| Semmax Financial Advisors Inc. | 350 | $7.50K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 242 | $7.50K | 0.00% | +142+142.0% | Added |
| Tower Trust & Investment Co | 365 | $7.33K | 0.01% | +365 | New |
| REAP Financial Group, LLC | 308 | $6.99K | 0.00% | −1−0.3% | Reduced |
| WealthTrak Capital Management LLC | 285 | $6.47K | 0.01% | +170+147.8% | Added |
| Roxbury Financial LLC | 267 | $6.34K | 0.01% | −1,650−86.1% | Reduced |
| Fairway Wealth LLC | 275 | $6.25K | 0.00% | +275 | New |
| Red Tortoise LLC | 271 | $6.15K | 0.00% | +271 | New |
| Vermillion & White Wealth Management Group, LLC | 271 | $6.15K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 266 | $6.04K | 0.00% | −690−72.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 259 | $5.88K | 0.00% | −1,975−88.4% | Reduced |
| Iron Horse Wealth Management, LLC | 255 | $5.79K | 0.00% | −88−25.7% | Reduced |
| Centricity Wealth Management, LLC | 252 | $5.72K | 0.01% | −78−23.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 251 | $5.70K | 0.00% | +201+402.0% | Added |
| Clark Wealth Partners | 240 | $5.45K | 0.00% | −3−1.2% | Reduced |
| Burkett Financial Services, LLC | 239 | $5.42K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 235 | $5.34K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 220 | $5.00K | 0.00% | +220 | New |
| HighMark Wealth Management LLC | 219 | $4.97K | 0.00% | +219 | New |
| Riggs Asset Managment Co. Inc. | 207 | $4.69K | 0.00% | −384−65.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 205 | $4.66K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $4.54K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 198 | $4.50K | 0.00% | −892−81.8% | Reduced |
| State of Wyoming | 198 | $4.50K | 0.00% | +51+34.7% | Added |
| Luken Investment Analytics, LLC | 187 | $4.25K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 185 | $4.20K | 0.00% | −24−11.5% | Reduced |
| Tanaka Capital Management Inc | 180 | $4.00K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 152 | $4.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wormser Freres Gestion | 175 | $3.99K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 173 | $3.93K | 0.00% | −249−59.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 165 | $3.75K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 164 | $3.53K | 0.00% | +51+45.1% | Added |
| Grayhawk Investment Strategies Inc. | 155 | $3.52K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 154 | $3.50K | 0.00% | +154 | New |
| Redmont Wealth Advisors LLC | 148 | $3.36K | 0.01% | +148 | New |
| DB Fitzpatrick & Co, Inc | 147 | $3.34K | 0.00% | +25+20.5% | Added |
| Atticus Wealth Management, LLC | 140 | $3.18K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 139 | $3.15K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 135 | $3.07K | 0.00% | +135 | New |
| Westend Capital Management, LLC | 133 | $3.02K | 0.00% | +133 | New |
| Binnacle Investments Inc | 132 | $3.00K | 0.00% | +132 | New |
| Coastline Trust Co | 125 | $2.84K | 0.00% | −130−51.0% | Reduced |
| Winnow Wealth LLC | 125 | $2.82K | 0.00% | +42+50.6% | Added |
| Caitong International Asset Management Co., Ltd | 124 | $2.82K | 0.00% | −41,822−99.7% | Reduced |
| Kessler Investment Group, LLC | 121 | $2.77K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 118 | $2.69K | 0.00% | −251−68.0% | Reduced |
| NVWM, LLC | 118 | $2.68K | 0.00% | +48+68.6% | Added |
| Davis Capital Management | 117 | $2.66K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 113 | $2.57K | 0.00% | −848−88.2% | Reduced |
| Financial Network Wealth Advisors LLC | 109 | $2.48K | 0.00% | +109 | New |
| Boit C F David | 108 | $2.45K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 102 | $2.32K | 0.00% | −187−64.7% | Reduced |
| Innovative Advisory Group, LLC | 101 | $2.29K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $2.27K | 0.00% | +100 | New |
| Trifecta Capital Advisors, LLC | 96 | $2.18K | 0.00% | −54−36.0% | Reduced |
| FSC Wealth Advisors, LLC | 82 | $1.86K | 0.00% | +82 | New |
| Core Alternative Capital | 80 | $1.82K | 0.00% | −155−66.0% | Reduced |
| Morse Asset Management, Inc | 79 | $1.80K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 75 | $1.71K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 75 | $1.70K | 0.00% | +75 | New |
| WestEnd Advisors, LLC | 66 | $1.50K | 0.00% | +46+230.0% | Added |
| JDM Financial Group LLC | 60 | $1.36K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 60 | $1.36K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 57 | $1.29K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 47 | $1.08K | 0.00% | −14−23.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 43 | $984 | 0.00% | +43 | New |
| Mendota Financial Group, LLC | 42 | $954 | 0.00% | −2,408−98.3% | Reduced |
| Valued Wealth Advisors LLC | 37 | $841 | 0.00% | −9−19.6% | Reduced |
| GoalVest Advisory LLC | 27 | $613 | 0.00% | +27 | New |
| POM Investment Strategies, LLC | 21 | $477 | 0.00% | −5,671−99.6% | Reduced |
| Your Advocates Ltd., LLP | 19 | $431 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 17 | $386 | 0.00% | +17 | New |
| Legacy Wealth Managment, LLC | 13 | $296 | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 10 | $227 | 0.00% | +10 | New |
| Heck Capital Advisors, LLC | 10 | $227 | 0.00% | +10 | New |
| Safe Harbor Fiduciary, LLC | 10 | $225 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $159 | 0.00% | +7 | New |
| Carolina Wealth Advisors, LLC | 5 | $114 | 0.00% | 00.0% | Unchanged |
| Avenir Tech Ltd | 2 | $45 | 0.00% | +2 | New |
| 1 North Wealth Services LLC | 1 | $13 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | −750−100.0% | Reduced |
| Sienna Gestion | 33,124 | – | – | −7,760−19.0% | Reduced |
| Accent Capital Management, LLC | 9,529 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −14,747−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −13,710,545−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −1,200,000−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −1,200,000−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −976,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −836,453−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −815,925−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −690,171−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −510,000−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −452,943−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −413,151−100.0% | Sold out |
| Central Securities Corp | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
