| First PREMIER Bank | 47 | $9.00K | 0.00% | −73−60.8% | Reduced |
| Wolff Wiese Magana LLC | 46 | $8.94K | 0.01% | −1,377−96.8% | Reduced |
| WealthCollab, LLC | 46 | $8.94K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 44 | $8.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $8.36K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 43 | $8.36K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 41 | $7.97K | 0.00% | +7+20.6% | Added |
| Salomon & Ludwin, LLC | 37 | $7.19K | 0.00% | −65−63.7% | Reduced |
| CGC Financial Services, LLC | 37 | $7.19K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $6.80K | 0.00% | −86−71.1% | Reduced |
| Hershey Financial Advisers, LLC | 35 | $6.80K | 0.01% | +35 | New |
| Unique Wealth Strategies, LLC | 32 | $6.32K | 0.00% | +32 | New |
| Fairman Group, LLC | 32 | $6.27K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $5.75K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 29 | $5.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $5.64K | 0.00% | +6+26.1% | Added |
| Criterion Capital Advisors, LLC | 26 | $5.05K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 26 | $5.05K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 25 | $4.86K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 24 | $4.76K | 0.01% | +2+9.1% | Added |
| Cornerstone Planning Group LLC | 21 | $4.75K | 0.00% | +13+162.5% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $4.67K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 24 | $4.67K | 0.00% | −1,740−98.6% | Reduced |
| Kelly Financial Services LLC | 24 | $4.67K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $4.47K | 0.00% | −1−4.2% | Reduced |
| Triad Wealth Partners, LLC | 23 | $4.47K | 0.00% | +23 | New |
| NVWM, LLC | 21 | $4.22K | 0.00% | +5+31.3% | Added |
| Fairway Wealth LLC | 21 | $4.08K | 0.00% | +21 | New |
| Jamison Private Wealth Management, Inc. | 20 | $3.89K | 0.00% | −88−81.5% | Reduced |
| Redmont Wealth Advisors LLC | 20 | $3.89K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $3.89K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $3.89K | 0.00% | +20 | New |
| M&R Capital Management Inc | 18 | $3.50K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 15 | $2.93K | 0.00% | −2−11.8% | Reduced |
| Northwest Capital Management Inc | 15 | $2.92K | 0.00% | −33−68.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $2.86K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $2.53K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $2.53K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 12 | $2.33K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 12 | $2.27K | 0.00% | −14−53.8% | Reduced |
| Caitlin John, LLC | 11 | $2.08K | 0.00% | −17−60.7% | Reduced |
| Legend Financial Advisors, Inc. | 10 | $1.94K | 0.00% | −2−16.7% | Reduced |
| Abich Financial Wealth Management LLC | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 10 | $1.94K | 0.00% | +10 | New |
| Accent Capital Management, LLC | 9 | $1.75K | 0.00% | +9 | New |
| GHP Investment Advisors, Inc. | 8 | $1.56K | 0.00% | +8 | New |
| Great Lakes Retirement, Inc. | 6 | $1.18K | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $972 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $781 | 0.00% | +2+100.0% | Added |
| Sofos Investments, Inc. | 4 | $778 | 0.00% | −14−77.8% | Reduced |
| Country Trust Bank | 4 | $778 | 0.00% | −5−55.6% | Reduced |
| Main Street Group, LTD | 4 | $776 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 3 | $583 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $389 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 2 | $389 | 0.00% | +2 | New |
| New Millennium Group LLC | 1 | $219 | 0.00% | +1 | New |
| Pacific Capital Wealth Advisors, Inc | 1 | $194 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 388 | $32 | 0.02% | +261+205.5% | Added |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Davis Selected Advisers | 76,070 | $0 | 0.00% | +9,390+14.1% | Added |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −733,847−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −531,839−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −133,549−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −126,451−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −96,239−100.0% | Sold out |
| First Long Island Investors, LLC | 0 | $0 | 0.00% | −74,553−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −60,009−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −57,600−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −50,090−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −42,366−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −41,405−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −35,232−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −33,355−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −24,801−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −23,454−100.0% | Sold out |
| American Money Management, LLC | 0 | $0 | 0.00% | −23,018−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −18,801−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −16,975−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,078−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −14,514−100.0% | Sold out |
| Slagle Financial, LLC | 0 | $0 | 0.00% | −14,502−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −13,954−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,685−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −11,695−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −11,627−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,976−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,465−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −10,417−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,748−100.0% | Sold out |
