| Holos Integrated Wealth LLC | 77 | $3.07K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 76 | $2.98K | 0.00% | −400−84.0% | Reduced |
| Kilter Group LLC | 70 | $2.74K | 0.00% | −65−48.1% | Reduced |
| TFC Financial Management | 66 | $2.59K | 0.00% | +2+3.1% | Added |
| Clark Wealth Partners | 65 | $2.40K | 0.00% | −205−75.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 61 | $2.39K | 0.00% | −20,900−99.7% | Reduced |
| JDM Financial Group LLC | 60 | $2.35K | 0.00% | +60 | New |
| Quest 10 Wealth Builders, Inc. | 57 | $2.21K | 0.00% | +50+714.3% | Added |
| Vermillion Wealth Management, Inc. | 56 | $2.19K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 69 | $2.10K | 0.00% | +18+35.3% | Added |
| Roble, Belko & Company, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 50 | $1.96K | 0.00% | −20,677−99.8% | Reduced |
| Cape Investment Advisory, Inc. | 50 | $1.96K | 0.00% | −3,279−98.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 50 | $1.96K | 0.00% | −92−64.8% | Reduced |
| Minot DeBlois Advisors LLC | 50 | $1.96K | 0.00% | −50−50.0% | Reduced |
| Delta Asset Management LLC | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.96K | 0.00% | +50 | New |
| Mascoma Wealth Management LLC | 50 | $1.96K | 0.00% | +50 | New |
| Sellwood Investment Partners LLC | 50 | $1.96K | 0.00% | +50 | New |
| Clayton Financial Group LLC | 50 | $1.96K | 0.00% | +50 | New |
| Binnacle Investments Inc | 50 | $1.96K | 0.00% | +50 | New |
| DecisionPoint Financial, LLC | 50 | $1.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 44 | $1.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 42 | $1.65K | 0.00% | −3−6.7% | Reduced |
| Texas Capital Bancshares Inc | 42 | $1.65K | 0.00% | +42 | New |
| Rialto Wealth Management, LLC | 41 | $1.61K | 0.00% | −28−40.6% | Reduced |
| Cranbrook Wealth Management, LLC | 41 | $1.61K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 40 | $1.57K | 0.00% | −175−81.4% | Reduced |
| Principia Wealth Advisory, LLC | 40 | $1.57K | 0.00% | −19−32.2% | Reduced |
| Winnow Wealth LLC | 37 | $1.48K | 0.00% | +37 | New |
| Bay Harbor Wealth Management, LLC | 33 | $1.29K | 0.00% | −11−25.0% | Reduced |
| PayPay Securities Corp | 28 | $1.08K | 0.04% | −9−24.3% | Reduced |
| WestEnd Advisors, LLC | 26 | $1.02K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 26 | $1.02K | 0.00% | +26 | New |
| Financial Network Wealth Advisors LLC | 22 | $862 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 20 | $784 | 0.00% | +20 | New |
| Quaker Wealth Management, LLC | 15 | $588 | 0.00% | −5−25.0% | Reduced |
| Gleason Group, Inc. | 15 | $588 | 0.00% | +15 | New |
| Davis Capital Management | 13 | $509 | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 12 | $470 | 0.00% | −13−52.0% | Reduced |
| REAP Financial Group, LLC | 10 | $392 | 0.00% | −770−98.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $353 | 0.00% | +9 | New |
| Avalon Trust Co | 9 | $353 | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 9 | $353 | 0.00% | +9 | New |
| 1620 Investment Advisors, Inc. | 8 | $314 | 0.00% | −20−71.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 5 | $201 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 4 | $157 | 0.00% | −126−96.9% | Reduced |
| Turning Point Benefit Group, Inc. | 3 | $116 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 1 | $30 | 0.00% | +1 | New |
| Lombard Odier Asset Management (Switzerland) SA | 13,911 | – | – | −37,350−72.9% | Reduced |
| Rakuten Investment Management, Inc. | 3,305 | – | – | +3,305 | New |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −3,625,122−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −2,894,707−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,126,682−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,906,169−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −966,925−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −649,076−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −574,986−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −502,746−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −421,576−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −325,847−100.0% | Sold out |
| Ithaka Group LLC | 0 | $0 | 0.00% | −285,637−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −267,555−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −238,006−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −199,281−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −193,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −191,842−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −185,575−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −184,363−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −170,510−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −139,409−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −128,200−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −116,452−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −107,000−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −98,123−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −92,980−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −92,282−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −87,843−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −83,240−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −78,910−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −75,200−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −73,140−100.0% | Sold out |
| Marietta Wealth Management, LLC | 0 | $0 | 0.00% | −69,648−100.0% | Sold out |
| Sitrin Capital Management LLC | 0 | $0 | 0.00% | −68,393−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −68,145−100.0% | Sold out |
| Rockline Wealth Management, LLC | 0 | $0 | 0.00% | −58,381−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| NRI Wealth Management LC | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −48,810−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −44,529−100.0% | Sold out |
| TFR Capital, LLC. | 0 | $0 | 0.00% | −44,337−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −43,121−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −42,647−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −39,216−100.0% | Sold out |
