| Iron Horse Wealth Management, LLC | 64 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 65 | $11.0K | 0.00% | +65 | New |
| Bartlett & Co. Wealth Management LLC | 65 | $10.7K | 0.00% | +65 | New |
| Hartford Financial Management Inc. | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 60 | $10.0K | 0.00% | +34+130.8% | Added |
| Fortitude Advisory Group L.L.C. | 46 | $8.00K | 0.00% | −100−68.5% | Reduced |
| Toth Financial Advisory Corp | 50 | $8.00K | 0.00% | −7−12.3% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $8.00K | 0.00% | +1+2.2% | Added |
| Core Alternative Capital | 48 | $8.00K | 0.00% | +44+1,100.0% | Added |
| Addison Advisors LLC | 50 | $8.00K | 0.00% | +46+1,150.0% | Added |
| Hazlett, Burt & Watson, Inc. | 50 | $8.00K | 0.01% | +50 | New |
| CKW Financial Group | 50 | $8.00K | 0.00% | +50 | New |
| Global Trust Asset Management, LLC | 52 | $8.00K | 0.00% | +52 | New |
| Bedel Financial Consulting, Inc. | 40 | $7.00K | 0.00% | −53−57.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $7.00K | 0.00% | +40 | New |
| Capital Advisory Group Advisory Services, LLC | 44 | $7.00K | 0.00% | +44 | New |
| Manchester Capital Management LLC | 36 | $6.00K | 0.00% | −417−92.1% | Reduced |
| Stonebridge Capital Advisors LLC | 36 | $6.00K | 0.00% | −9−20.0% | Reduced |
| Covington Capital Management | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $6.00K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 36 | $6.00K | 0.01% | +36 | New |
| Sargent Bickham Lagudis LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $5.00K | 0.00% | +30 | New |
| GoalVest Advisory LLC | 30 | $5.00K | 0.00% | +30 | New |
| Dravo Bay LLC | 25 | $4.12K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 23 | $4.00K | 0.00% | −52−69.3% | Reduced |
| Parkside Financial Bank & Trust | 25 | $4.00K | 0.00% | −21−45.7% | Reduced |
| NVWM, LLC | 22 | $4.00K | 0.00% | −23−51.1% | Reduced |
| Financial Enhancement Group LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22 | $4.00K | 0.00% | +5+29.4% | Added |
| Old Second National Bank of Aurora | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $2.47K | 0.00% | −6−28.6% | Reduced |
| Financial Perspectives, Inc | 13 | $2.14K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18 | $2.00K | 0.00% | −1,468−98.8% | Reduced |
| TFC Financial Management | 12 | $2.00K | 0.00% | −42−77.8% | Reduced |
| Larson Financial Group LLC | 15 | $2.00K | 0.00% | −22−59.5% | Reduced |
| Sound Income Strategies, LLC | 10 | $2.00K | 0.00% | −12−54.5% | Reduced |
| Valley National Advisers Inc | 10 | $2.00K | 0.00% | −5−33.3% | Reduced |
| Gradient Investments LLC | 11 | $2.00K | 0.00% | −4−26.7% | Reduced |
| BerganKDV Wealth Management, LLC | 14 | $2.00K | 0.00% | −3−17.6% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 10 | $2.00K | 0.00% | +10 | New |
| McCarthy Asset Management, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $1.65K | 0.00% | +10 | New |
| Logan Capital Management Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| C M Bidwell & Associates Ltd | 6 | $1.00K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 3 | $509 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1 | $0 | 0.00% | −646,762−100.0% | Reduced |
| State of Wyoming | 1 | $0 | 0.00% | −118−99.2% | Reduced |
| FourThought Financial, LLC | 2 | $0 | 0.00% | −10−83.3% | Reduced |
| Crewe Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Horan Securities, Inc. | 1 | $0 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| Cordant, Inc. | 2 | $0 | 0.00% | +2 | New |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −2,980,398−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −1,057,585−100.0% | Sold out |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −888,678−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −777,393−100.0% | Sold out |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −205,646−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −165,896−100.0% | Sold out |
| Titan Global Capital Management USA LLC | 0 | $0 | 0.00% | −127,542−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −117,819−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −95,583−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −75,181−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −69,600−100.0% | Sold out |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −65,681−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −60,559−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −59,247−100.0% | Sold out |
| AO Asset Management, LP | 0 | $0 | 0.00% | −55,063−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −48,362−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −46,317−100.0% | Sold out |
| Untitled Investments LP | 0 | $0 | 0.00% | −46,057−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −26,565−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −22,642−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −21,450−100.0% | Sold out |
| Saber Capital Managment, LLC | 0 | $0 | 0.00% | −20,472−100.0% | Sold out |
| Dockyard Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,914−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −17,609−100.0% | Sold out |