+1.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 61 | $2.00K | 0.00% | +61 | New |
| Strengthening Families & Communities, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Thomas J. Herzfeld Advisors, Inc. | 51 | $2.00K | 0.00% | +51 | New |
| Albion Financial Group | 44 | $1.72K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 34 | $1.33K | 0.00% | +34 | New |
| Hoertkorn Richard Charles | 33 | $1.29K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 32 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 24 | $940 | 0.00% | −32−57.1% | Reduced |
| Clear Investment Research, LLC | 23 | $901 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1 | $43 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $39 | 0.00% | −257−99.6% | Reduced |
| Innealta Capital, LLC | 1 | $39 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 156 | $33 | 0.02% | −703−81.8% | Reduced |
| Dogwood Wealth Management LLC | 1 | $22 | 0.00% | −1,625−99.9% | Reduced |
| Strategic Financial Concepts, LLC | 69,263 | – | – | +69,263 | New |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −2,355,687−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,085,185−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,546,909−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −1,469,352−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −819,066−100.0% | Sold out |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −818,244−100.0% | Sold out |
| Manitou Investment Management Ltd. | 0 | $0 | 0.00% | −626,221−100.0% | Sold out |
| Guinness Asset Management LTD | 0 | $0 | 0.00% | −505,183−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −502,529−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −467,700−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −440,202−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −288,889−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −278,904−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −263,570−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −234,000−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −210,843−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −192,959−100.0% | Sold out |
| NFC Investments, LLC | 0 | $0 | 0.00% | −174,830−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −159,816−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −158,140−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −156,700−100.0% | Sold out |
| GLOBALT Investments LLC | 0 | $0 | 0.00% | −155,240−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −148,677−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −133,237−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −118,900−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −128,783−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −111,700−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −103,661−100.0% | Sold out |
| Guinness Atkinson Asset Management Inc | 0 | $0 | 0.00% | −101,035−100.0% | Sold out |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −91,400−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −73,917−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −70,482−100.0% | Sold out |
| G&S Capital LLC | 0 | $0 | 0.00% | −62,158−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −61,838−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −55,500−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −53,848−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −52,829−100.0% | Sold out |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −51,259−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −49,365−100.0% | Sold out |
| TKG Advisors, LLC | 0 | $0 | 0.00% | −47,805−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −46,256−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −45,650−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −44,769−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −44,561−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −44,325−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −43,388−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −41,838−100.0% | Sold out |
| Guerra Pan Advisors, LLC | 0 | $0 | 0.00% | −39,354−100.0% | Sold out |
