| Meridian Wealth Partners, LLC | 60 | $11.0K | 0.00% | +60 | New |
| Cedar Mountain Advisors, LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $9.00K | 0.00% | +45+900.0% | Added |
| Johnson Financial Group, Inc. | 50 | $9.00K | 0.00% | +50 | New |
| Antonetti Capital Management LLC | 50 | $9.00K | 0.01% | +50 | New |
| Jacobi Capital Management LLC | 50 | $9.00K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 42 | $8.00K | 0.00% | +5+13.5% | Added |
| Northern Oak Wealth Management Inc | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $7.00K | 0.00% | +11+39.3% | Added |
| Piscataqua Savings Bank | 40 | $7.00K | 0.01% | +40 | New |
| IFP Advisors, Inc | 25 | $6.00K | 0.00% | −355−93.4% | Reduced |
| Rockbridge Investment Management, LCC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 20 | $4.00K | 0.00% | −15−42.9% | Reduced |
| Winch Advisory Services, LLC | 24 | $4.00K | 0.00% | −9−27.3% | Reduced |
| BDO Wealth Advisors, LLC | 20 | $4.00K | 0.00% | +10+100.0% | Added |
| Holloway Wealth Management, LLC | – | $4.00K | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 20 | $3.65K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Howe & Rusling Inc | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| FourThought Financial, LLC | 16 | $2.00K | 0.00% | +16 | New |
| O'Shaughnessy Asset Management, LLC | 3 | $1.00K | 0.00% | −8−72.7% | Reduced |
| Macroview Investment Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.00K | 0.00% | +6 | New |
| Stonebridge Capital Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Liberty Wealth Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Kowal Investment Group, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 2 | $365 | 0.00% | +2 | New |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −205,035−100.0% | Sold out |
| Steadview Capital Management LLC | 0 | $0 | 0.00% | −146,223−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −71,673−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −50,694−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −45,117−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −34,707−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −30,466−100.0% | Sold out |
| ATOMVEST Ltd | 0 | $0 | 0.00% | −30,305−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,784−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −13,286−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,829−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,449−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,568−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,283−100.0% | Sold out |
| Ascendant Capital Management, LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −5,834−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Legal Advantage Investments, Inc. | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| Paradigm Financial Advisors, LLC | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Means Investment Co., Inc. | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −845−100.0% | Sold out |