| Fairman Group, LLC | 12 | $2.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.59K | 0.00% | +1+9.1% | Added |
| Whipplewood Advisors, LLC | 12 | $2.59K | 0.00% | +11+1,100.0% | Added |
| Center for Financial Planning, Inc. | 12 | $2.59K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 12 | $2.59K | 0.00% | +3+33.3% | Added |
| Alerus Financial NA | 11 | $2.38K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $2.16K | 0.00% | +10 | New |
| Portus Wealth Advisors, LLC | 10 | $2.16K | 0.00% | +10 | New |
| Ogorek Anthony Joseph | 13 | $2.00K | 0.00% | −17−56.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.94K | 0.00% | −10−52.6% | Reduced |
| Signature Resources Capital Management, LLC | 9 | $1.94K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.94K | 0.00% | +7+350.0% | Added |
| Bank of Jackson Hole Trust | 8 | $1.73K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $1.73K | 0.00% | +3+60.0% | Added |
| Cornerstone Financial Management LLC | 8 | $1.73K | 0.00% | +6+300.0% | Added |
| NBT Bank N A | 8 | $1.73K | 0.00% | +8 | New |
| Creative Financial Designs Inc | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6 | $1.29K | 0.00% | +3+100.0% | Added |
| High Note Wealth, LLC | 6 | $1.29K | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $1.29K | 0.00% | +6 | New |
| American Capital Advisory, LLC | 5 | $1.08K | 0.00% | +4+400.0% | Added |
| Marquette Asset Management, LLC | 5 | $1.08K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.08K | 0.00% | +5 | New |
| Bryn Mawr Trust Co | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $1.08K | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 4 | $944 | 0.03% | −2−33.3% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4 | $866 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $864 | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 4 | $864 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $864 | 0.00% | +4 | New |
| Evergreen Advisors, LLC | 4 | $864 | 0.00% | +4 | New |
| Washington Trust Advisors, Inc. | 4 | $864 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 4 | $756 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $713 | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 3 | $649 | 0.00% | +3 | New |
| Cornerstone National Bank & Trust Co | 3 | $649 | 0.00% | +3 | New |
| Centiva Capital, LP | 3 | $648 | 0.00% | −3,276−99.9% | Reduced |
| Quaker Wealth Management, LLC | 3 | $648 | 0.00% | −8−72.7% | Reduced |
| Pacific Center for Financial Services | 3 | $648 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 3 | $648 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $648 | 0.00% | +1+50.0% | Added |
| MBM Wealth Consultants, LLC | 3 | $648 | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $648 | 0.00% | +3 | New |
| Vision Retirement, LLC | 3 | $648 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $648 | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 2 | $432 | 0.00% | −6−75.0% | Reduced |
| Motco | 2 | $432 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $432 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $432 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $432 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 2 | $432 | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 2 | $432 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2 | $432 | 0.00% | +1+100.0% | Added |
| Trust Co of Toledo NA | 2 | $432 | 0.00% | +2 | New |
| Lloyd Advisory Services, LLC. | 2 | $432 | 0.00% | +2 | New |
| Kingdom Financial Group LLC. | 2 | $432 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $432 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $432 | 0.00% | +2 | New |
| Maseco LLP | 2 | $432 | 0.00% | +2 | New |
| Triumph Capital Management | 1 | $216 | 0.00% | −1−50.0% | Reduced |
| First Command Advisory Services, Inc. | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1 | $216 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $216 | 0.00% | +1 | New |
| Clark Wealth Partners | 1 | $216 | 0.00% | +1 | New |
| Voyager Global Management LP | 0 | $0 | 0.00% | −1,850,000−100.0% | Sold out |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 0 | $0 | 0.00% | −1,060,882−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −461,525−100.0% | Sold out |
| Makaira Partners LLC | 0 | $0 | 0.00% | −164,000−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −118,715−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −87,132−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −66,166−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −65,750−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −47,012−100.0% | Sold out |