| Core Alternative Capital | 103 | $7.20K | 0.00% | −23−18.3% | Reduced |
| Hexagon Capital Partners LLC | 101 | $7.09K | 0.00% | +101 | New |
| Barrett & Company, Inc. | 100 | $7.02K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 103 | $7.00K | 0.00% | +2+2.0% | Added |
| Geneos Wealth Management Inc. | 95 | $6.67K | 0.00% | −14−12.8% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $6.32K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 75 | $5.26K | 0.00% | −45−37.5% | Reduced |
| Smartleaf Asset Management LLC | 73 | $5.25K | 0.00% | +73 | New |
| Cullen/Frost Bankers, Inc. | 70 | $4.91K | 0.00% | −180−72.0% | Reduced |
| Atlantic Trust, LLC | 69 | $4.84K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $4.77K | 0.00% | −37−35.2% | Reduced |
| Bell Investment Advisors, Inc | 63 | $4.42K | 0.00% | −18−22.2% | Reduced |
| AdvisorNet Financial, Inc | 63 | $4.42K | 0.00% | −12−16.0% | Reduced |
| Baldwin Brothers Inc | 50 | $3.51K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $3.51K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $3.51K | 0.00% | +50 | New |
| Sachetta, LLC | 49 | $3.45K | 0.00% | +49 | New |
| Red Tortoise LLC | 49 | $3.44K | 0.00% | +17+53.1% | Added |
| Venturi Wealth Management, LLC | 48 | $3.37K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 48 | $3.37K | 0.00% | +48 | New |
| Cape Investment Advisory, Inc. | 45 | $3.18K | 0.00% | +3+7.1% | Added |
| IFP Advisors, Inc | 45 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 37 | $3.00K | 0.00% | −18−32.7% | Reduced |
| GW&K Investment Management, LLC | 48 | $3.00K | 0.00% | +4+9.1% | Added |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | +35+233.3% | Added |
| JJJ Advisors Inc. | 42 | $2.95K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 41 | $2.88K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 41 | $2.88K | 0.00% | +41 | New |
| Princeton Global Asset Management LLC | 40 | $2.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 40 | $2.81K | 0.00% | +40 | New |
| WealthCollab, LLC | 38 | $2.67K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 38 | $2.67K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 37 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 36 | $2.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.42K | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 29 | $2.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $1.90K | 0.00% | +10+58.8% | Added |
| Jones Financial Companies LLLP | 27 | $1.90K | 0.00% | +21+350.0% | Added |
| Signature Resources Capital Management, LLC | 23 | $1.64K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 23 | $1.61K | 0.00% | +23 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.61K | 0.00% | +23 | New |
| Arlington Trust Co LLC | 23 | $1.61K | 0.00% | +23 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $1.44K | 0.00% | −10−33.3% | Reduced |
| Coppell Advisory Solutions LLC | 16 | $1.12K | 0.00% | +16 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $1.05K | 0.00% | +9+150.0% | Added |
| SOA Wealth Advisors, LLC. | 15 | $1.05K | 0.00% | −68−81.9% | Reduced |
| Avion Wealth | 9 | $1.00K | 0.00% | −8−47.1% | Reduced |
| Long Island Wealth Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 10 | $735 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $702 | 0.00% | −20−66.7% | Reduced |
| Planning Capital Management Corp | 10 | $702 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 9 | $632 | 0.00% | +9 | New |
| Bokf, NA | 8 | $561 | 0.00% | +5+166.7% | Added |
| O'Dell Group, LLC | 7 | $501 | 0.00% | +7 | New |
| Leonteq Securities AG | 5 | $351 | 0.00% | −259−98.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 4 | $281 | 0.00% | +4 | New |
| Tennessee Valley Asset Management Partners | 3 | $236 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 1 | $71 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $70 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $70 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −6,559,966−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −646,396−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −274,635−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −151,745−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −143,850−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −91,500−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −76,722−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −66,800−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −36,137−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −34,503−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −23,548−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,191−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −15,760−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −13,060−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −11,639−100.0% | Sold out |
| Cubic Asset Management, LLC | 0 | $0 | 0.00% | −9,379−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −8,947−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,452−100.0% | Sold out |
| Concentric Wealth Management, LLC | 0 | $0 | 0.00% | −7,749−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,431−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,617−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,282−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,272−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |