| Tower View Investment Management & Research LLC | 31 | $4.50K | 0.00% | +31 | New |
| Wealth Enhancement Trust Services, Inc. | 31 | $4.50K | 0.00% | +31 | New |
| Spire Wealth Management | 30 | $4.36K | 0.00% | −127−80.9% | Reduced |
| Umb Bank N A | 30 | $4.36K | 0.00% | −58−65.9% | Reduced |
| Key Financial Inc | 29 | $4.21K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 28 | $4.07K | 0.00% | +28 | New |
| Owl Creek Wealth Partners LLC | 28 | $4.07K | 0.00% | +28 | New |
| Sachetta, LLC | 26 | $3.78K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 26 | $3.78K | 0.00% | +26 | New |
| Philadelphia Investment Partners, LLC | 26 | $3.78K | 0.00% | +26 | New |
| Groupe la Francaise | 30 | $3.68K | 0.00% | +30 | New |
| Blue Bell Private Wealth Management, LLC | 24 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $3.20K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $3.20K | 0.00% | +2+10.0% | Added |
| SJS Investment Consulting Inc. | 22 | $3.20K | 0.00% | +3+15.8% | Added |
| Asset Dedication, LLC | 21 | $3.05K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $3.05K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 19 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 18 | $2.62K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 18 | $2.57K | 0.00% | −27−60.0% | Reduced |
| Kilter Group LLC | 17 | $2.47K | 0.00% | +8+88.9% | Added |
| Rothschild Investment LLC | 15 | $2.18K | 0.00% | −24−61.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $2.18K | 0.00% | +3+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 14 | $2.03K | 0.00% | −113−89.0% | Reduced |
| Coston, McIsaac & Partners | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.89K | 0.00% | +1+8.3% | Added |
| ZRC Wealth Management, LLC | 12 | $1.74K | 0.00% | +12 | New |
| CBIZ Investment Advisory Services, LLC | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 12 | $1.74K | 0.00% | +12 | New |
| Albion Financial Group | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $1.45K | 0.00% | +10 | New |
| Golden State Equity Partners | 10 | $1.45K | 0.00% | +10 | New |
| Clark Wealth Partners | 9 | $1.31K | 0.00% | +2+28.6% | Added |
| Dunhill Financial, LLC | 8 | $1.25K | 0.00% | −2−20.0% | Reduced |
| Picton Mahoney Asset Management | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $1.02K | 0.00% | +2+40.0% | Added |
| Vanguard National Trust Co | 7 | $1.02K | 0.00% | +7 | New |
| Intentional Wealth Strategies, LLC | 7 | $1.02K | 0.00% | +7 | New |
| Harvest Fund Management Co., Ltd | 5 | $1.00K | 0.00% | −16−76.2% | Reduced |
| Whipplewood Advisors, LLC | 6 | $872 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 6 | $871 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $871 | 0.00% | +4+200.0% | Added |
| Valued Wealth Advisors LLC | 5 | $727 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $726 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $726 | 0.00% | +1+25.0% | Added |
| Sunbelt Securities, Inc. | 4 | $581 | 0.00% | −20−83.3% | Reduced |
| WPG Advisers, LLC | 4 | $581 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $538 | 0.00% | −37−90.2% | Reduced |
| Atlantic Trust, LLC | 3 | $436 | 0.00% | −31−91.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $436 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $436 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $436 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $397 | 0.00% | +2+200.0% | Added |
| Seneschal Advisors, LLC | 2 | $291 | 0.00% | −1−33.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 2 | $291 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $291 | 0.00% | +2 | New |
| Napier Financial, LLC | 1 | $145 | 0.00% | +1 | New |
| Westfuller Advisors, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 0 | $0 | 0.00% | −780,133−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −379,835−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −362,955−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −295,418−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −193,651−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −144,328−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −64,284−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −36,285−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,049−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −26,258−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,050−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −21,914−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,011−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −17,795−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −16,612−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −15,954−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,178−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −9,156−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −8,368−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,282−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,886−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,418−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −7,678−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,312−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,399−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,384−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,134−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
