| Resolute Partners Group | 63 | $9.00K | 0.00% | −1,894−96.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 62 | $9.00K | 0.00% | −56−47.5% | Reduced |
| Gemmer Asset Management LLC | 63 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 65 | $9.00K | 0.00% | −5−7.1% | Reduced |
| Center for Financial Planning, Inc. | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 61 | $9.00K | 0.00% | +11+22.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $9.00K | 0.01% | +65 | New |
| Sound Income Strategies, LLC | 53 | $8.00K | 0.00% | −15−22.1% | Reduced |
| Adirondack Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 49 | $7.00K | 0.00% | −191−79.6% | Reduced |
| Clearview Wealth Advisors LLC | 46 | $7.00K | 0.00% | −56−54.9% | Reduced |
| Tortoise Investment Management, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $7.00K | 0.00% | +3+6.1% | Added |
| Savior LLC | 51 | $7.00K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 50 | $7.00K | 0.00% | +20+66.7% | Added |
| MV Capital Management, Inc. | 46 | $7.00K | 0.00% | +37+411.1% | Added |
| Albion Financial Group | 51 | $7.00K | 0.00% | +51 | New |
| Tradewinds Capital Management, LLC | 39 | $6.00K | 0.00% | −120−75.5% | Reduced |
| Lee Financial Co | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 39 | $6.00K | 0.00% | −8−17.0% | Reduced |
| Evolution Wealth Advisors, LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 45 | $6.00K | 0.00% | +45 | New |
| Strategic Blueprint, LLC | 43 | $6.00K | 0.00% | +43 | New |
| Washington Trust Co | 33 | $5.00K | 0.00% | −17−34.0% | Reduced |
| Reilly Financial Advisors, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 35 | $5.00K | 0.01% | −5−12.5% | Reduced |
| KB Financial Partners, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 33 | $5.00K | 0.00% | +21+175.0% | Added |
| Itau Unibanco Holding S.A. | 37 | $5.00K | 0.00% | +37 | New |
| Brendel Financial Advisors LLC | 35 | $5.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 32 | $4.60K | 0.00% | +2+6.7% | Added |
| C M Bidwell & Associates Ltd | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 30 | $4.00K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 21 | $3.00K | 0.00% | −17−44.7% | Reduced |
| Harbor Investment Advisory, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 19 | $3.00K | 0.00% | +9+90.0% | Added |
| Truvestments Capital LLC | 24 | $3.00K | 0.00% | +15+166.7% | Added |
| Parallax Volatility Advisers, L.P. | 14 | $2.00K | 0.00% | −85,352−100.0% | Reduced |
| Longfellow Investment Management Co LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 15 | $2.00K | 0.00% | +5+50.0% | Added |
| Paragon Wealth Strategies, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Personal Wealth Partners | 15 | $2.00K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $2.00K | 0.00% | +15 | New |
| Hoese & Co LLP | 17 | $2.00K | 0.00% | +17 | New |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | −47,555−100.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.00K | 0.00% | −150−94.9% | Reduced |
| Montag A & Associates Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Parisi Gray Wealth Management | 8 | $1.00K | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 7 | $995 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $431 | 0.00% | – | New |
| Hoertkorn Richard Charles | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | – | – | +2 | New |
| ADAMCAPITAL Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −218,356−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Stack Financial Management, Inc | 0 | $0 | 0.00% | −150,892−100.0% | Sold out |
| Markel Group Inc.SuperinvestorMarkel Group | 0 | $0 | 0.00% | −126,100−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −115,916−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −60,225−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −42,064−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −37,178−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −36,171−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −24,238−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −16,024−100.0% | Sold out |
| Anderson Hoagland & Co | 0 | $0 | 0.00% | −15,694−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −14,606−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −14,389−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,534−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −10,644−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −9,824−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,262−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −6,229−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −6,074−100.0% | Sold out |