| Kelly Financial Services LLC | 30 | $6.14K | 0.00% | +30 | New |
| Howe & Rusling Inc | 30 | $6.00K | 0.00% | −20−40.0% | Reduced |
| Ellis Investment Partners, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 31 | $6.00K | 0.05% | +31 | New |
| Financial Perspectives, Inc | 25 | $5.12K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 23 | $5.00K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 23 | $5.00K | 0.00% | +23 | New |
| Rinkey Investments | 28 | $5.00K | 0.00% | +28 | New |
| Costello Asset Management, INC | 25 | $5.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 23 | $4.71K | 0.00% | +3+15.0% | Added |
| Clearview Wealth Advisors LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 21 | $4.00K | 0.00% | +21 | New |
| Cedar Wealth Management, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Sawyer & Company, Inc | 18 | $4.00K | 0.00% | +18 | New |
| Level Financial Advisors, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $4.00K | 0.00% | +20 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 20 | $4.00K | 0.00% | +20 | New |
| Tevis Investment Management | 18 | $4.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 17 | $3.00K | 0.00% | −321−95.0% | Reduced |
| Atticus Wealth Management, LLC | 16 | $3.00K | 0.00% | −221−93.2% | Reduced |
| AllSquare Wealth Management LLC | 13 | $3.00K | 0.00% | −12−48.0% | Reduced |
| Avion Wealth | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 15 | $3.00K | 0.00% | +15 | New |
| Strengthening Families & Communities, LLC | 15 | $3.00K | 0.00% | +15 | New |
| TD Private Client Wealth LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $2.00K | 0.00% | −31−72.1% | Reduced |
| Eagle Bay Advisors LLC | 10 | $2.00K | 0.00% | −10−50.0% | Reduced |
| Delta Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | +4+100.0% | Added |
| CVA Family Office, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Lee Financial Co | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 7 | $1.00K | 0.00% | +5+250.0% | Added |
| McClarren Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| JNBA Financial Advisors | 3 | $1.00K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Harvest Group Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Core Alternative Capital | 6 | $1.00K | 0.00% | +6 | New |
| Addison Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| KB Financial Partners, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Private Ocean, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 2 | $0 | 0.00% | +2 | New |
| Investors Research Corp | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $0 | 0.00% | +1 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 4,715 | – | – | +4,683+14,634.4% | Added |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −245,533−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −173,933−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −135,100−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −113,402−100.0% | Sold out |
| Truxt Investmentos Ltda. | 0 | $0 | 0.00% | −84,800−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −80,100−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −56,166−100.0% | Sold out |
| Ma Investment Partnership, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −49,344−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −48,607−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −46,186−100.0% | Sold out |
| Night Owl Capital Management, LLC | 0 | $0 | 0.00% | −45,912−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −44,543−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −40,991−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −36,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,087−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −31,159−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −29,753−100.0% | Sold out |
| Titan Global Capital Management USA LLC | 0 | $0 | 0.00% | −29,685−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −23,134−100.0% | Sold out |
| Kayak Investment Partners LLC | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −22,294−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −16,160−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −15,742−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −15,029−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −12,434−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −12,195−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −11,084−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −11,084−100.0% | Sold out |
| Brandywine Trust Co | 0 | $0 | 0.00% | −9,138−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −8,896−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −8,602−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −7,855−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |