| YANKCOM Partnership | 52 | $5.02K | 0.00% | −12−18.8% | Reduced |
| DT Investment Partners, LLC | 48 | $4.63K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 47 | $4.54K | 0.00% | +19+67.9% | Added |
| Abound Wealth Management | 45 | $4.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $4.25K | 0.00% | −6−12.0% | Reduced |
| Bare Financial Services, Inc | 44 | $4.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $3.86K | 0.00% | −11−21.6% | Reduced |
| Raffa Wealth Management, LLC | 40 | $3.86K | 0.00% | +7+21.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 40 | $3.86K | 0.00% | +40 | New |
| IAG Wealth Partners, LLC | 36 | $3.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 36 | $3.46K | 0.00% | −3−7.7% | Reduced |
| Legacy Bridge, LLC | 35 | $3.38K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $3.38K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 35 | $3.38K | 0.00% | −56−61.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.38K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 35 | $3.38K | 0.00% | +35 | New |
| Wolff Wiese Magana LLC | 33 | $3.19K | 0.00% | +23+230.0% | Added |
| Principia Wealth Advisory, LLC | 31 | $2.99K | 0.00% | +3+10.7% | Added |
| Red Tortoise LLC | 30 | $2.90K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 27 | $2.60K | 0.00% | +27 | New |
| Global Wealth Strategies & Associates | 27 | $2.60K | 0.00% | +27 | New |
| Marquette Asset Management, LLC | 24 | $2.32K | 0.00% | +24 | New |
| Wealth Watch Advisors, INC | 23 | $2.22K | 0.00% | −70−75.3% | Reduced |
| Holos Integrated Wealth LLC | 22 | $2.15K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.12K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.03K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $1.96K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $1.74K | 0.00% | −46−71.9% | Reduced |
| Tradewinds Capital Management, LLC | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $1.56K | 0.00% | −50−75.8% | Reduced |
| Golden State Wealth Management, LLC | 15 | $1.45K | 0.00% | +15 | New |
| Signature Resources Capital Management, LLC | 13 | $1.25K | 0.00% | −6−31.6% | Reduced |
| Wealth Preservation Advisors, LLC | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 13 | $1.25K | 0.00% | +13 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $1.25K | 0.00% | −2,161−99.4% | Reduced |
| Winnow Wealth LLC | 12 | $1.16K | 0.00% | −238−95.2% | Reduced |
| Texas Capital Bancshares Inc | 12 | $1.16K | 0.00% | +12 | New |
| Perritt Capital Management Inc | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Guerra Advisors Inc | 10 | $976 | 0.00% | +10 | New |
| St Germain D J Co Inc | 10 | $965 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $772 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 8 | $772 | 0.00% | +8 | New |
| Operose Advisors LLC | 8 | $772 | 0.00% | +8 | New |
| Palisade Asset Management, LLC | 7 | $676 | 0.00% | +7 | New |
| 1620 Investment Advisors, Inc. | 7 | $675 | 0.00% | −7−50.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 7 | $675 | 0.00% | +7 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $579 | 0.00% | −46−88.5% | Reduced |
| Rialto Wealth Management, LLC | 5 | $483 | 0.00% | −12−70.6% | Reduced |
| American Capital Advisory, LLC | 5 | $483 | 0.00% | −5−50.0% | Reduced |
| Logan Capital Management Inc | 5 | $482 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $482 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $482 | 0.00% | +5 | New |
| Hurley Capital, LLC | 5 | $482 | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 5 | $482 | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $474 | 0.00% | +5 | New |
| First Pacific Financial | 4 | $386 | 0.00% | +4 | New |
| Avalon Trust Co | 3 | $290 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $289 | 0.00% | +3 | New |
| TFC Financial Management | 2 | $193 | 0.00% | −22−91.7% | Reduced |
| IMA Wealth, Inc. | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 1 | $96 | 0.00% | +1 | New |
| Loomis Sayles & Co L P | 0 | $38 | 0.00% | 0 | Unchanged |
| Heritage Wealth Advisors | 0 | $6 | 0.00% | 0 | Unchanged |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −1,420,072−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −595,395−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −291,450−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −141,320−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −99,552−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −82,378−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −82,200−100.0% | Sold out |
| First American Bank | 0 | $0 | 0.00% | −60,795−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −38,417−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −37,115−100.0% | Sold out |
| Klein Pavlis & Peasley Financial, Inc. | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −22,516−100.0% | Sold out |
| Mfg Wealth Management, Inc. | 0 | $0 | 0.00% | −17,619−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,312−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −11,618−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −10,974−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −9,554−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,129−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −7,376−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,852−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,647−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −6,411−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −4,452−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −3,477−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Magnolia Capital Management Ltd | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Benedict Financial Advisors Inc | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |