| Lummis Asset Management, LP | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 36 | $2.78K | 0.00% | +5+16.1% | Added |
| Action Point Financial Planning, LLC | 38 | $2.78K | 0.00% | +38 | New |
| Morse Asset Management, Inc | 35 | $2.70K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33 | $2.55K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $2.32K | 0.00% | −62−67.4% | Reduced |
| West Paces Advisors Inc. | 30 | $2.32K | 0.00% | +30 | New |
| Basecamp Wealth Advisors LLC | 29 | $2.24K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 28 | $2.16K | 0.00% | +28 | New |
| Sachetta, LLC | 27 | $2.08K | 0.00% | +2+8.0% | Added |
| Investors Portfolio Services LLC | 27 | $2.08K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 25 | $1.93K | 0.00% | −20−44.4% | Reduced |
| Burk Holdings LLC | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 21 | $1.62K | 0.00% | +21 | New |
| Montgomery Financial Services LLC | 21 | $1.62K | 0.00% | +21 | New |
| Dunhill Financial, LLC | 20 | $1.54K | 0.00% | −2−9.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 19 | $1.47K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $1.47K | 0.00% | +19 | New |
| Zions Bancorporation, National Association | 18 | $1.39K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 17 | $1.32K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 17 | $1.31K | 0.00% | +17 | New |
| DecisionPoint Financial, LLC | 16 | $1.24K | 0.00% | +2+14.3% | Added |
| Spire Wealth Management | 15 | $1.16K | 0.00% | −1−6.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $1.16K | 0.00% | +3+25.0% | Added |
| Caitong International Asset Management Co., Ltd | 15 | $1.16K | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 13 | $1.00K | 0.00% | −20−60.6% | Reduced |
| Avion Wealth | 24 | $1.00K | 0.00% | +7+41.2% | Added |
| Torren Management, LLC | 13 | $969 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $927 | 0.00% | −28−70.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $927 | 0.00% | −1−7.7% | Reduced |
| Westside Investment Management, Inc. | 12 | $927 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $927 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 12 | $927 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 12 | $926 | 0.00% | +7+140.0% | Added |
| AdvisorNet Financial, Inc | 11 | $849 | 0.00% | +5+83.3% | Added |
| Networth Advisors, LLC | 11 | $849 | 0.00% | +11 | New |
| Hilton Head Capital Partners, LLC | 9 | $695 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $695 | 0.00% | +5+125.0% | Added |
| ZRC Wealth Management, LLC | 8 | $618 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 8 | $618 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 7 | $541 | 0.00% | −14−66.7% | Reduced |
| Rossby Financial, LCC | 7 | $540 | 0.00% | −13−65.0% | Reduced |
| IFG Advisory, LLC | 6 | $463 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 5 | $414 | 0.00% | −4−44.4% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $386 | 0.00% | +4+400.0% | Added |
| S&T Bank | 4 | $309 | 0.00% | +3+300.0% | Added |
| Optiver Holding B.V. | 4 | $309 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 2 | $155 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $154 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 1 | $78 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $78 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $77 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −679,680−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −409,457−100.0% | Sold out |
| 59 North Capital Management, LP | 0 | $0 | 0.00% | −174,091−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −124,827−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −121,599−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −101,178−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −82,360−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −77,935−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −59,954−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −53,329−100.0% | Sold out |
| Heights Point Management, LP | 0 | $0 | 0.00% | −51,880−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −33,495−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −32,850−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −22,438−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,317−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −15,458−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −15,175−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,396−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −13,526−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Burford Brothers, Inc. | 0 | $0 | 0.00% | −12,495−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −10,889−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −9,585−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,236−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,237−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,235−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,618−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −6,509−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,939−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −5,775−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,354−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −5,048−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,962−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,854−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,233−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −3,609−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |