| Private Wealth Management Group, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $2.42K | 0.00% | +12 | New |
| POM Investment Strategies, LLC | 11 | $2.24K | 0.00% | +11 | New |
| Lodestone Wealth Management LLC | 11 | $2.21K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $2.21K | 0.00% | +11 | New |
| Investors Portfolio Services LLC | 10 | $2.03K | 0.00% | +5+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $2.01K | 0.00% | +1+11.1% | Added |
| Navigoe, LLC | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| Tidemark, LLC | 9 | $1.84K | 0.00% | −1−10.0% | Reduced |
| Atlantic Trust, LLC | 9 | $1.81K | 0.00% | −13−59.1% | Reduced |
| UMA Financial Services, Inc. | 8 | $1.61K | 0.00% | −1−11.1% | Reduced |
| True Wealth Design, LLC | 8 | $1.61K | 0.00% | +4+100.0% | Added |
| Rosenberg Matthew Hamilton | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $1.49K | 0.00% | −20−74.1% | Reduced |
| Retirement Wealth Solutions LLC | 7 | $1.41K | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.41K | 0.00% | −1−12.5% | Reduced |
| Godsey & Gibb Associates | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.41K | 0.00% | +1+16.7% | Added |
| Planning Strategies Inc. | 7 | $1.41K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $1.24K | 0.00% | −1−14.3% | Reduced |
| Financial Perspectives, Inc | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 6 | $1.21K | 0.00% | +6 | New |
| Torren Management, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $1.01K | 0.00% | +2+66.7% | Added |
| MV Capital Management, Inc. | 5 | $1.01K | 0.00% | +4+400.0% | Added |
| Continuum Advisory, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Allied Private Wealth LLC | 5 | $1.01K | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 4 | $806 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $806 | 0.00% | +1+33.3% | Added |
| Cullen/Frost Bankers, Inc. | 4 | $805 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 4 | $805 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $805 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $805 | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $805 | 0.00% | +4 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $604 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $604 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $604 | 0.00% | +1+50.0% | Added |
| Creative Capital Management Investments LLC | 3 | $604 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $403 | 0.00% | +1+100.0% | Added |
| Signature Equity Partners, LLC | 2 | $403 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $375 | 0.00% | −1−33.3% | Reduced |
| TFC Financial Management | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $202 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $201 | 0.00% | −2−66.7% | Reduced |
| NVWM, LLC | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $201 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $201 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −174,562−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −137,567−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −131,114−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −75,551−100.0% | Sold out |
| Islander Capital Partners, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| PensionDanmark Pensionsforsikringsaktieselskab | 0 | $0 | 0.00% | −39,612−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −31,783−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −22,676−100.0% | Sold out |
| M & L Capital Management Ltd | 0 | $0 | 0.00% | −20,250−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −18,990−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −17,114−100.0% | Sold out |
| Draper Asset Management, LLC | 0 | $0 | 0.00% | −14,107−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,251−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −12,202−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,433−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,154−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −9,560−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −9,484−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −8,218−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,968−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −2,829−100.0% | Sold out |
| Elevate Capital Advisors, LLC | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Bannerstone Capital Management, LLC | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −1,922−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Traphagen Investment Advisors LLC | 0 | $0 | 0.00% | −1,406−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |