| Optima Capital LLC | 200 | $2.08K | 0.00% | +200 | New |
| Ankerstar Wealth, LLC | 195 | $2.03K | 0.00% | +195 | New |
| IFP Advisors, Inc | 193 | $2.01K | 0.00% | +8+4.3% | Added |
| Toth Financial Advisory Corp | 180 | $1.88K | 0.00% | +180 | New |
| Holos Integrated Wealth LLC | 166 | $1.84K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 150 | $1.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 140 | $1.46K | 0.00% | −850−85.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 136 | $1.42K | 0.00% | +136 | New |
| Atlantic Trust, LLC | 130 | $1.35K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 128 | $1.33K | 0.00% | +128 | New |
| Caldwell Sutter Capital, Inc. | 125 | $1.30K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 110 | $1.16K | 0.00% | +110 | New |
| Kerr Financial Planning Corp | 145 | $1.14K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 104 | $1.08K | 0.00% | −56−35.0% | Reduced |
| Gen-Wealth Partners Inc | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 97 | $1.01K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 50 | $1.00K | 0.00% | +50 | New |
| Missouri Trust & Investment Co | 90 | $938 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 88 | $916 | 0.00% | +88 | New |
| JFS Wealth Advisors, LLC | 86 | $897 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $834 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 74 | $771 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 60 | $623 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 58 | $606 | 0.00% | +58 | New |
| Strategic Wealth Partners, Ltd. | 50 | $521 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $521 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 50 | $521 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 50 | $521 | 0.00% | +50 | New |
| LRI Investments, LLC | 48 | $500 | 0.00% | +48 | New |
| Signature Equity Partners, LLC | 42 | $438 | 0.00% | +42 | New |
| Armstrong Advisory Group, Inc | 40 | $417 | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 40 | $417 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $417 | 0.00% | +40 | New |
| ORG Wealth Partners, LLC | 40 | $416 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 35 | $365 | 0.00% | +35 | New |
| AdvisorNet Financial, Inc | 34 | $354 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 34 | $354 | 0.00% | +34 | New |
| Strengthening Families & Communities, LLC | 33 | $344 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 31 | $323 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 31 | $323 | 0.00% | +31 | New |
| Torren Management, LLC | 31 | $323 | 0.00% | +31 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $303 | 0.00% | −42−59.2% | Reduced |
| North Star Investment Management Corp. | 27 | $281 | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 25 | $261 | 0.00% | +25 | New |
| Assetmark, Inc | 23 | $240 | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 22 | $231 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 20 | $208 | 0.00% | +20 | New |
| Adkins Seale Capital Management LLC | 20 | $208 | 0.00% | +20 | New |
| Concord Wealth Partners | 18 | $188 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $188 | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 17 | $180 | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 16 | $167 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $156 | 0.00% | +15 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $104 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 9 | $94 | 0.00% | +2+28.6% | Added |
| Dunhill Financial, LLC | 8 | $87 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 7 | $73 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $62 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $53 | 0.00% | −56−91.8% | Reduced |
| Clearstead Advisors, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Guardian Investment Management | 34,730 | – | – | −13,410−27.9% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −1,463,438−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −1,163,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −461,561−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −259,891−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −180,378−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −124,157−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −99,816−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −65,626−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −32,231−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −37,554−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −32,739−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −23,291−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −21,902−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −21,876−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −19,260−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −14,379−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −10,358−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −12,792−100.0% | Sold out |
| Strategic Equity Management | 0 | $0 | 0.00% | −11,022−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −10,906−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −6,762−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| LFA - Lugano Financial Advisors SA | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Family Legacy Financial Solutions, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Saranac Partners Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |