| Insight Financial Services | 50 | $2.90K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 42 | $2.81K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 43 | $2.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $2.73K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 44 | $2.55K | 0.00% | +44 | New |
| Trifecta Capital Advisors, LLC | 43 | $2.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 41 | $2.38K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 40 | $2.32K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 40 | $2.32K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 40 | $2.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 38 | $2.21K | 0.00% | +6+18.8% | Added |
| Cassady Schiller Wealth Management, LLC | 36 | $2.09K | 0.00% | −195−84.4% | Reduced |
| Atticus Wealth Management, LLC | 35 | $2.03K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 35 | $2.03K | 0.00% | −4,953−99.3% | Reduced |
| EnRich Financial Partners LLC | 35 | $2.03K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 34 | $1.97K | 0.00% | −87−71.9% | Reduced |
| Trust Co | 32 | $1.86K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 32 | $1.86K | 0.16% | +2+6.7% | Added |
| Core Alternative Capital | 31 | $1.80K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 26 | $1.51K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 25 | $1.45K | 0.00% | −75−75.0% | Reduced |
| Luken Investment Analytics, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $1.39K | 0.00% | −9−27.3% | Reduced |
| USA Financial Portformulas Corp | 23 | $1.33K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 17 | $987 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 15 | $870 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 13 | $755 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $639 | 0.00% | +11 | New |
| Ritter Daniher Financial Advisory LLC | 10 | $581 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $580 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 10 | $566 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 9 | $522 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 9 | $497 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7 | $406 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 7 | $406 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 6 | $348 | 0.00% | +2+50.0% | Added |
| Louisbourg Investments Inc. | 5 | $290 | 0.00% | −5−50.0% | Reduced |
| Chris Bulman Inc | 5 | $290 | 0.00% | +5 | New |
| Spectrum Wealth Counsel, LLC | 4 | $233 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $175 | 0.00% | −4−57.1% | Reduced |
| REAP Financial Group, LLC | 2 | $116 | 0.00% | −8−80.0% | Reduced |
| Raelipskie Partnership | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 2 | $116 | 0.00% | +2 | New |
| Ruedi Wealth Management, Inc. | 2 | $116 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $0 | 0.00% | +7 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Bank of Montreal | 2,246,172 | – | – | −228,904−9.2% | Reduced |
| Strategic Financial Concepts, LLC | 33,757 | – | – | +33,757 | New |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −1,328,130−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −663,227−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −378,181−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −345,026−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −211,373−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −235,802−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −221,539−100.0% | Sold out |
| Thematics Asset Management | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −140,077−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −129,225−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −115,347−100.0% | Sold out |
| Jacobson & Schmitt Advisors, LLC | 0 | $0 | 0.00% | −110,780−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −106,906−100.0% | Sold out |
| Addenda Capital Inc. | 0 | $0 | 0.00% | −99,671−100.0% | Sold out |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0 | $0 | 0.00% | −92,763−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −89,696−100.0% | Sold out |
| Corecam Pte. Ltd. | 0 | $0 | 0.00% | −86,120−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −68,000−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −46,884−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −44,183−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −43,226−100.0% | Sold out |
| Price Jennifer C. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −36,545−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −36,126−100.0% | Sold out |
| Consolidated Capital Management, LLC | 0 | $0 | 0.00% | −34,317−100.0% | Sold out |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −34,299−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −31,741−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −30,018−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −29,584−100.0% | Sold out |
| Community Financial Services Group, LLC | 0 | $0 | 0.00% | −27,816−100.0% | Sold out |
| Udine Wealth Management, Inc. | 0 | $0 | 0.00% | −26,115−100.0% | Sold out |
| Qalhat Capital Ltd | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −21,501−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −21,073−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −20,251−100.0% | Sold out |
| Community Bank of Raymore | 0 | $0 | 0.00% | −19,450−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −19,161−100.0% | Sold out |
| Newlands Management Operations LLC | 0 | $0 | 0.00% | −18,750−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −18,511−100.0% | Sold out |
| Buckingham Capital Management, Inc. | 0 | $0 | 0.00% | −17,330−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −15,908−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −15,536−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −13,042−100.0% | Sold out |
