| Larson Financial Group LLC | 310 | $16.0K | 0.00% | −170−35.4% | Reduced |
| Hoover Financial Advisors, Inc. | 300 | $16.0K | 0.00% | −250−45.5% | Reduced |
| Berman Capital Advisors, LLC | 322 | $16.0K | 0.00% | +72+28.8% | Added |
| Institutional & Family Asset Management, LLC | 280 | $15.0K | 0.00% | −629−69.2% | Reduced |
| HBC Financial Services, PLLC | 200 | $15.0K | 0.01% | +100+100.0% | Added |
| Massmutual Trust Co FSB | 291 | $15.0K | 0.00% | +226+347.7% | Added |
| Endurance Wealth Management, Inc. | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 250 | $13.0K | 0.01% | +200+400.0% | Added |
| Personal Wealth Partners | 242 | $13.0K | 0.01% | +242 | New |
| Prentice Wealth Management LLC | 230 | $12.0K | 0.01% | −12−5.0% | Reduced |
| Valley National Advisers Inc | 235 | $12.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 235 | $12.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 189 | $10.0K | 0.00% | −15−7.4% | Reduced |
| Howe & Rusling Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 185 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $10.0K | 0.00% | +200 | New |
| Ellis Investment Partners, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Aspire Private Capital, LLC | 171 | $9.00K | 0.00% | +100+140.8% | Added |
| O'Shaughnessy Asset Management, LLC | 175 | $9.00K | 0.00% | +175 | New |
| Strategic Blueprint, LLC | 172 | $9.00K | 0.00% | +172 | New |
| Optimum Investment Advisors | 152 | $8.00K | 0.00% | −310−67.1% | Reduced |
| Centerpoint Advisors, LLC | 150 | $8.00K | 0.00% | −50−25.0% | Reduced |
| Islay Capital Management, LLC | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $7.00K | 0.00% | +150 | New |
| Archer Investment Corp | 133 | $6.94K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 120 | $6.26K | 0.00% | +60+100.0% | Added |
| Clear Investment Research, LLC | 106 | $6.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 110 | $6.00K | 0.00% | +70+175.0% | Added |
| III Capital Management | 129 | $6.00K | 0.00% | +129 | New |
| Focused Wealth Management, Inc | 100 | $5.00K | 0.00% | −1,080−91.5% | Reduced |
| TD Capital Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $5.00K | 0.00% | +50+100.0% | Added |
| First Horizon Corp | 100 | $5.00K | 0.00% | +100 | New |
| Evermay Wealth Management LLC | 100 | $5.00K | 0.00% | +100 | New |
| Lenox Wealth Advisors, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Investors Research Corp | 100 | $5.00K | 0.00% | +100 | New |
| Brewin Dolphin Wealth Management Ltd | 92 | $4.80K | 0.00% | +92 | New |
| Sutton Wealth Advisors Inc. | 88 | $4.59K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $4.00K | 0.00% | −488−87.8% | Reduced |
| Toth Financial Advisory Corp | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 80 | $4.00K | 0.00% | +50+166.7% | Added |
| Parisi Gray Wealth Management | 68 | $4.00K | 0.00% | +68 | New |
| CX Institutional | 70 | $4.00K | 0.00% | +70 | New |
| Stonebridge Financial Planning Group, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Johnson Financial Group, Inc. | 60 | $3.00K | 0.00% | +60 | New |
| Wealth Quarterback LLC | 50 | $3.00K | 0.00% | +50 | New |
| Horizon Financial Services, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −641,160−100.0% | Reduced |
| Rockbridge Investment Management, LCC | 23 | $1.00K | 0.00% | −800−97.2% | Reduced |
| Lee Financial Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 13 | $1.00K | 0.00% | +13 | New |
| Edge Wealth Management LLC | 25 | $1.00K | 0.00% | +22+733.3% | Added |
| Financial Enhancement Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| Horan Securities, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Red Door Wealth Management, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Kelly Financial Services LLC | 261 | $5 | 0.00% | +156+148.6% | Added |
| Bourgeon Capital Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 8 | $0 | 0.00% | +8 | New |
| Revolution Growth Management Company, Inc. | 0 | $0 | 0.00% | −3,955,324−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −3,444,693−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −2,353,519−100.0% | Sold out |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −2,251,759−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −1,907,698−100.0% | Sold out |
| black-and-white Capital LP | 0 | $0 | 0.00% | −761,300−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −443,400−100.0% | Sold out |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −337,900−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −332,444−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −248,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −244,270−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −219,375−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −198,050−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −192,600−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −153,888−100.0% | Sold out |