| Edmond de Rothschild Holding S.A. | 360 | $32.0K | 0.00% | +360 | New |
| Parallel Advisors, LLC | 345 | $31.0K | 0.00% | −95−21.6% | Reduced |
| Montag A & Associates Inc | 350 | $31.0K | 0.00% | +350 | New |
| Farmers & Merchants Investments Inc | 300 | $27.0K | 0.00% | +300 | New |
| SOA Wealth Advisors, LLC. | 300 | $26.0K | 0.01% | +300 | New |
| Brewin Dolphin Wealth Management Ltd | 280 | $25.2K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 268 | $24.0K | 0.00% | +168+168.0% | Added |
| Pacitti Group Inc. | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 243 | $22.0K | 0.01% | +40+19.7% | Added |
| Cary Street Partner Investment Advisory LLC | 250 | $22.0K | 0.01% | +250 | New |
| Sandy Spring Bank | 231 | $21.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 225 | $20.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 222 | $20.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 220 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 218 | $19.0K | 0.00% | +218 | New |
| Perennial Advisors, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 203 | $18.0K | 0.00% | +78+62.4% | Added |
| Ancora Advisors, LLC | 204 | $18.0K | 0.00% | +204 | New |
| Gables Capital Management Inc. | 200 | $18.0K | 0.01% | +200 | New |
| Fieldpoint Private Securities, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 188 | $17.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 165 | $15.0K | 0.00% | +165 | New |
| Evoke Wealth, LLC | 152 | $14.0K | 0.00% | −5−3.2% | Reduced |
| Baldwin Brothers Inc | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 150 | $13.0K | 0.00% | +150 | New |
| Whittier Trust Co of Nevada Inc | 137 | $12.0K | 0.00% | −320−70.0% | Reduced |
| Castleview Partners, LLC | 130 | $12.0K | 0.01% | +130 | New |
| Anchor Investment Management, LLC | 130 | $11.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $11.0K | 0.00% | +127 | New |
| HighMark Wealth Management LLC | 114 | $10.0K | 0.01% | +98+612.5% | Added |
| Focused Wealth Management, Inc | 100 | $9.00K | 0.00% | −125−55.6% | Reduced |
| Private Ocean, LLC | 100 | $9.00K | 0.00% | −53−34.6% | Reduced |
| Phoenix Wealth Advisors | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $9.00K | 0.00% | +100 | New |
| Baystate Wealth Management LLC | 100 | $9.00K | 0.00% | +100 | New |
| Asset Dedication, LLC | 86 | $8.00K | 0.00% | +20+30.3% | Added |
| Institutional & Family Asset Management, LLC | 90 | $8.00K | 0.00% | +50+125.0% | Added |
| South State Corp. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 65 | $6.00K | 0.00% | +65 | New |
| JJJ Advisors Inc. | 70 | $6.00K | 0.00% | +70 | New |
| Bogart Wealth, LLC | 62 | $6.00K | 0.00% | +62 | New |
| Tfo-TDC, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 60 | $5.00K | 0.00% | +25+71.4% | Added |
| Glen Eagle Advisors, LLC | 47 | $4.23K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $4.00K | 0.00% | +50 | New |
| Beck Bode, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Clearview Wealth Advisors LLC | 42 | $4.00K | 0.00% | +42 | New |
| Addison Advisors LLC | 48 | $4.00K | 0.00% | +48 | New |
| Freedman Financial Associates, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Pittenger & Anderson Inc | 35 | $3.00K | 0.00% | +10+40.0% | Added |
| Tortoise Investment Management, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Parisi Gray Wealth Management | 29 | $3.00K | 0.00% | +29 | New |
| Providence Capital Advisors, LLC | 35 | $3.00K | 0.00% | +35 | New |
| GPS Wealth Strategies Group, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Eukles Asset Management | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $2.00K | 0.00% | +25 | New |
| Baldrige Asset Management LLC | 20 | $2.00K | 0.00% | +20 | New |
| Atlas Capital Advisors LLC | 22 | $1.98K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $1.44K | 0.00% | +16 | New |
| Kistler-Tiffany Companies, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Carmichael Hill & Associates, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Liberty Wealth Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Savior LLC | 15 | $1.00K | 0.00% | +15 | New |
| Hexagon Capital Partners LLC | 9 | $1.00K | 0.00% | +9 | New |
| Kelly Financial Services LLC | 360 | $4 | 0.00% | +356+8,900.0% | Added |
| Global Trust Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $0 | 0.00% | +2 | New |
| Horan Securities, Inc. | 4 | $0 | 0.00% | +4 | New |
| Front Row Advisors LLC | 5 | $0 | 0.00% | +5 | New |
| Gleason Group, Inc. | 5 | $0 | 0.00% | +5 | New |
| McCarthy Asset Management, Inc. | 5 | $0 | 0.00% | +5 | New |
| Soma Equity Partners LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Greenspring Associates, LLC | 0 | $0 | 0.00% | −581,863−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −256,715−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Harvard Management Co Inc | 0 | $0 | 0.00% | −197,642−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −185,747−100.0% | Sold out |