| TD Ameritrade Investment Management, LLC | 91 | $16.0K | 0.00% | +55+152.8% | Added |
| Core Alternative Capital | 92 | $16.0K | 0.00% | +92 | New |
| Ten Capital Wealth Advisors, LLC | 92 | $16.0K | 0.01% | +92 | New |
| Oliver Lagore Vanvalin Investment Group | 81 | $15.0K | 0.01% | +81 | New |
| Bartlett & Co. Wealth Management LLC | 83 | $14.3K | 0.00% | +83 | New |
| Blue Bell Private Wealth Management, LLC | 81 | $14.0K | 0.00% | +8+11.0% | Added |
| Bartlett & Co. LLC | 83 | $14.0K | 0.00% | +83 | New |
| First Horizon Advisors, Inc. | 77 | $13.0K | 0.00% | −329−81.0% | Reduced |
| Fortis Advisors, LLC | 76 | $13.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 76 | $13.0K | 0.00% | +16+26.7% | Added |
| Anchor Investment Management, LLC | 71 | $12.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 68 | $12.0K | 0.00% | −11−13.9% | Reduced |
| Coastal Capital Group, Inc. | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 67 | $11.5K | 0.00% | +67 | New |
| Bellevue Asset Management, LLC | 63 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $11.0K | 0.00% | +10+18.5% | Added |
| Concord Wealth Partners | 60 | $10.0K | 0.00% | +29+93.5% | Added |
| FSC Wealth Advisors, LLC | 55 | $9.00K | 0.01% | 00.0% | Unchanged |
| ACT Capital Management, LLC | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 58 | $9.00K | 0.01% | +33+132.0% | Added |
| IndexIQ Advisors LLC | 54 | $9.00K | 0.00% | +54 | New |
| Advanced Research Investment Solutions, LLC | 55 | $9.00K | 0.00% | +55 | New |
| Tilia Fiduciary Partners, Inc. | 44 | $8.00K | 0.01% | −30−40.5% | Reduced |
| Charter Oak Capital Management, LLC | 46 | $8.00K | 0.00% | +34+283.3% | Added |
| Logan Capital Management Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 40 | $7.00K | 0.00% | +3+8.1% | Added |
| Worth Asset Management, LLC | 60 | $7.00K | 0.00% | +60 | New |
| TFC Financial Management | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 29 | $5.00K | 0.00% | −239−89.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 27 | $5.00K | 0.00% | −68−71.6% | Reduced |
| Mizuho Securities Co. Ltd. | 28 | $5.00K | 0.00% | −1−3.4% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 27 | $5.00K | 0.00% | +27 | New |
| Estabrook Capital Management | 29 | $4.98K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 21 | $4.00K | 0.00% | −1−4.5% | Reduced |
| AlphaMark Advisors, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Syverson Strege & Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $3.00K | 0.00% | +5+35.7% | Added |
| Delos Wealth Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 19 | $3.00K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $2.00K | 0.00% | −10−50.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| Washington Trust Co | 10 | $2.00K | 0.00% | +10 | New |
| Halpern Financial, Inc. | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7 | $1.20K | 0.00% | −20−74.1% | Reduced |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | −30−90.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mass General Brigham, Inc | 1,932 | $1.00K | 0.00% | −3,277−62.9% | Reduced |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Graves-Light Private Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Joseph P. Lucia & Associates, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Bradley & Co. Private Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Dravo Bay LLC | 5 | $859 | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 5 | $859 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 2 | $0 | 0.00% | +1+100.0% | Added |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Technology Crossover Management VIII, Ltd. | 0 | $0 | 0.00% | −2,174,800−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −496,861−100.0% | Sold out |
| Worm Capital, LLC | 0 | $0 | 0.00% | −195,562−100.0% | Sold out |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −183,400−100.0% | Sold out |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 0 | $0 | 0.00% | −148,760−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −92,478−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −87,854−100.0% | Sold out |
| Exane Asset Management | 0 | $0 | 0.00% | −68,637−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −68,368−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −62,456−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −60,680−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −59,391−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Sitrin Capital Management LLC | 0 | $0 | 0.00% | −42,846−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −33,215−100.0% | Sold out |
| Kayak Investment Partners LLC | 0 | $0 | 0.00% | −32,880−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −31,971−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,749−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −31,258−100.0% | Sold out |
| Windmill Hill Asset Management Ltd | 0 | $0 | 0.00% | −28,402−100.0% | Sold out |