| Stephens Consulting, LLC | 47 | $17.9K | 0.02% | +47 | New |
| BIT Capital GmbH | 47 | $17.9K | 0.00% | +47 | New |
| Bellevue Asset Management, LLC | 45 | $17.0K | 0.01% | −15−25.0% | Reduced |
| Creative Financial Designs Inc | 45 | $17.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 44 | $17.0K | 0.02% | −2−4.3% | Reduced |
| Rocky Mountain Advisers, LLC | 43 | $16.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 42 | $16.0K | 0.00% | +22+110.0% | Added |
| Retirement Planning Co of New England, Inc. | 40 | $15.0K | 0.01% | +40 | New |
| Dark Forest Capital Management LP | 38 | $14.0K | 0.01% | +38 | New |
| Sterling Investment Advisors, Ltd. | 35 | $13.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 35 | $13.0K | 0.00% | +35 | New |
| CVA Family Office, LLC | 30 | $11.0K | 0.00% | +30 | New |
| Covestor Ltd | 28 | $11.0K | 0.02% | +28 | New |
| South State Corp. | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 25 | $10.0K | 0.01% | +25 | New |
| Sofos Investments, Inc. | 762 | $9.00K | 0.00% | +762 | Added |
| Sound Income Strategies, LLC | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $8.00K | 0.00% | −143−86.7% | Reduced |
| Antonetti Capital Management LLC | 20 | $8.00K | 0.01% | −15−42.9% | Reduced |
| Lake Point Wealth Management | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $8.00K | 0.00% | +20 | New |
| Paragon Capital Management Ltd | 20 | $8.00K | 0.00% | +20 | New |
| Econ Financial Services Corp | 21 | $8.00K | 0.01% | +21 | New |
| Carmichael Hill & Associates, Inc. | 15 | $6.00K | 0.00% | +15 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 15 | $6.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 15 | $5.72K | 0.00% | +1+7.1% | Added |
| Prestige Wealth Management Group LLC | 13 | $5.00K | 0.00% | −3−18.8% | Reduced |
| Manchester Capital Management LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 14 | $5.00K | 0.00% | +14 | New |
| McDonald Partners LLC | 12 | $4.58K | 0.00% | +12 | New |
| Absolute Capital Management, LLC | 12 | $4.58K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 9 | $4.00K | 0.00% | +2+28.6% | Added |
| JNBA Financial Advisors | 11 | $4.00K | 0.00% | +11 | New |
| First Bank & Trust | 11 | $4.00K | 0.00% | +11 | New |
| Larson Financial Group LLC | 10 | $4.00K | 0.00% | +10 | New |
| Vectors Research Management, LLC | 11 | $4.00K | 0.00% | +11 | New |
| Stonebridge Capital Advisors LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $3.00K | 0.00% | +4+100.0% | Added |
| Lenox Wealth Advisors, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Cedar Wealth Management, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Masso Torrence Wealth Management Inc. | 9 | $3.00K | 0.00% | +9 | New |
| Asset Dedication, LLC | 5 | $2.00K | 0.00% | −90−94.7% | Reduced |
| Financial Management Professionals, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4 | $2.00K | 0.00% | +4 | New |
| Centerpoint Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Core Alternative Capital | 6 | $2.00K | 0.00% | +6 | New |
| Key Financial Inc | 6 | $2.00K | 0.00% | +6 | New |
| Concord Wealth Partners | 4 | $2.00K | 0.00% | +4 | New |
| State of Wyoming | 6 | $2.00K | 0.00% | +6 | New |
| Addison Advisors LLC | 4 | $2.00K | 0.00% | +4 | New |
| Fortitude Advisory Group L.L.C. | 4 | $2.00K | 0.00% | +4 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $1.00K | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $1.00K | 0.00% | +1 | New |
| Schubert & Co | 2 | $1.00K | 0.00% | +2 | New |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −323,000−100.0% | Sold out |
| Stockbridge Partners LLC | 0 | $0 | 0.00% | −220,525−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −111,143−100.0% | Sold out |
| Kayak Investment Partners LLC | 0 | $0 | 0.00% | −46,298−100.0% | Sold out |
| First Growth Investment Manager LP | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −7,546−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −6,526−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,046−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,999−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −4,791−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −4,846−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,891−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,522−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,427−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |